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Capital Planning Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Capital Planning Advisors’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 		$24.6M Buy
325,345
+7,002
+2% +$547K 3.56% 10
2025
Q4 		$23.8M Buy
318,343
+12,020
+4% +$897K 3.19% 12
2025
Q3 		$22.5M Buy
306,323
+26,735
+10% +$1.92M 3.09% 10
2025
Q2 		$19.8M Buy
+279,588
New +$18.6M 2.9% 11

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
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 $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $369B AUM 28.27% 1-Year Est. Return

Capital Planning Advisors's JIRE Position: Q1 2026 in Review

Capital Planning Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.2% in Q1 2026, buying an estimated $547K and bringing the position to 325,345 shares worth $24.6M. The position accounts for 3.56% of the portfolio, ranked #10.

Capital Planning Advisors first reported a position in JIRE in Q2 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Capital Planning Advisors held 325,345 shares of JPMorgan International Research Enhanced Equity ETF worth $24.6M as of Q1 2026.
  • Capital Planning Advisors bought 7,002 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $547K.
  • JPMorgan International Research Enhanced Equity ETF made up 3.56% of Capital Planning Advisors's portfolio in Q1 2026, its #10 holding.
  • Capital Planning Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

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