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

Base 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	$8.37M	Buy	101,496 +4,724	+5%	+$379K	3.89%	12
2026 Q1	$7.33M	Buy	96,772 +3,654	+4%	+$285K	4.1%	10
2025 Q4	$6.97M	Buy	93,118 +9,095	+11%	+$679K	3.75%	10
2025 Q3	$6.18M	Buy	84,023 +9,149	+12%	+$656K	3.52%	11
2025 Q2	$5.3M	Buy	+74,874	New	+$4.99M	3.4%	12

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Base Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 4.9% in Q2 2026, buying an estimated $379K and bringing the position to 101,496 shares worth $8.37M. The position accounts for 3.89% of the portfolio, ranked #12.

Base Wealth Management first reported a position in JIRE in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Base Wealth Management held 101,496 shares of JPMorgan International Research Enhanced Equity ETF worth $8.37M as of Q2 2026.
Base Wealth Management bought 4,724 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $379K.
JPMorgan International Research Enhanced Equity ETF made up 3.89% of Base Wealth Management's portfolio in Q2 2026, its #12 holding.
Base Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.