CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

CAPTRUST Financial 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
Q2 		$1.52M Buy
18,463
+1,243
+7% +$99.7K ﹤0.01% 1499
2026
Q1 		$1.3M Sell
17,220
-484
-3% -$37.8K ﹤0.01% 1456
2025
Q4 		$1.33M Buy
17,704
+4,409
+33% +$329K ﹤0.01% 1329
2025
Q3 		$978K Buy
13,295
+803
+6% +$57.6K ﹤0.01% 1441
2025
Q2 		$884K Buy
12,492
+1,751
+16% +$117K ﹤0.01% 1421
2025
Q1 		$684K Sell
10,741
-1,306
-11% -$81.8K ﹤0.01% 1469
2024
Q4 		$705K Buy
12,047
+916
+8% +$57.2K ﹤0.01% 1425
2024
Q3 		$735K Sell
11,131
-194
-2% -$12.4K ﹤0.01% 1377
2024
Q2 		$709K Buy
11,325
+33
+0.3% +$2.06K ﹤0.01% 1335
2024
Q1 		$707K Sell
11,292
-1,561
-12% -$93.3K ﹤0.01% 1314
2023
Q4 		$751K Sell
12,853
-3,076
-19% -$172K ﹤0.01% 1454
2023
Q3 		$866K Sell
15,929
-1,828
-10% -$103K ﹤0.01% 1291
2023
Q2 		$1.01M Buy
17,757
+12,271
+224% +$692K ﹤0.01% 1198
2023
Q1 		$302K Buy
+5,486
New +$295K ﹤0.01% 1733

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

CAPTRUST Financial Advisors's JIRE Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 7.2% in Q2 2026, buying an estimated $99.7K and bringing the position to 18,463 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

CAPTRUST Financial Advisors first reported a position in JIRE in Q1 2023 and has held it in 14 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,463 shares of JPMorgan International Research Enhanced Equity ETF worth $1.52M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,243 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $99.7K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1499 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.