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Apella Capital’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Apella Capital’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
Q3 		$5.37M Buy
65,747
+62
+0.1% +$5.18K 0.07% 177
2026
Q2 		$5.42M Sell
65,685
-3,266
-5% -$262K 0.08% 159
2026
Q1 		$5.61M Buy
+68,951
New +$5.39M 0.08% 153

Other funds holding JIRE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's JIRE Position: Q3 2026 in Review

Apella Capital increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.09% in Q3 2026, buying an estimated $5.18K and bringing the position to 65,747 shares worth $5.37M. The position accounts for 0.07% of the portfolio, ranked #177.

Apella Capital first reported a position in JIRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.61M in Q1 2026. 18 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • Apella Capital held 65,747 shares of JPMorgan International Research Enhanced Equity ETF worth $5.37M as of Q3 2026.
  • Apella Capital bought 62 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $5.18K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.07% of Apella Capital's portfolio in Q3 2026, its #177 holding.
  • Apella Capital first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's JPMorgan International Research Enhanced Equity ETF position peaked at $5.61M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.