Carson Wealth (CWM LLC)’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.9M | Buy |
1,411,110
+325,981
| +30% | +$23.1M | 0.35% | 58 |
|
|
2025
Q1 | $69.1M | Buy |
1,085,129
+473,617
| +77% | +$30.2M | 0.28% | 77 |
|
|
2024
Q4 | $35.8M | Buy |
611,512
+14,107
| +2% | +$825K | 0.15% | 128 |
|
|
2024
Q3 | $39.4M | Sell |
597,405
-183,316
| -23% | -$12.1M | 0.17% | 117 |
|
|
2024
Q2 | $48.9M | Buy |
780,721
+13,747
| +2% | +$861K | 0.23% | 85 |
|
|
2024
Q1 | $48M | Buy |
766,974
+256,358
| +50% | +$16.1M | 0.23% | 84 |
|
|
2023
Q4 | $29.8M | Buy |
510,616
+241,471
| +90% | +$14.1M | 0.16% | 130 |
|
|
2023
Q3 | $14.6M | Buy |
269,145
+155,464
| +137% | +$8.45M | 0.09% | 188 |
|
|
2023
Q2 | $6.5M | Buy |
113,681
+112,498
| +9,510% | +$6.43M | 0.04% | 297 |
|
|
2023
Q1 | $65K | Sell |
1,183
-1,313
| -53% | -$72.1K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $125K | Sell |
2,496
-56
| -2% | -$2.8K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $111K | Buy |
2,552
+2,520
| +7,875% | +$110K | ﹤0.01% | 1293 |
|
|
2022
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 3346 |
|