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Ascent Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Ascent Group’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 		$6.25M Sell
75,733
-3,757
-5% -$301K 0.19% 114
2026
Q1 		$6.02M Buy
79,490
+56,736
+249% +$4.43M 0.21% 106
2025
Q4 		$1.7M Sell
22,754
-1,088
-5% -$81.2K 0.06% 273
2025
Q3 		$1.75M Buy
23,842
+10,342
+77% +$742K 0.06% 267
2025
Q2 		$955K Buy
13,500
+1,367
+11% +$91.2K 0.04% 343
2025
Q1 		$773K Sell
12,133
-266
-2% -$16.7K 0.03% 368
2024
Q4 		$725K Sell
12,399
-298
-2% -$18.6K 0.05% 314
2024
Q3 		$838K Sell
12,697
-1,941
-13% -$124K 0.06% 308
2024
Q2 		$916K Buy
14,638
+1,611
+12% +$101K 0.07% 276
2024
Q1 		$816K Buy
13,027
+721
+6% +$43.1K 0.07% 299
2023
Q4 		$725K Buy
12,306
+908
+8% +$50.6K 0.07% 293
2023
Q3 		$623K Sell
11,398
-6,618
-37% -$374K 0.07% 287
2023
Q2 		$1.03M Sell
18,016
-8,110
-31% -$457K 0.11% 233
2023
Q1 		$1.44M Sell
26,126
-1,789
-6% -$96.1K 0.15% 181
2022
Q4 		$1.4M Sell
27,915
-2,273
-8% -$111K 0.16% 176
2022
Q3 		$1.4M Buy
30,188
+2,690
+10% +$130K 0.17% 162
2022
Q2 		$1.4M Buy
+27,498
New +$1.33M 0.17% 181

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

Ascent Group's JIRE Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 4.7% in Q2 2026, selling an estimated $301K and leaving 75,733 shares worth $6.25M. The position accounts for 0.19% of the portfolio, ranked #114.

Ascent Group first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Ascent Group held 75,733 shares of JPMorgan International Research Enhanced Equity ETF worth $6.25M as of Q2 2026.
  • Ascent Group sold 3,757 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $301K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.19% of Ascent Group's portfolio in Q2 2026, its #114 holding.
  • Ascent Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.