LJAC
JMIN
L.J. Altfest & Co’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,437
| Closed | -$653K | – | 286 |
|
|
2022
Q2 | $653K | Buy |
18,437
+2,856
| +18% | +$101K | 0.12% | 121 |
|
|
2022
Q1 | $598K | Buy |
+15,581
| New | +$598K | 0.11% | 136 |
|
|
2021
Q4 | – | Sell |
-6,151
| Closed | -$216K | – | 282 |
|
|
2021
Q3 | $216K | Buy |
6,151
+259
| +4% | +$9.1K | 0.05% | 244 |
|
|
2021
Q2 | $207K | Buy |
+5,892
| New | +$207K | 0.04% | 255 |
|
|
2020
Q2 | – | Sell |
-9,743
| Closed | -$241K | – | 237 |
|
|
2020
Q1 | $241K | Sell |
9,743
-603
| -6% | -$14.9K | 0.08% | 156 |
|
|
2019
Q4 | $325K | Sell |
10,346
-6,714
| -39% | -$211K | 0.08% | 142 |
|
|
2019
Q3 | $515K | Sell |
17,060
-86,891
| -84% | -$2.62M | 0.13% | 98 |
|
|
2019
Q2 | $3.02M | Buy |
+103,951
| New | +$3.02M | 0.8% | 21 |
|