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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BAM Wealth Management's JIRE Position: Q2 2026 in Review

BAM Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.5% in Q2 2026, selling an estimated $6.18K and leaving 3,009 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #150.

BAM Wealth Management first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $278K in Q3 2025. 144 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • BAM Wealth Management held 3,009 shares of JPMorgan International Research Enhanced Equity ETF worth $248K as of Q2 2026.
  • BAM Wealth Management sold 77 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $6.18K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.16% of BAM Wealth Management's portfolio in Q2 2026, its #150 holding.
  • BAM Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $278K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.