Kelly Financial Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Kelly Financial Services’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	-41	Closed	-$2.55K	–	449
2024 Q2	$2.55K	Sell	41 -1,149	-97%	-$71.8K	﹤0.01%	563
2024 Q1	$74.5K	Hold	1,190	–	–	0.03%	176
2023 Q4	$69.5K	Buy	1,190 +505	+74%	+$28.2K	0.03%	170
2023 Q3	$37.2K	Hold	685	–	–	0.02%	218
2023 Q2	$39.1K	Buy	+685	New	+$38.6K	0.02%	216

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

Kelly Financial Services's JIRE Position: Q3 2024 in Review

Kelly Financial Services sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2024, closing a stake of 41 shares — an estimated $2.55K sold.

Kelly Financial Services first reported a position in JIRE in Q2 2023 and held it in 5 quarters. The position peaked at $74.5K in Q1 2024. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

Kelly Financial Services reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 41 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $2.55K.
Kelly Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2023 and held it in 5 quarters.
Kelly Financial Services's JPMorgan International Research Enhanced Equity ETF position peaked at $74.5K in Q1 2024.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.