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Atria Wealth Solutions’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$203K Sell
2,871
-5,423
-65% -$362K ﹤0.01% 1386
2025
Q1 		$528K Sell
8,294
-2,654
-24% -$166K 0.01% 1170
2024
Q4 		$641K Buy
10,948
+6,219
+132% +$388K 0.01% 1131
2024
Q3 		$312K Buy
4,729
+99
+2% +$6.34K ﹤0.01% 1487
2024
Q2 		$290K Buy
+4,630
New +$289K ﹤0.01% 1530

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's JIRE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 65% in Q2 2025, selling an estimated $362K and leaving 2,871 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Atria Wealth Solutions first reported a position in JIRE in Q2 2024 and has held it in 5 quarters since. The position peaked at $641K in Q4 2024. 231 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

  • Atria Wealth Solutions held 2,871 shares of JPMorgan International Research Enhanced Equity ETF worth $203K as of Q2 2025.
  • Atria Wealth Solutions sold 5,423 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $362K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1386 holding.
  • Atria Wealth Solutions first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's JPMorgan International Research Enhanced Equity ETF position peaked at $641K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.