WR Wealth Planners’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

WR Wealth Planners’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 Q4	$1.35K	Hold	23	–	–	﹤0.01%	901
2024 Q3	$1.52K	Buy	+23	New	+$1.47K	﹤0.01%	934

Other funds holding JIRE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $268M AUM 22.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

WR Wealth Planners's JIRE Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q4 2024 at 23 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

WR Wealth Planners first reported a position in JIRE in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.52K in Q3 2024. 165 funds tracked by Wall St. Rank hold JIRE as of Q4 2024.

WR Wealth Planners held 23 shares of JPMorgan International Research Enhanced Equity ETF worth $1.35K as of Q4 2024.
WR Wealth Planners left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q4 2024.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #901 holding.
WR Wealth Planners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 2 quarters since.
WR Wealth Planners's JPMorgan International Research Enhanced Equity ETF position peaked at $1.52K in Q3 2024.
165 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.