Summit Investment Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,967
| Closed | -$1.52M | – | 71 |
|
|
2024
Q4 | $1.52M | Buy |
25,967
+1,117
| +4% | +$65.4K | 0.78% | 22 |
|
|
2024
Q3 | $1.64M | Buy |
+24,850
| New | +$1.64M | 0.87% | 19 |
|
|
2024
Q2 | – | Sell |
-24,396
| Closed | -$1.53M | – | 73 |
|
|
2024
Q1 | $1.53M | Buy |
24,396
+1,355
| +6% | +$84.8K | 0.9% | 17 |
|
|
2023
Q4 | $1.35M | Buy |
+23,041
| New | +$1.35M | 0.85% | 18 |
|