JP Morgan Chase
EUMV

JP Morgan Chase’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

JP Morgan Chase’s Portfolio EUMV Stock Details EUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-253
Closed -$6K – 6031
2019
Q3 		$6K Sell
253
-14,495
-98% -$365K ﹤0.01% 5559
2019
Q2 		$375K Sell
14,748
-4,292
-23% -$108K ﹤0.01% 4366
2019
Q1 		$475K Buy
19,040
+6,102
+47% +$147K ﹤0.01% 4231
2018
Q4 		$297K Sell
12,938
-32,123
-71% -$761K ﹤0.01% 4401
2018
Q3 		$1.13M Buy
45,061
+94
+0.2% +$2.35K ﹤0.01% 3833
2018
Q2 		$1.11M Buy
44,967
+1,026
+2% +$26.1K ﹤0.01% 3767
2018
Q1 		$1.12M Sell
43,941
-85
-0.2% -$2.17K ﹤0.01% 3617
2017
Q4 		$1.12M Buy
44,026
+2,165
+5% +$54.7K ﹤0.01% 3664
2017
Q3 		$1.05M Buy
41,861
+21,464
+105% +$536K ﹤0.01% 3493
2017
Q2 		$500K Buy
20,397
+3,341
+20% +$81.2K ﹤0.01% 3735
2017
Q1 		$389K Sell
17,056
-1,316
-7% -$28.9K ﹤0.01% 3817
2016
Q4 		$390K Buy
18,372
+13,894
+310% +$298K ﹤0.01% 3888
2016
Q3 		$104K Buy
4,478
+66
+1% +$1.53K ﹤0.01% 3858
2016
Q2 		$102K Buy
+4,412
New +$104K ﹤0.01% 3878
2014
Q3 		– Sell
-167,000
Closed -$4.22M – 4300
2014
Q2 		$4.22M Buy
+167,000
New +$4.22M ﹤0.01% 2152

Other funds holding EUMV

ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
APSP
Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JP Morgan Chase's EUMV Position: Q4 2019 in Review

JP Morgan Chase sold out of iShares Edge MSCI Min Vol Europe ETF (EUMV) in Q4 2019, closing a stake of 253 shares — an estimated $6K sold.

JP Morgan Chase first reported a position in EUMV in Q2 2014 and held it in 15 quarters. The position peaked at $4.22M in Q2 2014. 18 funds tracked by Wall St. Rank hold EUMV as of Q4 2019.

  • JP Morgan Chase reported no remaining iShares Edge MSCI Min Vol Europe ETF position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Chase sold 253 iShares Edge MSCI Min Vol Europe ETF shares in Q4 2019, an estimated $6K.
  • JP Morgan Chase first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q2 2014 and held it in 15 quarters.
  • JP Morgan Chase's iShares Edge MSCI Min Vol Europe ETF position peaked at $4.22M in Q2 2014.
  • 18 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2019.

Based on JP Morgan Chase's 13F filing for Q4 2019, filed 11 Feb 2020.