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Allworth Financial’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Allworth Financial’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
Q2 		$24.9K Sell
302
-48
-14% -$3.85K ﹤0.01% 3021
2026
Q1 		$26.5K Buy
350
+94
+37% +$7.34K ﹤0.01% 2788
2025
Q4 		$19.2K Hold
256
– – ﹤0.01% 2856
2025
Q3 		$18.8K Hold
256
– – ﹤0.01% 2746
2025
Q2 		$18.1K Hold
256
– – ﹤0.01% 2583
2025
Q1 		$16.7K Sell
256
-136
-35% -$8.52K ﹤0.01% 2182
2024
Q4 		$23.8K Buy
392
+163
+71% +$10.2K ﹤0.01% 1988
2024
Q3 		$15.1K Buy
229
+31
+16% +$1.99K ﹤0.01% 2078
2024
Q2 		$12.6K Sell
198
-186
-48% -$11.6K ﹤0.01% 2126
2024
Q1 		$24K Buy
384
+198
+106% +$11.8K ﹤0.01% 1668
2023
Q4 		$10.9K Sell
186
-465
-71% -$25.9K ﹤0.01% 1947
2023
Q3 		$35.4K Sell
651
-62
-9% -$3.5K ﹤0.01% 1245
2023
Q2 		$40.7K Sell
713
-1,054
-60% -$59.4K ﹤0.01% 1186
2023
Q1 		$97.3K Buy
1,767
+55
+3% +$2.96K ﹤0.01% 867
2022
Q4 		$85.7K Sell
1,712
-732
-30% -$35.7K ﹤0.01% 856
2022
Q3 		$106K Sell
2,444
-7,005
-74% -$340K ﹤0.01% 749
2022
Q2 		$456K Buy
+9,449
New +$458K 0.01% 412

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Allworth Financial's JIRE Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 14% in Q2 2026, selling an estimated $3.85K and leaving 302 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Allworth Financial first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $456K in Q2 2022. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Allworth Financial held 302 shares of JPMorgan International Research Enhanced Equity ETF worth $24.9K as of Q2 2026.
  • Allworth Financial sold 48 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $3.85K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3021 holding.
  • Allworth Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's JPMorgan International Research Enhanced Equity ETF position peaked at $456K in Q2 2022.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.