Continuum Advisory’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-135	Closed	-$8.6K	–	1032
2025 Q1	$8.6K	Buy	+135	New	+$8.46K	﹤0.01%	1015
2024 Q4	–	Sell	-224	Closed	-$13.7K	–	1915
2024 Q3	$13.7K	Buy	+224	New	+$14.4K	﹤0.01%	921
2023 Q3	–	Sell	-4,622	Closed	-$264K	–	466
2023 Q2	$264K	Sell	4,622 -905	-16%	-$51K	0.04%	386
2023 Q1	$304K	Sell	5,527 -118	-2%	-$6.34K	0.05%	350
2022 Q4	$283K	Sell	5,645 -6,492	-53%	-$317K	0.05%	351
2022 Q3	$529K	Buy	12,137 +5,626	+86%	+$273K	0.09%	226
2022 Q2	$314K	Buy	+6,511	New	+$316K	0.06%	327

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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Continuum Advisory's JIRE Position: Q2 2025 in Review

Continuum Advisory sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2025, closing a stake of 135 shares — an estimated $8.6K sold.

Continuum Advisory first reported a position in JIRE in Q2 2022 and held it in 7 quarters. The position peaked at $529K in Q3 2022. 230 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

Continuum Advisory reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 135 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $8.6K.
Continuum Advisory first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 7 quarters.
Continuum Advisory's JPMorgan International Research Enhanced Equity ETF position peaked at $529K in Q3 2022.
230 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.