Planning Capital Management Corporation’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Planning Capital Management Corporation’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	-62	Closed	-$3.86K	–	742
2024 Q1	$3.86K	Buy	+62	New	+$3.71K	﹤0.01%	505

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

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

Planning Capital Management Corporation's JIRE Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2024, closing a stake of 62 shares — an estimated $3.86K sold.

Planning Capital Management Corporation first reported a position in JIRE in Q1 2024 and held it in 1 quarter. The position peaked at $3.86K in Q1 2024. 123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

Planning Capital Management Corporation reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2024 after selling out during the quarter.
Planning Capital Management Corporation sold 62 JPMorgan International Research Enhanced Equity ETF shares in Q2 2024, an estimated $3.86K.
Planning Capital Management Corporation first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and held it in 1 quarter.
Planning Capital Management Corporation's JPMorgan International Research Enhanced Equity ETF position peaked at $3.86K in Q1 2024.
123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.