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

Conservest Capital 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	$75.5M	Sell	915,678 -1,141	-0.1%	-$91.6K	6.01%	4
2026 Q1	$69.4M	Buy	916,819 +39,936	+5%	+$3.12M	6.29%	4
2025 Q4	$65.7M	Buy	876,883 +52	+0%	+$3.88K	5.92%	5
2025 Q3	$64.5M	Buy	876,831 +8,653	+1%	+$621K	5.97%	5
2025 Q2	$61.4M	Sell	868,178 -7,174	-0.8%	-$478K	6.07%	5
2025 Q1	$55.8M	Buy	875,352 +865,440	+8,731%	+$54.2M	5.86%	5
2024 Q4	$580K	Buy	+9,912	New	+$619K	0.06%	65

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Conservest Capital Advisors's JIRE Position: Q2 2026 in Review

Conservest Capital Advisors reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.12% in Q2 2026, selling an estimated $91.6K and leaving 915,678 shares worth $75.5M. The position accounts for 6.01% of the portfolio, ranked #4.

Conservest Capital Advisors first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Conservest Capital Advisors held 915,678 shares of JPMorgan International Research Enhanced Equity ETF worth $75.5M as of Q2 2026.
Conservest Capital Advisors sold 1,141 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $91.6K.
JPMorgan International Research Enhanced Equity ETF made up 6.01% of Conservest Capital Advisors's portfolio in Q2 2026, its #4 holding.
Conservest Capital Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.