Capital Asset Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-5,431	Closed	-$237K	–	446
2022 Q3	$237K	Buy	5,431 +706	+15%	+$34.2K	0.03%	277
2022 Q2	$228K	Buy	+4,725	New	+$229K	0.03%	355

Other funds holding JIRE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Asset Advisory Services's JIRE Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2022, closing a stake of 5,431 shares — an estimated $237K sold.

Capital Asset Advisory Services first reported a position in JIRE in Q2 2022 and held it in 2 quarters. The position peaked at $237K in Q3 2022. 61 funds tracked by Wall St. Rank hold JIRE as of Q4 2022.

Capital Asset Advisory Services reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 5,431 JPMorgan International Research Enhanced Equity ETF shares in Q4 2022, an estimated $237K.
Capital Asset Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 2 quarters.
Capital Asset Advisory Services's JPMorgan International Research Enhanced Equity ETF position peaked at $237K in Q3 2022.
61 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.