Old Mission Capital’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-11,752	Closed	-$687K	–	1485
2023 Q4	$687K	Sell	11,752 -220,381	-95%	-$12.3M	0.01%	663
2023 Q3	$12.6M	Buy	232,133 +129,717	+127%	+$7.33M	0.28%	76
2023 Q2	$5.85M	Buy	102,416 +94,811	+1,247%	+$5.34M	0.13%	125
2023 Q1	$419K	Sell	7,605 -28,333	-79%	-$1.52M	0.01%	838
2022 Q4	$1.8M	Buy	+35,938	New	+$1.75M	0.05%	336

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Old Mission Capital's JIRE Position: Q1 2024 in Review

Old Mission Capital sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2024, closing a stake of 11,752 shares — an estimated $687K sold.

Old Mission Capital first reported a position in JIRE in Q4 2022 and held it in 5 quarters. The position peaked at $12.6M in Q3 2023. 114 funds tracked by Wall St. Rank hold JIRE as of Q1 2024.

Old Mission Capital reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 11,752 JPMorgan International Research Enhanced Equity ETF shares in Q1 2024, an estimated $687K.
Old Mission Capital first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and held it in 5 quarters.
Old Mission Capital's JPMorgan International Research Enhanced Equity ETF position peaked at $12.6M in Q3 2023.
114 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.