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Buck Wealth Strategies’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-741
Closed -$40.3K – 218
2023
Q3 		$40.3K Buy
+741
New +$41.9K 0.02% 125

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Buck Wealth Strategies's JIRE Position: Q4 2023 in Review

Buck Wealth Strategies sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2023, closing a stake of 741 shares — an estimated $40.3K sold.

Buck Wealth Strategies first reported a position in JIRE in Q3 2023 and held it in 1 quarter. The position peaked at $40.3K in Q3 2023. 83 funds tracked by Wall St. Rank hold JIRE as of Q4 2023.

  • Buck Wealth Strategies reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 741 JPMorgan International Research Enhanced Equity ETF shares in Q4 2023, an estimated $40.3K.
  • Buck Wealth Strategies first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's JPMorgan International Research Enhanced Equity ETF position peaked at $40.3K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.