D.J. St. Germain’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

D.J. St. Germain’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 Q4	–	Sell	-45	Closed	-$2.97K	–	854
2024 Q3	$2.97K	Hold	45	–	–	﹤0.01%	644
2024 Q2	$2.82K	Buy	+45	New	+$2.81K	﹤0.01%	662

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return

GVAG

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

D.J. St. Germain's JIRE Position: Q4 2024 in Review

D.J. St. Germain sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2024, closing a stake of 45 shares — an estimated $2.97K sold.

D.J. St. Germain first reported a position in JIRE in Q2 2024 and held it in 2 quarters. The position peaked at $2.97K in Q3 2024. 165 funds tracked by Wall St. Rank hold JIRE as of Q4 2024.

D.J. St. Germain reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
D.J. St. Germain sold 45 JPMorgan International Research Enhanced Equity ETF shares in Q4 2024, an estimated $2.97K.
D.J. St. Germain first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and held it in 2 quarters.
D.J. St. Germain's JPMorgan International Research Enhanced Equity ETF position peaked at $2.97K in Q3 2024.
165 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.