Family Asset Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Family Asset Management’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 Q3	$28.8K	Buy	436 +24	+6%	+$1.54K	0.02%	155
2024 Q2	$25.8K	Buy	412 +12	+3%	+$750	0.02%	165
2024 Q1	$25K	Buy	+400	New	+$23.9K	0.02%	147

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

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

Family Asset Management's JIRE Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.8% in Q3 2024, buying an estimated $1.54K and bringing the position to 436 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #155.

Family Asset Management first reported a position in JIRE in Q1 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

Family Asset Management held 436 shares of JPMorgan International Research Enhanced Equity ETF worth $28.8K as of Q3 2024.
Family Asset Management bought 24 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $1.54K.
JPMorgan International Research Enhanced Equity ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #155 holding.
Family Asset Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 3 quarters since.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.