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Capital Analysts LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Capital Analysts 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
Q1 		$99K Sell
1,312
-464
-26% -$36.2K ﹤0.01% 797
2025
Q4 		$133K Buy
1,776
+1,468
+477% +$110K ﹤0.01% 700
2025
Q3 		$23K Buy
+308
New +$22.1K ﹤0.01% 1045

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Analysts LLC's JIRE Position: Q1 2026 in Review

Capital Analysts LLC reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 26% in Q1 2026, selling an estimated $36.2K and leaving 1,312 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Capital Analysts LLC first reported a position in JIRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $133K in Q4 2025. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Capital Analysts LLC held 1,312 shares of JPMorgan International Research Enhanced Equity ETF worth $99K as of Q1 2026.
  • Capital Analysts LLC sold 464 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $36.2K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #797 holding.
  • Capital Analysts LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $133K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.