Avantax Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Avantax Advisory Services’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	$9.87M	Buy	139,399 +130,664	+1,496%	+$8.71M	0.05%	274
2025 Q1	$557K	Buy	+8,735	New	+$547K	﹤0.01%	1446

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's JIRE Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1,496% in Q2 2025, buying an estimated $8.71M and bringing the position to 139,399 shares worth $9.87M. The position accounts for 0.05% of the portfolio, ranked #274.

Avantax Advisory Services first reported a position in JIRE in Q1 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

Avantax Advisory Services held 139,399 shares of JPMorgan International Research Enhanced Equity ETF worth $9.87M as of Q2 2025.
Avantax Advisory Services bought 130,664 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $8.71M.
JPMorgan International Research Enhanced Equity ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #274 holding.
Avantax Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 2 quarters since.
230 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.