Concourse Financial Group Securities’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Concourse Financial Group Securities’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	–	Sell	-7,046	Closed	-$427K	–	1119
2024 Q4	$427K	Buy	7,046 +1,029	+17%	+$64.3K	0.02%	519
2024 Q3	$397K	Buy	6,017 +1,070	+22%	+$68.5K	0.02%	519
2024 Q2	$310K	Buy	4,947 +310	+7%	+$19.4K	0.02%	570
2024 Q1	$290K	Buy	4,637 +365	+9%	+$21.8K	0.02%	570
2023 Q4	$250K	Buy	4,272 +554	+15%	+$30.9K	0.02%	595
2023 Q3	$202K	Sell	3,718 -3,390	-48%	-$192K	0.02%	612
2023 Q2	$407K	Buy	7,108 +747	+12%	+$42.1K	0.03%	474
2023 Q1	$350K	Buy	6,361 +731	+13%	+$39.3K	0.03%	501
2022 Q4	$282K	Buy	5,630 +765	+16%	+$37.3K	0.02%	533
2022 Q3	$212K	Buy	4,865 +356	+8%	+$17.3K	0.02%	529
2022 Q2	$218K	Buy	+4,509	New	+$219K	0.02%	584

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

Concourse Financial Group Securities's JIRE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 7,046 shares — an estimated $427K sold.

Concourse Financial Group Securities first reported a position in JIRE in Q2 2022 and held it in 11 quarters. The position peaked at $427K in Q4 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Concourse Financial Group Securities reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 7,046 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $427K.
Concourse Financial Group Securities first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 11 quarters.
Concourse Financial Group Securities's JPMorgan International Research Enhanced Equity ETF position peaked at $427K in Q4 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.