Summit Investment Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Summit Investment Advisory Services’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
2025 Q1	–	Sell	-25,967	Closed	-$1.52M	–	71
2024 Q4	$1.52M	Buy	25,967 +1,117	+4%	+$69.8K	0.78%	22
2024 Q3	$1.64M	Buy	+24,850	New	+$1.59M	0.87%	19
2024 Q2	–	Sell	-24,396	Closed	-$1.53M	–	73
2024 Q1	$1.53M	Buy	24,396 +1,355	+6%	+$81K	0.9%	17
2023 Q4	$1.35M	Buy	+23,041	New	+$1.28M	0.85%	18

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Summit Investment Advisory Services's JIRE Position: Q1 2025 in Review

Summit Investment Advisory Services sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 25,967 shares — an estimated $1.52M sold.

Summit Investment Advisory Services first reported a position in JIRE in Q4 2023 and held it in 4 quarters. The position peaked at $1.64M in Q3 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Summit Investment Advisory Services reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
Summit Investment Advisory Services sold 25,967 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $1.52M.
Summit Investment Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and held it in 4 quarters.
Summit Investment Advisory Services's JPMorgan International Research Enhanced Equity ETF position peaked at $1.64M in Q3 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Summit Investment Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.