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Sage Mountain Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sage Mountain 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
Q1 		– Sell
-423
Closed -$24.7K – 415
2023
Q4 		$24.7K Buy
+423
New +$23.6K ﹤0.01% 319

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $2.6B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Mountain Advisors's JIRE Position: Q1 2024 in Review

Sage Mountain Advisors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2024, closing a stake of 423 shares — an estimated $24.7K sold.

Sage Mountain Advisors first reported a position in JIRE in Q4 2023 and held it in 1 quarter. The position peaked at $24.7K in Q4 2023. 114 funds tracked by Wall St. Rank hold JIRE as of Q1 2024.

  • Sage Mountain Advisors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 423 JPMorgan International Research Enhanced Equity ETF shares in Q1 2024, an estimated $24.7K.
  • Sage Mountain Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and held it in 1 quarter.
  • Sage Mountain Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $24.7K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.