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Aveo Capital Partners’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Aveo Capital Partners’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
2023
Q3 		– Sell
-3,916
Closed -$224K – 346
2023
Q2 		$224K Sell
3,916
-654
-14% -$36.9K 0.03% 311
2023
Q1 		$252K Buy
4,570
+98
+2% +$5.27K 0.03% 291
2022
Q4 		$224K Buy
+4,472
New +$218K 0.03% 297

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aveo Capital Partners's JIRE Position: Q3 2023 in Review

Aveo Capital Partners sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2023, closing a stake of 3,916 shares — an estimated $224K sold.

Aveo Capital Partners first reported a position in JIRE in Q4 2022 and held it in 3 quarters. The position peaked at $252K in Q1 2023. 68 funds tracked by Wall St. Rank hold JIRE as of Q3 2023.

  • Aveo Capital Partners reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 3,916 JPMorgan International Research Enhanced Equity ETF shares in Q3 2023, an estimated $224K.
  • Aveo Capital Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and held it in 3 quarters.
  • Aveo Capital Partners's JPMorgan International Research Enhanced Equity ETF position peaked at $252K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.