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COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$6.36K Buy
+75
New +$6.02K ﹤0.01% 1143

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JIRE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2026: 75 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings.

282 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 75 shares of JPMorgan International Research Enhanced Equity ETF worth $6.36K as of Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1143 holding.
  • 282 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.