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JP Morgan Private Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$64.9M Sell
896,171
-56,400
-6% -$4.21M 0.19% 128
2023
Q2 		$70.8M Sell
952,571
-102,010
-10% -$7.45M 0.37% 66
2023
Q1 		$76.7M Buy
1,054,581
+1,508
+0.1% +$108K 0.16% 131
2022
Q4 		$75.9M Buy
1,053,073
+164,259
+18% +$11.7M 0.17% 132
2022
Q3 		$58.8M Buy
888,814
+65,864
+8% +$4.75M 0.15% 150
2022
Q2 		$57.8M Sell
822,950
-18,124
-2% -$1.33M 0.15% 155
2022
Q1 		$65.2M Buy
841,074
+137,252
+20% +$10.4M 0.14% 159
2021
Q4 		$56.9M Sell
703,822
-16,392
-2% -$1.27M 0.12% 173
2021
Q3 		$52.9M Buy
720,214
+6,815
+1% +$519K 0.13% 170
2021
Q2 		$52.5M Sell
713,399
-52,372
-7% -$3.78M 0.14% 167
2021
Q1 		$53M Sell
765,771
-501,828
-40% -$33.9M 0.17% 136
2020
Q4 		$86M Buy
1,267,599
+996
+0.1% +$65.6K 0.28% 85
2020
Q3 		$80.7M Sell
1,266,603
-13,842
-1% -$878K 0.31% 78
2020
Q2 		$77.6M Sell
1,280,445
-92,301
-7% -$5.48M 0.35% 76
2020
Q1 		$74.1M Sell
1,372,746
-529,958
-28% -$33.6M 0.42% 66
2019
Q4 		$125M Buy
1,902,704
+77,892
+4% +$5M 0.57% 43
2019
Q3 		$117M Buy
1,824,812
+473,291
+35% +$30M 0.61% 39
2019
Q2 		$83.4M Buy
1,351,521
+71,682
+6% +$4.3M 0.46% 55
2019
Q1 		$75.3M Buy
1,279,839
+152,169
+13% +$8.52M 0.39% 63
2018
Q4 		$59.1M Buy
1,127,670
+924,870
+456% +$50.8M 0.36% 70
2018
Q3 		$11.6M Sell
202,800
-9,783
-5% -$545K 0.06% 272
2018
Q2 		$11.3M Sell
212,583
-7,135
-3% -$375K 0.06% 256
2018
Q1 		$11.4M Buy
219,718
+6,598
+3% +$349K 0.08% 216
2017
Q4 		$11.2M Sell
213,120
-7,314
-3% -$379K 0.07% 227
2017
Q3 		$11.1M Buy
220,434
+12,883
+6% +$642K 0.08% 211
2017
Q2 		$10.2M Buy
207,551
+9,033
+5% +$440K 0.08% 209
2017
Q1 		$9.47M Buy
198,518
+2,571
+1% +$120K 0.07% 220
2016
Q4 		$8.86M Sell
195,947
-7,983
-4% -$356K 0.08% 207
2016
Q3 		$9.27M Buy
203,930
+87,300
+75% +$4.04M 0.09% 201
2016
Q2 		$5.39M Buy
116,630
+80,668
+224% +$3.58M 0.05% 254
2016
Q1 		$1.58M Buy
+35,962
New +$1.5M 0.02% 455

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.9% in Q3 2023, selling an estimated $4.21M and leaving 896,171 shares worth $64.9M. The position accounts for 0.19% of the portfolio, ranked #128.

JP Morgan Private Wealth Advisors first reported a position in USMV in Q1 2016 and has held it in 31 quarters since. The position peaked at $125M in Q4 2019. 1,146 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 896,171 shares of iShares MSCI USA Min Vol Factor ETF worth $64.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 56,400 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $4.21M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.19% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #128 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $125M in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI USA 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.