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ICA Group Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

ICA Group Wealth 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
Q2 		$101K Sell
1,609
-413
-20% -$25.8K 0.06% 171
2024
Q1 		$127K Buy
2,022
+274
+16% +$16.4K 0.03% 358
2023
Q4 		$102K Buy
+1,748
New +$97.5K 0.02% 354
2023
Q3 		– Sell
-1,126
Closed -$64.3K – 728
2023
Q2 		$64.3K Buy
+1,126
New +$63.5K 0.02% 438
2023
Q1 		– Sell
-1,380
Closed -$69.1K – 1328
2022
Q4 		$69.1K Buy
+1,380
New +$67.3K 0.02% 443

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's JIRE Position: Q2 2024 in Review

ICA Group Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 20% in Q2 2024, selling an estimated $25.8K and leaving 1,609 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #171.

ICA Group Wealth Management first reported a position in JIRE in Q4 2022 and has held it in 5 quarters since. The position peaked at $127K in Q1 2024. 123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

  • ICA Group Wealth Management held 1,609 shares of JPMorgan International Research Enhanced Equity ETF worth $101K as of Q2 2024.
  • ICA Group Wealth Management sold 413 JPMorgan International Research Enhanced Equity ETF shares in Q2 2024, an estimated $25.8K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #171 holding.
  • ICA Group Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and has held it in 5 quarters since.
  • ICA Group Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $127K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.