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

Valicenti 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
2026
Q1 		$2.11M Sell
27,837
-10,265
-27% -$802K 0.46% 50
2025
Q4 		$2.85M Buy
38,102
+1,391
+4% +$104K 0.6% 43
2025
Q3 		$2.7M Buy
36,711
+11,550
+46% +$828K 0.58% 46
2025
Q2 		$1.78M Sell
25,161
-374
-1% -$24.9K 0.42% 52
2025
Q1 		$1.63M Sell
25,535
-1,923
-7% -$120K 0.42% 51
2024
Q4 		$1.61M Buy
27,458
+2,854
+12% +$178K 0.4% 52
2024
Q3 		$1.63M Buy
24,604
+386
+2% +$24.7K 0.42% 50
2024
Q2 		$1.52M Buy
+24,218
New +$1.51M 0.41% 50

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return