ISHARES TR's ticker is JPMV and the CUSIP is 46434V712.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $149,000 | -39.4% | 2,461 | -41.8% | 0.00% | – |
| Q1 2020 | $246,000 | -35.8% | 4,228 | -25.6% | 0.00% | – |
| Q4 2019 | $383,000 | -24.2% | 5,679 | -23.4% | 0.00% | – |
| Q3 2019 | $505,000 | -2.3% | 7,415 | -7.0% | 0.00% | – |
| Q2 2019 | $517,000 | -74.5% | 7,972 | -74.0% | 0.00% | – |
| Q1 2019 | $2,027,000 | +46.2% | 30,691 | +39.5% | 0.00% | – |
| Q4 2018 | $1,386,000 | -13.4% | 21,999 | -5.5% | 0.00% | – |
| Q3 2018 | $1,601,000 | +148.2% | 23,281 | +145.5% | 0.00% | – |
| Q2 2018 | $645,000 | -10.0% | 9,483 | -7.3% | 0.00% | – |
| Q1 2018 | $717,000 | -67.7% | 10,235 | -68.7% | 0.00% | – |
| Q4 2017 | $2,219,000 | +9.3% | 32,672 | +3.4% | 0.00% | – |
| Q3 2017 | $2,031,000 | -14.0% | 31,598 | -16.5% | 0.00% | – |
| Q2 2017 | $2,361,000 | +5.3% | 37,830 | +0.7% | 0.00% | – |
| Q1 2017 | $2,242,000 | -53.4% | 37,557 | -55.6% | 0.00% | -100.0% |
| Q4 2016 | $4,810,000 | -43.2% | 84,516 | -38.6% | 0.00% | -50.0% |
| Q3 2016 | $8,467,000 | -16.2% | 137,634 | -19.7% | 0.00% | 0.0% |
| Q2 2016 | $10,104,000 | +7.5% | 171,394 | +4.0% | 0.00% | 0.0% |
| Q1 2016 | $9,396,000 | +105.8% | 164,729 | +105.7% | 0.00% | +100.0% |
| Q4 2015 | $4,565,000 | +269.6% | 80,092 | +246.9% | 0.00% | – |
| Q3 2015 | $1,235,000 | -62.9% | 23,085 | -60.9% | 0.00% | -100.0% |
| Q2 2015 | $3,329,000 | +918.0% | 59,054 | +923.6% | 0.00% | – |
| Q1 2015 | $327,000 | – | 5,769 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|