FAIM
JMIN

Financial Advocates Investment Management’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Financial Advocates Investment Management’s Portfolio JMIN Stock Details JMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,950
Closed -$218K – 552
2019
Q4 		$218K Hold
6,950
– – 0.02% 470
2019
Q3 		$210K Hold
6,950
– – 0.02% 451
2019
Q2 		$202K Buy
+6,950
New +$197K 0.02% 451

Other funds holding JMIN

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Financial Advocates Investment Management's JMIN Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of JPMorgan U.S. Minimum Volatility ETF (JMIN) in Q1 2020, closing a stake of 6,950 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in JMIN in Q2 2019 and held it in 3 quarters. The position peaked at $218K in Q4 2019. 15 funds tracked by Wall St. Rank hold JMIN as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining JPMorgan U.S. Minimum Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,950 JPMorgan U.S. Minimum Volatility ETF shares in Q1 2020, an estimated $218K.
  • Financial Advocates Investment Management first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q2 2019 and held it in 3 quarters.
  • Financial Advocates Investment Management's JPMorgan U.S. Minimum Volatility ETF position peaked at $218K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.