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Relative Value Partners Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Relative Value Partners Group’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 		$508K Buy
+8,119
New +$507K 0.07% 222

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Relative Value Partners Group's JIRE Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2024: 8,119 shares worth $508K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

  • Relative Value Partners Group held 8,119 shares of JPMorgan International Research Enhanced Equity ETF worth $508K as of Q2 2024.
  • JPMorgan International Research Enhanced Equity ETF was a new Relative Value Partners Group position in Q2 2024.
  • JPMorgan International Research Enhanced Equity ETF made up 0.07% of Relative Value Partners Group's portfolio in Q2 2024, its #222 holding.
  • 123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.