Founders Financial Alliance’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Founders Financial Alliance’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
2023 Q1	–	Sell	-483	Closed	-$24.2K	–	475
2022 Q4	$24.2K	Hold	483	–	–	0.01%	383
2022 Q3	$21K	Hold	483	–	–	0.01%	382
2022 Q2	$23K	Buy	+483	New	+$23.4K	0.01%	396

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Founders Financial Alliance's JIRE Position: Q1 2023 in Review

Founders Financial Alliance sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2023, closing a stake of 483 shares — an estimated $24.2K sold.

Founders Financial Alliance first reported a position in JIRE in Q2 2022 and held it in 3 quarters. The position peaked at $24.2K in Q4 2022. 58 funds tracked by Wall St. Rank hold JIRE as of Q1 2023.

Founders Financial Alliance reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2023 after selling out during the quarter.
Founders Financial Alliance sold 483 JPMorgan International Research Enhanced Equity ETF shares in Q1 2023, an estimated $24.2K.
Founders Financial Alliance first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 3 quarters.
Founders Financial Alliance's JPMorgan International Research Enhanced Equity ETF position peaked at $24.2K in Q4 2022.
58 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2023.

Based on Founders Financial Alliance's 13F filing for Q1 2023, filed 15 May 2023.