Berger Financial Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
6,534
| – | – | 0.03% | 273 |
|
|
2025
Q1 | $416K | Hold |
6,534
| – | – | 0.03% | 282 |
|
|
2024
Q4 | $382K | Buy |
6,534
+144
| +2% | +$8.43K | 0.03% | 290 |
|
|
2024
Q3 | $422K | Buy |
6,390
+1,599
| +33% | +$106K | 0.03% | 252 |
|
|
2024
Q2 | $300K | Hold |
4,791
| – | – | 0.02% | 283 |
|
|
2024
Q1 | $300K | Hold |
4,791
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $280K | Buy |
4,791
+128
| +3% | +$7.48K | 0.03% | 244 |
|
|
2023
Q3 | $254K | Hold |
4,663
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $266K | Hold |
4,663
| – | – | 0.03% | 230 |
|
|
2023
Q1 | $257K | Hold |
4,663
| – | – | 0.03% | 229 |
|
|
2022
Q4 | $233K | Buy |
+4,663
| New | +$233K | 0.03% | 233 |
|
|
2022
Q3 | – | Sell |
-4,545
| Closed | -$219K | – | 248 |
|
|
2022
Q2 | $219K | Buy |
+4,545
| New | +$219K | 0.03% | 222 |
|