Avior Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-13	Closed	-$760	–	1569
2024 Q4	$760	Hold	13	–	–	﹤0.01%	2233
2024 Q3	$858	Hold	13	–	–	﹤0.01%	2094
2024 Q2	$813	Hold	13	–	–	﹤0.01%	2049
2024 Q1	$814	Hold	13	–	–	﹤0.01%	2447
2023 Q4	$759	Hold	13	–	–	﹤0.01%	1394
2023 Q3	$706	Hold	13	–	–	﹤0.01%	1466
2023 Q2	$742	Hold	13	–	–	﹤0.01%	1430
2023 Q1	$715	Hold	13	–	–	﹤0.01%	1489
2022 Q4	$650	Hold	13	–	–	﹤0.01%	1155
2022 Q3	$0	Buy	+13	New	+$630	﹤0.01%	1225

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avior Wealth Management's JIRE Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 13 shares — an estimated $760 sold.

Avior Wealth Management first reported a position in JIRE in Q3 2022 and held it in 10 quarters. The position peaked at $858 in Q3 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 13 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $760.
Avior Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $858 in Q3 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.