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LGT Financial Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

LGT Financial 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
2026
Q1 		$9.24K Sell
122
-3
-2% -$234 0.05% 142
2025
Q4 		$9.36K Sell
125
-130
-51% -$9.7K 0.06% 145
2025
Q3 		$18.8K Buy
255
+127
+99% +$9.11K 0.04% 187
2025
Q2 		$9.06K Buy
128
+24
+23% +$1.6K 0.02% 215
2025
Q1 		$6.63K Buy
104
+9
+9% +$564 0.02% 199
2024
Q4 		$5.56K Buy
95
+6
+7% +$375 0.01% 529
2024
Q3 		$5.88K Hold
89
– – 0.01% 503
2024
Q2 		$5.57K Buy
89
+4
+5% +$250 0.01% 580
2024
Q1 		$5.32K Buy
+85
New +$5.08K 0.01% 617

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return