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Vantage Financial Partners (Illinois)’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$14.4M Buy
+230,649
New +$14.4M 3.59% 11

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 $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s JIRE Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2024: 230,649 shares worth $14.4M. The stake represents 3.59% of the portfolio and ranks #11 among its holdings.

123 funds tracked by Wall St. Rank hold JIRE as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 230,649 shares of JPMorgan International Research Enhanced Equity ETF worth $14.4M as of Q2 2024.
  • JPMorgan International Research Enhanced Equity ETF was a new Vantage Financial Partners (Illinois) position in Q2 2024.
  • JPMorgan International Research Enhanced Equity ETF made up 3.59% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #11 holding.
  • 123 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.