L.J. Altfest & Co’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-18,437
Closed -$653K 286
2022
Q2
$653K Buy
18,437
+2,856
+18% +$106K 0.12% 121
2022
Q1
$598K Buy
+15,581
New +$579K 0.11% 136
2021
Q4
Sell
-6,151
Closed -$216K 282
2021
Q3
$216K Buy
6,151
+259
+4% +$9.36K 0.05% 244
2021
Q2
$207K Buy
+5,892
New +$206K 0.04% 255
2020
Q2
Sell
-9,743
Closed -$241K 237
2020
Q1
$241K Sell
9,743
-603
-6% -$17.9K 0.08% 156
2019
Q4
$325K Sell
10,346
-6,714
-39% -$204K 0.08% 144
2019
Q3
$515K Sell
17,060
-86,891
-84% -$2.58M 0.13% 99
2019
Q2
$3.02M Buy
+103,951
New +$2.95M 0.8% 22

L.J. Altfest & Co's JMIN Position: Q3 2022 in Review

L.J. Altfest & Co sold out of JPMorgan U.S. Minimum Volatility ETF (JMIN) in Q3 2022, closing a stake of 18,437 shares — an estimated $653K sold.

L.J. Altfest & Co first reported a position in JMIN in Q2 2019 and held it in 8 quarters. The position peaked at $3.02M in Q2 2019. 0 funds tracked by Wall St. Rank hold JMIN as of Q3 2022.

  • L.J. Altfest & Co reported no remaining JPMorgan U.S. Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 18,437 JPMorgan U.S. Minimum Volatility ETF shares in Q3 2022, an estimated $653K.
  • L.J. Altfest & Co first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q2 2019 and held it in 8 quarters.
  • L.J. Altfest & Co's JPMorgan U.S. Minimum Volatility ETF position peaked at $3.02M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q3 2022.

Based on L.J. Altfest & Co's 13F filing for Q3 2022, filed 15 Nov 2022.