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Avalon Capital Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Avalon Capital Management’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-76,317
Closed -$5.04M – 142
2024
Q3 		$5.04M Buy
+76,317
New +$4.89M 1.53% 20

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Avalon Capital Management's JIRE Position: Q4 2024 in Review

Avalon Capital Management sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2024, closing a stake of 76,317 shares — an estimated $5.04M sold.

Avalon Capital Management first reported a position in JIRE in Q3 2024 and held it in 1 quarter. The position peaked at $5.04M in Q3 2024. 165 funds tracked by Wall St. Rank hold JIRE as of Q4 2024.

  • Avalon Capital Management reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Avalon Capital Management sold 76,317 JPMorgan International Research Enhanced Equity ETF shares in Q4 2024, an estimated $5.04M.
  • Avalon Capital Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and held it in 1 quarter.
  • Avalon Capital Management's JPMorgan International Research Enhanced Equity ETF position peaked at $5.04M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2024.

Based on Avalon Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.