EFS
Essex Financial Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
4,697
| – | – | 0.02% | 519 |
|
|
2025
Q1 | $299K | Buy |
4,697
+345
| +8% | +$22K | 0.02% | 497 |
|
|
2024
Q4 | $255K | Buy |
+4,352
| New | +$255K | 0.02% | 534 |
|
|
2024
Q3 | – | Sell |
-3,487
| Closed | -$215K | – | 643 |
|
|
2024
Q2 | $215K | Hold |
3,487
| – | – | 0.02% | 566 |
|
|
2024
Q1 | $218K | Buy |
+3,487
| New | +$218K | 0.02% | 491 |
|