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The Family Firm’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

The Family Firm’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
-422
Closed -$26.4K – 546
2024
Q2 		$26.4K Buy
+422
New +$26.4K 0.01% 523

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $239M AUM 18.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

The Family Firm's JIRE Position: Q3 2024 in Review

The Family Firm sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2024, closing a stake of 422 shares — an estimated $26.4K sold.

The Family Firm first reported a position in JIRE in Q2 2024 and held it in 1 quarter. The position peaked at $26.4K in Q2 2024. 153 funds tracked by Wall St. Rank hold JIRE as of Q3 2024.

  • The Family Firm reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 422 JPMorgan International Research Enhanced Equity ETF shares in Q3 2024, an estimated $26.4K.
  • The Family Firm first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's JPMorgan International Research Enhanced Equity ETF position peaked at $26.4K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.