Berger Financial Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Berger Financial Group’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	$551K	Hold	6,683	–	–	0.03%	289
2026 Q1	$506K	Hold	6,683	–	–	0.03%	294
2025 Q4	$500K	Buy	6,683 +149	+2%	+$11.1K	0.03%	294
2025 Q3	$481K	Hold	6,534	–	–	0.03%	288
2025 Q2	$462K	Hold	6,534	–	–	0.03%	275
2025 Q1	$416K	Hold	6,534	–	–	0.03%	283
2024 Q4	$382K	Buy	6,534 +144	+2%	+$8.99K	0.03%	291
2024 Q3	$422K	Buy	6,390 +1,599	+33%	+$102K	0.03%	252
2024 Q2	$300K	Hold	4,791	–	–	0.02%	283
2024 Q1	$300K	Hold	4,791	–	–	0.02%	278
2023 Q4	$280K	Buy	4,791 +128	+3%	+$7.14K	0.03%	244
2023 Q3	$254K	Hold	4,663	–	–	0.03%	233
2023 Q2	$266K	Hold	4,663	–	–	0.03%	230
2023 Q1	$257K	Hold	4,663	–	–	0.03%	229
2022 Q4	$233K	Buy	+4,663	New	+$227K	0.03%	234
2022 Q3	–	Sell	-4,545	Closed	-$219K	–	248
2022 Q2	$219K	Buy	+4,545	New	+$220K	0.03%	222

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 22.96% 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

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

Berger Financial Group's JIRE Position: Q2 2026 in Review

Berger Financial Group held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 6,683 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #289.

Berger Financial Group first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Berger Financial Group held 6,683 shares of JPMorgan International Research Enhanced Equity ETF worth $551K as of Q2 2026.
Berger Financial Group left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #289 holding.
Berger Financial Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.