Stratos Wealth Partners’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Stratos Wealth Partners’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	–	Sell	-18,058	Closed	-$1.13M	–	1488
2024 Q2	$1.13M	Buy	18,058 +2,383	+15%	+$149K	0.02%	602
2024 Q1	$982K	Buy	15,675 +586	+4%	+$35K	0.02%	656
2023 Q4	$882K	Sell	15,089 -980	-6%	-$54.7K	0.02%	671
2023 Q3	$874K	Sell	16,069 -6,188	-28%	-$350K	0.02%	622
2023 Q2	$1.27M	Buy	+22,257	New	+$1.25M	0.03%	467
2023 Q1	–	Sell	-24,401	Closed	-$1.22M	–	1184
2022 Q4	$1.22M	Sell	24,401 -3,966	-14%	-$193K	0.03%	458
2022 Q3	$1.24M	Buy	28,367 +5,200	+22%	+$252K	0.03%	424
2022 Q2	$1.12M	Buy	+23,167	New	+$1.12M	0.03%	479

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

Stratos Wealth Partners's JIRE Position: Q3 2024 in Review

Stratos Wealth Partners sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2024, closing a stake of 18,058 shares — an estimated $1.13M sold.

Stratos Wealth Partners first reported a position in JIRE in Q2 2022 and held it in 8 quarters. The position peaked at $1.27M in Q2 2023. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

Stratos Wealth Partners reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 18,058 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $1.13M.
Stratos Wealth Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 8 quarters.
Stratos Wealth Partners's JPMorgan International Research Enhanced Equity ETF position peaked at $1.27M in Q2 2023.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.