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Concurrent Investment Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Concurrent Investment 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 		$471K Sell
5,715
-18
-0.3% -$1.44K ﹤0.01% 1439
2026
Q1 		$434K Buy
5,733
+190
+3% +$14.8K ﹤0.01% 1284
2025
Q4 		$415K Buy
5,543
+548
+11% +$40.9K ﹤0.01% 1234
2025
Q3 		$367K Buy
4,995
+869
+21% +$62.3K 0.01% 1058
2025
Q2 		$291K Buy
+4,126
New +$275K 0.01% 1077

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

Concurrent Investment Advisors's JIRE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.31% in Q2 2026, selling an estimated $1.44K and leaving 5,715 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Concurrent Investment Advisors first reported a position in JIRE in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Concurrent Investment Advisors held 5,715 shares of JPMorgan International Research Enhanced Equity ETF worth $471K as of Q2 2026.
  • Concurrent Investment Advisors sold 18 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.44K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1439 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.