Householder Group Estate & Retirement Specialist’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Buy	+215	New	+$11.6K	﹤0.01%	761
2022 Q4	–	Sell	-215	Closed	-$9K	–	742
2022 Q3	$9K	Buy	+215	New	+$10.4K	﹤0.01%	750

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 $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PCA

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

Householder Group Estate & Retirement Specialist's JIRE Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2023: 215 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in JIRE as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in JIRE in Q3 2022 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold JIRE as of Q1 2023.

Householder Group Estate & Retirement Specialist held 215 shares of JPMorgan International Research Enhanced Equity ETF worth $12K as of Q1 2023.
JPMorgan International Research Enhanced Equity ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #761 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2022 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.