GHP Investment Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

GHP Investment Advisors’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	–	Sell	-167	Closed	-$10.5K	–	1029
2024 Q2	$10.5K	Buy	+167	New	+$10.4K	﹤0.01%	683
2024 Q1	–	Sell	-97	Closed	-$5.67K	–	856
2023 Q4	$5.67K	Buy	+97	New	+$5.41K	﹤0.01%	702

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

GHP Investment Advisors's JIRE Position: Q3 2024 in Review

GHP Investment Advisors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2024, closing a stake of 167 shares — an estimated $10.5K sold.

GHP Investment Advisors first reported a position in JIRE in Q4 2023 and held it in 2 quarters. The position peaked at $10.5K in Q2 2024. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

GHP Investment Advisors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
GHP Investment Advisors sold 167 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $10.5K.
GHP Investment Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and held it in 2 quarters.
GHP Investment Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $10.5K in Q2 2024.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.