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

Convergence Financial’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
2025
Q3 		– Sell
-56,005
Closed -$3.96M – 196
2025
Q2 		$3.96M Buy
+56,005
New +$3.73M 0.68% 35

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Convergence Financial's JIRE Position: Q3 2025 in Review

Convergence Financial sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2025, closing a stake of 56,005 shares — an estimated $3.96M sold.

Convergence Financial first reported a position in JIRE in Q2 2025 and held it in 1 quarter. The position peaked at $3.96M in Q2 2025. 268 funds tracked by Wall St. Rank hold JIRE as of Q3 2025.

  • Convergence Financial reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Convergence Financial sold 56,005 JPMorgan International Research Enhanced Equity ETF shares in Q3 2025, an estimated $3.96M.
  • Convergence Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and held it in 1 quarter.
  • Convergence Financial's JPMorgan International Research Enhanced Equity ETF position peaked at $3.96M in Q2 2025.
  • 268 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2025.

Based on Convergence Financial's 13F filing for Q3 2025, filed 10 Nov 2025.