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Lincoln National Corp’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Lincoln National Corp’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 		– Sell
-7,647
Closed -$479K – 633
2024
Q1 		$479K Buy
+7,647
New +$457K 0.01% 765

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

Lincoln National Corp's JIRE Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2024, closing a stake of 7,647 shares — an estimated $479K sold.

Lincoln National Corp first reported a position in JIRE in Q1 2024 and held it in 1 quarter. The position peaked at $479K in Q1 2024. 123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

  • Lincoln National Corp reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,647 JPMorgan International Research Enhanced Equity ETF shares in Q2 2024, an estimated $479K.
  • Lincoln National Corp first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's JPMorgan International Research Enhanced Equity ETF position peaked at $479K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.