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Sheets Smith Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-533
Closed -$29K – 434
2023
Q3 		$29K Buy
+533
New +$30.1K ﹤0.01% 415

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Sheets Smith Wealth Management's JIRE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2023, closing a stake of 533 shares — an estimated $29K sold.

Sheets Smith Wealth Management first reported a position in JIRE in Q3 2023 and held it in 1 quarter. The position peaked at $29K in Q3 2023. 83 funds tracked by Wall St. Rank hold JIRE as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 533 JPMorgan International Research Enhanced Equity ETF shares in Q4 2023, an estimated $29K.
  • Sheets Smith Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $29K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.