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My Personal CFO LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

My Personal CFO LLC’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 		– Sell
-121
Closed -$6.06K – 458
2022
Q4 		$6.06K Buy
+121
New +$5.9K 0.01% 343

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

My Personal CFO LLC's JIRE Position: Q1 2023 in Review

My Personal CFO LLC sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2023, closing a stake of 121 shares — an estimated $6.06K sold.

My Personal CFO LLC first reported a position in JIRE in Q4 2022 and held it in 1 quarter. The position peaked at $6.06K in Q4 2022. 58 funds tracked by Wall St. Rank hold JIRE as of Q1 2023.

  • My Personal CFO LLC reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 121 JPMorgan International Research Enhanced Equity ETF shares in Q1 2023, an estimated $6.06K.
  • My Personal CFO LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $6.06K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.