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

JP Morgan Private Wealth Advisors’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
2023
Q3 		$269K Sell
8,130
-542
-6% -$18.6K ﹤0.01% 1525
2023
Q2 		$297K Sell
8,672
-185
-2% -$6.33K ﹤0.01% 1244
2023
Q1 		$307K Buy
8,857
+2,221
+33% +$78.5K ﹤0.01% 1667
2022
Q4 		$230K Buy
+6,636
New +$228K ﹤0.01% 1762

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SMMV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 6.3% in Q3 2023, selling an estimated $18.6K and leaving 8,130 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

JP Morgan Private Wealth Advisors first reported a position in SMMV in Q4 2022 and has held it in 4 quarters since. The position peaked at $307K in Q1 2023. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,130 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $269K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 542 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2023, an estimated $18.6K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1525 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $307K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.