Arete Wealth Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Arete Wealth Advisors’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	–	Sell	-10,015	Closed	-$759K	–	350
2026 Q1	$759K	Buy	+10,015	New	+$782K	0.06%	237
2025 Q4	–	Sell	-9,943	Closed	-$738K	–	564
2025 Q3	$738K	Buy	+9,943	New	+$713K	0.05%	344

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Arete Wealth Advisors's JIRE Position: Q2 2026 in Review

Arete Wealth Advisors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2026, closing a stake of 10,015 shares — an estimated $759K sold.

Arete Wealth Advisors first reported a position in JIRE in Q3 2025 and held it in 2 quarters. The position peaked at $759K in Q1 2026. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Arete Wealth Advisors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 10,015 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $759K.
Arete Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and held it in 2 quarters.
Arete Wealth Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $759K in Q1 2026.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.