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Center for Financial Planning’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-28
Closed -$1.75K – 609
2024
Q1 		$1.75K Buy
+28
New +$1.67K ﹤0.01% 528

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Center for Financial Planning's JIRE Position: Q2 2024 in Review

Center for Financial Planning sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2024, closing a stake of 28 shares — an estimated $1.75K sold.

Center for Financial Planning first reported a position in JIRE in Q1 2024 and held it in 1 quarter. The position peaked at $1.75K in Q1 2024. 123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

  • Center for Financial Planning reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 28 JPMorgan International Research Enhanced Equity ETF shares in Q2 2024, an estimated $1.75K.
  • Center for Financial Planning first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's JPMorgan International Research Enhanced Equity ETF position peaked at $1.75K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.