LPL Financial
JPMV

LPL Financial’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

LPL Financial’s Portfolio JPMV Stock Details JPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,454
Closed -$289K – 3406
2019
Q2 		$289K Sell
4,454
-5,725
-56% -$371K ﹤0.01% 2729
2019
Q1 		$672K Sell
10,179
-1,568
-13% -$103K ﹤0.01% 1961
2018
Q4 		$740K Sell
11,747
-32
-0.3% -$2.08K ﹤0.01% 1745
2018
Q3 		$810K Sell
11,779
-155
-1% -$10.4K ﹤0.01% 1837
2018
Q2 		$812K Buy
11,934
+1,291
+12% +$90K ﹤0.01% 1778
2018
Q1 		$747K Buy
10,643
+585
+6% +$40.6K ﹤0.01% 1829
2017
Q4 		$683K Sell
10,058
-144
-1% -$9.65K ﹤0.01% 1792
2017
Q3 		$656K Sell
10,202
-1,005
-9% -$63.8K ﹤0.01% 1738
2017
Q2 		$699K Buy
11,207
+477
+4% +$29.5K ﹤0.01% 1629
2017
Q1 		$646K Buy
10,730
+170
+2% +$10K ﹤0.01% 1581
2016
Q4 		$604K Sell
10,560
-1,310
-11% -$77.5K ﹤0.01% 1574
2016
Q3 		$721K Buy
11,870
+766
+7% +$46K 0.01% 1432
2016
Q2 		$662K Sell
11,104
-7,598
-41% -$442K 0.01% 1450
2016
Q1 		$1.03M Buy
18,702
+5,736
+44% +$318K ﹤0.01% 1648
2015
Q4 		$736K Buy
12,966
+8,441
+187% +$477K ﹤0.01% 1928
2015
Q3 		$251K Buy
+4,525
New +$254K ﹤0.01% 2343

Other funds holding JPMV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's JPMV Position: Q3 2019 in Review

LPL Financial sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q3 2019, closing a stake of 4,454 shares — an estimated $289K sold.

LPL Financial first reported a position in JPMV in Q3 2015 and held it in 16 quarters. The position peaked at $1.03M in Q1 2016. 15 funds tracked by Wall St. Rank hold JPMV as of Q3 2019.

  • LPL Financial reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 4,454 iShares Edge MSCI Min Vol Japan ETF shares in Q3 2019, an estimated $289K.
  • LPL Financial first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q3 2015 and held it in 16 quarters.
  • LPL Financial's iShares Edge MSCI Min Vol Japan ETF position peaked at $1.03M in Q1 2016.
  • 15 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.