ISHARES TR's ticker is JPMV and the CUSIP is 46434V712.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $778,000 | -11.3% | 12,825 | -15.0% | 0.00% | – |
| Q1 2020 | $877,000 | -60.7% | 15,080 | -54.4% | 0.00% | -100.0% |
| Q4 2019 | $2,229,000 | +30.1% | 33,068 | +31.4% | 0.00% | – |
| Q3 2019 | $1,713,000 | -4.6% | 25,168 | -9.2% | 0.00% | – |
| Q2 2019 | $1,796,000 | -24.1% | 27,711 | -22.7% | 0.00% | -100.0% |
| Q1 2019 | $2,367,000 | -32.1% | 35,845 | -35.3% | 0.00% | 0.0% |
| Q4 2018 | $3,488,000 | +202.0% | 55,375 | +229.4% | 0.00% | – |
| Q3 2018 | $1,155,000 | -35.7% | 16,809 | -36.4% | 0.00% | – |
| Q2 2018 | $1,796,000 | -13.0% | 26,412 | -10.3% | 0.00% | -100.0% |
| Q1 2018 | $2,065,000 | -85.2% | 29,443 | -85.7% | 0.00% | -75.0% |
| Q4 2017 | $13,962,000 | +6.7% | 205,581 | +1.0% | 0.00% | 0.0% |
| Q3 2017 | $13,085,000 | +5.3% | 203,493 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $12,430,000 | -45.9% | 199,201 | -48.2% | 0.00% | 0.0% |
| Q1 2017 | $22,978,000 | +4.0% | 384,888 | -0.9% | 0.00% | 0.0% |
| Q4 2016 | $22,104,000 | +128.0% | 388,402 | +146.4% | 0.00% | +33.3% |
| Q3 2016 | $9,696,000 | -12.9% | 157,616 | -16.6% | 0.00% | -25.0% |
| Q2 2016 | $11,137,000 | +118.5% | 188,925 | +111.4% | 0.00% | +100.0% |
| Q1 2016 | $5,098,000 | +171.6% | 89,373 | +171.5% | 0.00% | +100.0% |
| Q4 2015 | $1,877,000 | -24.2% | 32,924 | -28.8% | 0.00% | 0.0% |
| Q3 2015 | $2,476,000 | +72.1% | 46,263 | +81.3% | 0.00% | – |
| Q2 2015 | $1,439,000 | – | 25,522 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|