Bellevue Asset Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Bellevue Asset 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	$5.5M	Sell	66,634 -100	-0.1%	-$8.02K	2.54%	10
2026 Q1	$5.05M	Sell	66,734 -7,847	-11%	-$613K	2.53%	9
2025 Q4	$5.59M	Buy	74,581 +2,618	+4%	+$195K	1.81%	8
2025 Q3	$5.29M	Buy	71,963 +11,099	+18%	+$796K	2.44%	8
2025 Q2	$4.31M	Sell	60,864 -718	-1%	-$47.9K	2.1%	9
2025 Q1	$3.92M	Sell	61,582 -6,967	-10%	-$436K	2.14%	11
2024 Q4	$4.01M	Buy	68,549 +1,209	+2%	+$75.5K	2.07%	11
2024 Q3	$4.45M	Buy	67,340 +119	+0.2%	+$7.62K	2.28%	10
2024 Q2	$4.21M	Buy	67,221 +285	+0.4%	+$17.8K	2.32%	10
2024 Q1	$4.19M	Buy	66,936 +6,703	+11%	+$401K	2.38%	9
2023 Q4	$3.52M	Buy	+60,233	New	+$3.36M	3.11%	9

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Bellevue Asset Management's JIRE Position: Q2 2026 in Review

Bellevue Asset Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.15% in Q2 2026, selling an estimated $8.02K and leaving 66,634 shares worth $5.5M. The position accounts for 2.54% of the portfolio, ranked #10.

Bellevue Asset Management first reported a position in JIRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.59M in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Bellevue Asset Management held 66,634 shares of JPMorgan International Research Enhanced Equity ETF worth $5.5M as of Q2 2026.
Bellevue Asset Management sold 100 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $8.02K.
JPMorgan International Research Enhanced Equity ETF made up 2.54% of Bellevue Asset Management's portfolio in Q2 2026, its #10 holding.
Bellevue Asset Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
Bellevue Asset Management's JPMorgan International Research Enhanced Equity ETF position peaked at $5.59M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.