BAM Wealth Management
JIRE icon

BAM Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

BAM Wealth Management’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
Q3 		$217K Sell
2,637
-372
-12% -$31.1K 0.12% 185
2026
Q2 		$248K Sell
3,009
-77
-2% -$6.18K 0.16% 150
2026
Q1 		$234K Sell
3,086
-392
-11% -$30.6K 0.17% 138
2025
Q4 		$260K Sell
3,478
-300
-8% -$22.4K 0.19% 126
2025
Q3 		$278K Buy
+3,778
New +$271K 0.22% 111

Other funds holding JIRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

BAM Wealth Management's JIRE Position: Q3 2026 in Review

BAM Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 12% in Q3 2026, selling an estimated $31.1K and leaving 2,637 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #185.

BAM Wealth Management first reported a position in JIRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 244 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • BAM Wealth Management held 2,637 shares of JPMorgan International Research Enhanced Equity ETF worth $217K as of Q3 2026.
  • BAM Wealth Management sold 372 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $31.1K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.12% of BAM Wealth Management's portfolio in Q3 2026, its #185 holding.
  • BAM Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $278K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.