Bay Colony Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Bay Colony Advisors’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	–	Sell	-16,588	Closed	-$1.26M	–	526
2026 Q1	$1.26M	Buy	16,588 +1,212	+8%	+$94.7K	0.15%	134
2025 Q4	$1.15M	Sell	15,376 -1,165	-7%	-$86.9K	0.14%	145
2025 Q3	$1.22M	Buy	+16,541	New	+$1.19M	0.14%	137

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return