Cetera Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Cetera Advisors’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 Q1	$4.92M	Buy	78,632 +60,672	+338%	+$3.63M	0.04%	467
2023 Q4	$1.05M	Buy	17,960 +2,577	+17%	+$144K	0.01%	753
2023 Q3	$836K	Sell	15,383 -2,884	-16%	-$163K	0.01%	797
2023 Q2	$1.04M	Buy	18,267 +9,487	+108%	+$535K	0.02%	696
2023 Q1	$484K	Buy	8,780 +3,865	+79%	+$208K	0.01%	1039
2022 Q4	$246K	Buy	+4,915	New	+$240K	﹤0.01%	1335

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Cetera Advisors's JIRE Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 338% in Q1 2024, buying an estimated $3.63M and bringing the position to 78,632 shares worth $4.92M. The position accounts for 0.04% of the portfolio, ranked #467.

Cetera Advisors first reported a position in JIRE in Q4 2022 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold JIRE as of Q1 2024.

Cetera Advisors held 78,632 shares of JPMorgan International Research Enhanced Equity ETF worth $4.92M as of Q1 2024.
Cetera Advisors bought 60,672 JPMorgan International Research Enhanced Equity ETF shares in Q1 2024, an estimated $3.63M.
JPMorgan International Research Enhanced Equity ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #467 holding.
Cetera Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.