Cary Street Partners Investment Advisory’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Cary Street Partners Investment Advisory’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	$1.13M	Buy	13,706 +2,938	+27%	+$236K	0.23%	103
2026 Q1	$816K	Buy	10,768 +4,095	+61%	+$320K	0.21%	113
2025 Q4	$500K	Buy	6,673 +329	+5%	+$24.6K	0.13%	161
2025 Q3	$467K	Buy	6,344 +3,475	+121%	+$249K	0.2%	117
2025 Q2	$203K	Buy	+2,869	New	+$191K	0.1%	240

Other funds holding JIRE

LPL Financial San Diego, California $445B AUM 25.58% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's JIRE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 27% in Q2 2026, buying an estimated $236K and bringing the position to 13,706 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #103.

Cary Street Partners Investment Advisory first reported a position in JIRE in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Cary Street Partners Investment Advisory held 13,706 shares of JPMorgan International Research Enhanced Equity ETF worth $1.13M as of Q2 2026.
Cary Street Partners Investment Advisory bought 2,938 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $236K.
JPMorgan International Research Enhanced Equity ETF made up 0.23% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #103 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.