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Advyzon Investment Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Advyzon Investment Management’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 		– Sell
-3,569
Closed -$267K – 703
2025
Q4 		$267K Buy
3,569
+362
+11% +$27K 0.03% 474
2025
Q3 		$236K Hold
3,207
– – 0.04% 385
2025
Q2 		$227K Buy
+3,207
New +$214K 0.05% 338

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advyzon Investment Management's JIRE Position: Q1 2026 in Review

Advyzon Investment Management sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2026, closing a stake of 3,569 shares — an estimated $267K sold.

Advyzon Investment Management first reported a position in JIRE in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q4 2025. 342 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Advyzon Investment Management reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 3,569 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $267K.
  • Advyzon Investment Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and held it in 3 quarters.
  • Advyzon Investment Management's JPMorgan International Research Enhanced Equity ETF position peaked at $267K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.