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Bogart Wealth LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Bogart Wealth LLC’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 		$103M Buy
1,248,235
+29,302
+2% +$2.35M 3.53% 6
2026
Q1 		$92.3M Buy
1,218,933
+14,824
+1% +$1.16M 3.56% 7
2025
Q4 		$90.2M Sell
1,204,109
-427,604
-26% -$31.9M 3.62% 8
2025
Q3 		$120M Buy
1,631,713
+10,329
+0.6% +$741K 4.87% 4
2025
Q2 		$115M Buy
1,621,384
+840,152
+108% +$56M 4.9% 4
2025
Q1 		$49.8M Sell
781,232
-37,015
-5% -$2.32M 2.35% 11
2024
Q4 		$47.9M Buy
818,247
+78,668
+11% +$4.91M 2.27% 11
2024
Q3 		$48.8M Buy
739,579
+14,908
+2% +$955K 2.31% 12
2024
Q2 		$45.4M Buy
724,671
+35,320
+5% +$2.21M 2.31% 11
2024
Q1 		$43.2M Buy
689,351
+13,197
+2% +$789K 2.22% 11
2023
Q4 		$39.5M Buy
676,154
+21,645
+3% +$1.21M 2.23% 11
2023
Q3 		$35.6M Buy
654,509
+119,208
+22% +$6.74M 2.2% 12
2023
Q2 		$30.6M Buy
+535,301
New +$30.2M 1.94% 14

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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

Bogart Wealth LLC's JIRE Position: Q2 2026 in Review

Bogart Wealth LLC increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.4% in Q2 2026, buying an estimated $2.35M and bringing the position to 1,248,235 shares worth $103M. The position accounts for 3.53% of the portfolio, ranked #6.

Bogart Wealth LLC first reported a position in JIRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $120M in Q3 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Bogart Wealth LLC held 1,248,235 shares of JPMorgan International Research Enhanced Equity ETF worth $103M as of Q2 2026.
  • Bogart Wealth LLC bought 29,302 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $2.35M.
  • JPMorgan International Research Enhanced Equity ETF made up 3.53% of Bogart Wealth LLC's portfolio in Q2 2026, its #6 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • Bogart Wealth LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $120M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.