San Francisco Sentry Investment Group’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$123K	Hold	3,495	–	–	0.06%	254
2021 Q1	$117K	Hold	3,495	–	–	0.05%	279
2020 Q4	$111K	Sell	3,495 -1,550	-31%	-$47.8K	0.05%	264
2020 Q3	$148K	Buy	5,045 +340	+7%	+$10K	0.08%	220
2020 Q2	$131K	Buy	4,705 +795	+20%	+$21.7K	0.07%	224
2020 Q1	$97K	Buy	3,910 +420	+12%	+$12.5K	0.06%	227
2019 Q4	$109K	Buy	3,490 +1,520	+77%	+$46.3K	0.05%	275
2019 Q3	$59K	Buy	1,970 +1,170	+146%	+$34.7K	0.03%	351
2019 Q2	$23K	Buy	+800	New	+$22.7K	0.01%	463

Other funds holding JMIN

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

San Francisco Sentry Investment Group's JMIN Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its JPMorgan U.S. Minimum Volatility ETF (JMIN) position steady in Q2 2021 at 3,495 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #254.

San Francisco Sentry Investment Group first reported a position in JMIN in Q2 2019 and has held it in 9 quarters since. The position peaked at $148K in Q3 2020. 14 funds tracked by Wall St. Rank hold JMIN as of Q2 2021.

San Francisco Sentry Investment Group held 3,495 shares of JPMorgan U.S. Minimum Volatility ETF worth $123K as of Q2 2021.
San Francisco Sentry Investment Group left its JPMorgan U.S. Minimum Volatility ETF share count unchanged in Q2 2021.
JPMorgan U.S. Minimum Volatility ETF made up 0.06% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #254 holding.
San Francisco Sentry Investment Group first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q2 2019 and has held it in 9 quarters since.
San Francisco Sentry Investment Group's JPMorgan U.S. Minimum Volatility ETF position peaked at $148K in Q3 2020.
14 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.