Capital Investment Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Capital Investment Advisory Services’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	$185K	Sell	2,247 -141	-6%	-$11.3K	0.01%	717
2026 Q1	$181K	Buy	2,388 +71	+3%	+$5.55K	0.01%	647
2025 Q4	$173K	Sell	2,317 -9	-0.4%	-$672	0.01%	629
2025 Q3	$171K	Sell	2,326 -716	-24%	-$51.4K	0.01%	605
2025 Q2	$215K	Buy	3,042 +352	+13%	+$23.5K	0.02%	538
2025 Q1	$171K	Buy	2,690 +2,148	+396%	+$135K	0.02%	556
2024 Q4	$31.7K	Hold	542	–	–	﹤0.01%	709
2024 Q3	$35.8K	Hold	542	–	–	﹤0.01%	733
2024 Q2	$33.9K	Hold	542	–	–	﹤0.01%	710
2024 Q1	$33.9K	Hold	542	–	–	﹤0.01%	709
2023 Q4	$31.7K	Hold	542	–	–	﹤0.01%	727
2023 Q3	$29.5K	Hold	542	–	–	﹤0.01%	691
2023 Q2	$31K	Hold	542	–	–	﹤0.01%	654
2023 Q1	$29.8K	Hold	542	–	–	﹤0.01%	649
2022 Q4	$27.1K	Hold	542	–	–	﹤0.01%	677
2022 Q3	$24K	Hold	542	–	–	﹤0.01%	633
2022 Q2	$26K	Buy	+542	New	+$26.3K	﹤0.01%	652

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

Capital Investment Advisory Services's JIRE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.9% in Q2 2026, selling an estimated $11.3K and leaving 2,247 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #717.

Capital Investment Advisory Services first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $215K in Q2 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Capital Investment Advisory Services held 2,247 shares of JPMorgan International Research Enhanced Equity ETF worth $185K as of Q2 2026.
Capital Investment Advisory Services sold 141 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $11.3K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #717 holding.
Capital Investment Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
Capital Investment Advisory Services's JPMorgan International Research Enhanced Equity ETF position peaked at $215K in Q2 2025.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.