Raymond James Financial Services Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Raymond James Financial Services 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
2024 Q3	$14.7M	Buy	222,590 +54,345	+32%	+$3.48M	0.02%	690
2024 Q2	$10.5M	Buy	168,245 +9,560	+6%	+$598K	0.02%	802
2024 Q1	$9.94M	Buy	158,685 +35,985	+29%	+$2.15M	0.01%	809
2023 Q4	$7.17M	Buy	122,700 +3,941	+3%	+$220K	0.01%	901
2023 Q3	$6.46M	Buy	118,759 +2,289	+2%	+$129K	0.01%	889
2023 Q2	$6.65M	Buy	+116,470	New	+$6.56M	0.01%	883

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return

GVAG

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

Raymond James Financial Services Advisors's JIRE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 32% in Q3 2024, buying an estimated $3.48M and bringing the position to 222,590 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #690.

Raymond James Financial Services Advisors first reported a position in JIRE in Q2 2023 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

Raymond James Financial Services Advisors held 222,590 shares of JPMorgan International Research Enhanced Equity ETF worth $14.7M as of Q3 2024.
Raymond James Financial Services Advisors bought 54,345 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $3.48M.
JPMorgan International Research Enhanced Equity ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #690 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2023 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.