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

Cooper Financial Group’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 Q3	$5.55M	Sell	67,578 -4,284	-6%	-$358K	0.44%	47
2026 Q2	$5.93M	Buy	71,862 +34,594	+93%	+$2.78M	0.49%	42
2026 Q1	$2.82M	Buy	37,268 +1,727	+5%	+$135K	0.29%	66
2025 Q4	$2.66M	Buy	35,541 +18,381	+107%	+$1.37M	0.28%	60
2025 Q3	$1.26M	Buy	17,160 +8,296	+94%	+$595K	0.14%	116
2025 Q2	$627K	Buy	8,864 +304	+4%	+$20.3K	0.07%	206
2025 Q1	$545K	Buy	+8,560	New	+$536K	0.07%	230

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Cooper Financial Group's JIRE Position: Q3 2026 in Review

Cooper Financial Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 6% in Q3 2026, selling an estimated $358K and leaving 67,578 shares worth $5.55M. The position accounts for 0.44% of the portfolio, ranked #47.

Cooper Financial Group first reported a position in JIRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.93M in Q2 2026. 49 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Cooper Financial Group held 67,578 shares of JPMorgan International Research Enhanced Equity ETF worth $5.55M as of Q3 2026.
Cooper Financial Group sold 4,284 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $358K.
JPMorgan International Research Enhanced Equity ETF made up 0.44% of Cooper Financial Group's portfolio in Q3 2026, its #47 holding.
Cooper Financial Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 7 quarters since.
Cooper Financial Group's JPMorgan International Research Enhanced Equity ETF position peaked at $5.93M in Q2 2026.
49 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.