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Blue Oak Capital’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Blue Oak Capital’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
2025
Q2 		$1.85M Buy
26,119
+9,653
+59% +$644K 0.97% 25
2025
Q1 		$1.05M Sell
16,466
-1,899
-10% -$119K 0.58% 33
2024
Q4 		$1.07M Buy
+18,365
New +$1.15M 0.65% 26

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Blue Oak Capital's JIRE Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 59% in Q2 2025, buying an estimated $644K and bringing the position to 26,119 shares worth $1.85M. The position accounts for 0.97% of the portfolio, ranked #25.

Blue Oak Capital first reported a position in JIRE in Q4 2024 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

  • Blue Oak Capital held 26,119 shares of JPMorgan International Research Enhanced Equity ETF worth $1.85M as of Q2 2025.
  • Blue Oak Capital bought 9,653 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $644K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.97% of Blue Oak Capital's portfolio in Q2 2025, its #25 holding.
  • Blue Oak Capital first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.