JP Morgan Chase’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171M | Sell |
1,865,981
-1,676,782
| -47% | -$159M | 0.01% | 763 |
|
|
2025
Q4 | $334M | Buy |
3,542,763
+198,476
| +6% | +$18.7M | 0.02% | 498 |
|
|
2025
Q3 | $318M | Sell |
3,344,287
-85,642
| -2% | -$8.02M | 0.02% | 543 |
|
|
2025
Q2 | $322M | Sell |
3,429,929
-416,100
| -11% | -$38.3M | 0.02% | 535 |
|
|
2025
Q1 | $360M | Buy |
3,846,029
+568,565
| +17% | +$52.3M | 0.03% | 477 |
|
|
2024
Q4 | $291M | Sell |
3,277,464
-209,097
| -6% | -$19.2M | 0.02% | 540 |
|
|
2024
Q3 | $318M | Sell |
3,486,561
-2,217,615
| -39% | -$196M | 0.03% | 516 |
|
|
2024
Q2 | $479M | Buy |
5,704,176
+1,627,815
| +40% | +$134M | 0.04% | 382 |
|
|
2024
Q1 | $341M | Sell |
4,076,361
-645,021
| -14% | -$52M | 0.03% | 491 |
|
|
2023
Q4 | $368M | Buy |
4,721,382
+1,808,316
| +62% | +$135M | 0.04% | 435 |
|
|
2023
Q3 | $211M | Sell |
2,913,066
-248,874
| -8% | -$18.6M | 0.02% | 535 |
|
|
2023
Q2 | $235M | Buy |
3,161,940
+883,786
| +39% | +$64.6M | 0.03% | 513 |
|
|
2023
Q1 | $166M | Buy |
2,278,154
+592,907
| +35% | +$42.6M | 0.02% | 597 |
|
|
2022
Q4 | $122M | Buy |
1,685,247
+1,396,259
| +483% | +$99.4M | 0.02% | 705 |
|
|
2022
Q3 | $19.1M | Sell |
288,988
-23,841
| -8% | -$1.72M | ﹤0.01% | 1613 |
|
|
2022
Q2 | $22M | Buy |
312,829
+8,372
| +3% | +$613K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $23.6M | Sell |
304,457
-428,131
| -58% | -$32.4M | ﹤0.01% | 1646 |
|
|
2021
Q4 | $59.3M | Sell |
732,588
-5,923
| -0.8% | -$459K | 0.01% | 1122 |
|
|
2021
Q3 | $54.3M | Buy |
738,511
+486,211
| +193% | +$37M | 0.01% | 1137 |
|
|
2021
Q2 | $18.6M | Buy |
252,300
+7,977
| +3% | +$576K | ﹤0.01% | 1906 |
|
|
2021
Q1 | $16.9M | Sell |
244,323
-182,399
| -43% | -$12.3M | ﹤0.01% | 1901 |
|
|
2020
Q4 | $29M | Sell |
426,722
-97,736
| -19% | -$6.43M | ﹤0.01% | 1360 |
|
|
2020
Q3 | $33.2M | Sell |
524,458
-6,377
| -1% | -$405K | 0.01% | 1185 |
|
|
2020
Q2 | $32.2M | Sell |
530,835
-516,410
| -49% | -$30.6M | 0.01% | 1088 |
|
|
2020
Q1 | $56.6M | Sell |
1,047,245
-47,584
| -4% | -$3.02M | 0.01% | 762 |
|
|
2019
Q4 | $71.8M | Buy |
1,094,829
+477,353
| +77% | +$30.7M | 0.01% | 792 |
|
|
2019
Q3 | $39.6M | Buy |
617,476
+163,265
| +36% | +$10.3M | 0.01% | 1071 |
|
|
2019
Q2 | $27.9M | Buy |
454,211
+1,312
| +0.3% | +$78.8K | 0.01% | 1329 |
|
|
2019
Q1 | $26.6M | Buy |
452,899
+61,828
| +16% | +$3.46M | 0.01% | 1341 |
|
|
2018
Q4 | $20.5M | Buy |
391,071
+45,736
| +13% | +$2.51M | 0.01% | 1474 |
|
|
2018
Q3 | $19.7M | Sell |
345,335
-19,619
| -5% | -$1.09M | ﹤0.01% | 1669 |
|
|
2018
Q2 | $19.4M | Buy |
364,954
+75,453
| +26% | +$3.97M | ﹤0.01% | 1608 |
|
|
2018
Q1 | $15M | Sell |
289,501
-98,488
| -25% | -$5.21M | ﹤0.01% | 1726 |
|
|
2017
Q4 | $20.5M | Sell |
387,989
-443,654
| -53% | -$23M | ﹤0.01% | 1549 |
|
|
2017
Q3 | $41.7M | Buy |
831,643
+462,336
| +125% | +$23.1M | 0.01% | 1034 |
|
|
2017
Q2 | $18.1M | Sell |
369,307
-120,692
| -25% | -$5.88M | ﹤0.01% | 1528 |
|
|
2017
Q1 | $23.4M | Sell |
489,999
-332,624
| -40% | -$15.6M | 0.01% | 1371 |
|
|
2016
Q4 | $37.2M | Sell |
822,623
-1,797,156
| -69% | -$80.2M | 0.01% | 1075 |
|
|
2016
Q3 | $119M | Buy |
2,619,779
+1,912,030
| +270% | +$88.5M | 0.03% | 508 |
|
|
2016
Q2 | $32.7M | Sell |
707,749
-158,607
| -18% | -$7.04M | 0.01% | 1060 |
|
|
2016
Q1 | $38.1M | Buy |
866,356
+23,552
| +3% | +$980K | 0.01% | 958 |
|
|
2015
Q4 | $35.2M | Buy |
842,804
+14,421
| +2% | +$601K | 0.01% | 993 |
|
|
2015
Q3 | $32.8M | Buy |
828,383
+152,434
| +23% | +$6.23M | 0.01% | 983 |
|
|
2015
Q2 | $27.3M | Buy |
675,949
+18,914
| +3% | +$782K | 0.01% | 1216 |
|
|
2015
Q1 | $27.1M | Buy |
657,035
+271,559
| +70% | +$11.2M | 0.01% | 1230 |
|
|
2014
Q4 | $15.6M | Buy |
385,476
+321,286
| +501% | +$12.6M | ﹤0.01% | 1632 |
|
|
2014
Q3 | $2.42M | Buy |
64,190
+372
| +0.6% | +$14K | ﹤0.01% | 2801 |
|
|
2014
Q2 | $2.38M | Buy |
63,818
+4,753
| +8% | +$174K | ﹤0.01% | 2433 |
|
|
2014
Q1 | $2.13M | Buy |
59,065
+4,325
| +8% | +$153K | ﹤0.01% | 2522 |
|
|
2013
Q4 | $1.94M | Buy |
54,740
+27,759
| +103% | +$963K | ﹤0.01% | 2773 |
|
|
2013
Q3 | $897K | Sell |
26,981
-279,856
| -91% | -$9.35M | ﹤0.01% | 3338 |
|
|
2013
Q2 | $9.99M | Buy |
+306,837
| New | +$10.2M | ﹤0.01% | 1686 |
|
Other funds holding USMV
CCA
MRC
