JP Morgan Chase
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JP Morgan Chase’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

JP Morgan Chase’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72M Sell
62,995
-5,236
-8% -$233K ﹤0.01% 3869
2025
Q4 		$2.96M Sell
68,231
-2,351
-3% -$101K ﹤0.01% 3776
2025
Q3 		$3.04M Sell
70,582
-2,075
-3% -$88.1K ﹤0.01% 3760
2025
Q2 		$3.05M Sell
72,657
-10,435
-13% -$431K ﹤0.01% 3587
2025
Q1 		$3.44M Sell
83,092
-1,607
-2% -$67.1K ﹤0.01% 3465
2024
Q4 		$3.51M Buy
84,699
+70,810
+510% +$2.99M ﹤0.01% 3688
2024
Q3 		$567K Buy
13,889
+10,585
+320% +$416K ﹤0.01% 4818
2024
Q2 		$123K Sell
3,304
-5,870
-64% -$216K ﹤0.01% 5413
2024
Q1 		$344K Buy
9,174
+456
+5% +$16.4K ﹤0.01% 5033
2023
Q4 		$311K Buy
8,718
+6,408
+277% +$217K ﹤0.01% 5084
2023
Q3 		$76.4K Buy
2,310
+2,114
+1,079% +$72.5K ﹤0.01% 5637
2023
Q2 		$6.72K Sell
196
-7,929
-98% -$271K ﹤0.01% 6118
2023
Q1 		$282K Sell
8,125
-194
-2% -$6.85K ﹤0.01% 4842
2022
Q4 		$288K Buy
+8,319
New +$286K ﹤0.01% 4849
2020
Q1 		– Sell
-5,245
Closed -$186K – 5687
2019
Q4 		$186K Sell
5,245
-132
-2% -$4.59K ﹤0.01% 4699
2019
Q3 		$185K Sell
5,377
-1,851
-26% -$63.1K ﹤0.01% 4668
2019
Q2 		$239K Sell
7,228
-363
-5% -$11.9K ﹤0.01% 4594
2019
Q1 		$245K Buy
7,591
+137
+2% +$4.29K ﹤0.01% 4532
2018
Q4 		$217K Buy
+7,454
New +$230K ﹤0.01% 4564

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