Buffington Mohr McNeal’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Buffington Mohr McNeal’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	$16.1M	Sell	253,125 -21,966	-8%	-$1.38M	3.18%	6
2024 Q4	$16.1M	Buy	275,091 +4,077	+2%	+$255K	2.67%	9
2024 Q3	$17.9M	Buy	271,014 +11,131	+4%	+$713K	2.94%	7
2024 Q2	$16.3M	Buy	259,883 +9,896	+4%	+$619K	2.85%	7
2024 Q1	$15.7M	Buy	249,987 +23,228	+10%	+$1.39M	2.83%	9
2023 Q4	$13.3M	Buy	226,759 +13,675	+6%	+$763K	2.66%	8
2023 Q3	$11.6M	Buy	213,084 +5,884	+3%	+$333K	2.63%	10
2023 Q2	$11.8M	Buy	+207,200	New	+$11.7M	2.56%	11

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 $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Buffington Mohr McNeal's JIRE Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 8% in Q1 2025, selling an estimated $1.38M and leaving 253,125 shares worth $16.1M. The position accounts for 3.18% of the portfolio, ranked #6.

Buffington Mohr McNeal first reported a position in JIRE in Q2 2023 and has held it in 8 quarters since. The position peaked at $17.9M in Q3 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Buffington Mohr McNeal held 253,125 shares of JPMorgan International Research Enhanced Equity ETF worth $16.1M as of Q1 2025.
Buffington Mohr McNeal sold 21,966 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $1.38M.
JPMorgan International Research Enhanced Equity ETF made up 3.18% of Buffington Mohr McNeal's portfolio in Q1 2025, its #6 holding.
Buffington Mohr McNeal first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2023 and has held it in 8 quarters since.
Buffington Mohr McNeal's JPMorgan International Research Enhanced Equity ETF position peaked at $17.9M in Q3 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.