RPGK
JMIN

Retirement Planning Group (Kansas)’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio JMIN Stock Details JMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24,178
Closed -$856K – 140
2022
Q2 		$856K Sell
24,178
-2,397
-9% -$88.9K 0.11% 55
2022
Q1 		$1.02M Sell
26,575
-434
-2% -$16.1K 0.11% 46
2021
Q4 		$1.04M Sell
27,009
-261
-1% -$9.63K 0.1% 43
2021
Q3 		$959K Sell
27,270
-1,889
-6% -$68.2K 0.11% 37
2021
Q2 		$1.03M Sell
29,159
-786
-3% -$27.5K 0.12% 41
2021
Q1 		$1M Sell
29,945
-5,878
-16% -$190K 0.14% 31
2020
Q4 		$1.14M Sell
35,823
-2,611
-7% -$80.6K 0.16% 29
2020
Q3 		$1.13M Sell
38,434
-621,219
-94% -$18.3M 0.18% 27
2020
Q2 		$18.4M Sell
659,653
-1,176,190
-64% -$32.1M 3.39% 13
2020
Q1 		$45.3M Buy
1,835,843
+123,896
+7% +$3.68M 10.82% 4
2019
Q4 		$53.7M Buy
1,711,947
+87,282
+5% +$2.66M 10.69% 2
2019
Q3 		$49M Buy
+1,624,665
New +$48.2M 10.38% 3

Retirement Planning Group (Kansas)'s JMIN Position: Q3 2022 in Review

Retirement Planning Group (Kansas) sold out of JPMorgan U.S. Minimum Volatility ETF (JMIN) in Q3 2022, closing a stake of 24,178 shares — an estimated $856K sold.

Retirement Planning Group (Kansas) first reported a position in JMIN in Q3 2019 and held it in 12 quarters. The position peaked at $53.7M in Q4 2019. 0 funds tracked by Wall St. Rank hold JMIN as of Q3 2022.

  • Retirement Planning Group (Kansas) reported no remaining JPMorgan U.S. Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 24,178 JPMorgan U.S. Minimum Volatility ETF shares in Q3 2022, an estimated $856K.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q3 2019 and held it in 12 quarters.
  • Retirement Planning Group (Kansas)'s JPMorgan U.S. Minimum Volatility ETF position peaked at $53.7M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q3 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2022, filed 14 Oct 2022.