Salem Investment Counselors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Salem Investment Counselors’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 Q4	–	Sell	-69	Closed	-$4.56K	–	1242
2024 Q3	$4.56K	Hold	69	–	–	﹤0.01%	940
2024 Q2	$4.32K	Hold	69	–	–	﹤0.01%	941
2024 Q1	$4.32K	Buy	+69	New	+$4.13K	﹤0.01%	944

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 $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

GVAG

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Salem Investment Counselors's JIRE Position: Q4 2024 in Review

Salem Investment Counselors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2024, closing a stake of 69 shares — an estimated $4.56K sold.

Salem Investment Counselors first reported a position in JIRE in Q1 2024 and held it in 3 quarters. The position peaked at $4.56K in Q3 2024. 165 funds tracked by Wall St. Rank hold JIRE as of Q4 2024.

Salem Investment Counselors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2024 after selling out during the quarter.
Salem Investment Counselors sold 69 JPMorgan International Research Enhanced Equity ETF shares in Q4 2024, an estimated $4.56K.
Salem Investment Counselors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and held it in 3 quarters.
Salem Investment Counselors's JPMorgan International Research Enhanced Equity ETF position peaked at $4.56K in Q3 2024.
165 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.