Asset Dedication LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Asset Dedication LLC’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	$18.4K	Hold	223	–	–	﹤0.01%	684
2026 Q1	$16.9K	Hold	223	–	–	﹤0.01%	673
2025 Q4	$16.7K	Sell	223 -13	-6%	-$970	﹤0.01%	689
2025 Q3	$17.4K	Sell	236 -39	-14%	-$2.8K	﹤0.01%	710
2025 Q2	$19.5K	Hold	275	–	–	﹤0.01%	696
2025 Q1	$17.5K	Hold	275	–	–	﹤0.01%	674
2024 Q4	$16.1K	Buy	+275	New	+$17.2K	﹤0.01%	694

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

Asset Dedication LLC's JIRE Position: Q2 2026 in Review

Asset Dedication LLC held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 223 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Asset Dedication LLC first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.5K in Q2 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Asset Dedication LLC held 223 shares of JPMorgan International Research Enhanced Equity ETF worth $18.4K as of Q2 2026.
Asset Dedication LLC left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #684 holding.
Asset Dedication LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Asset Dedication LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $19.5K in Q2 2025.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.