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

Vantage Financial Partners (Wisconsin)’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
2023 Q2	–	Sell	-13,172	Closed	-$725K	–	98
2023 Q1	$725K	Sell	13,172 -835	-6%	-$44.9K	0.29%	32
2022 Q4	$701K	Sell	14,007 -7,187	-34%	-$351K	0.42%	21
2022 Q3	$923K	Sell	21,194 -101,184	-83%	-$4.91M	0.62%	19
2022 Q2	$5.91M	Buy	+122,378	New	+$5.93M	3.49%	6

Other funds holding JIRE

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin)'s JIRE Position: Q2 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2023, closing a stake of 13,172 shares — an estimated $725K sold.

Vantage Financial Partners (Wisconsin) first reported a position in JIRE in Q2 2022 and held it in 4 quarters. The position peaked at $5.91M in Q2 2022. 64 funds tracked by Wall St. Rank hold JIRE as of Q2 2023.

Vantage Financial Partners (Wisconsin) reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2023 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 13,172 JPMorgan International Research Enhanced Equity ETF shares in Q2 2023, an estimated $725K.
Vantage Financial Partners (Wisconsin) first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and held it in 4 quarters.
Vantage Financial Partners (Wisconsin)'s JPMorgan International Research Enhanced Equity ETF position peaked at $5.91M in Q2 2022.
64 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2023, filed 8 Aug 2023.