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

Creative Financial Designs’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	$1.43M	Sell	17,299 -102	-0.6%	-$8.18K	0.07%	239
2026 Q1	$1.32M	Sell	17,401 -1,167	-6%	-$91.2K	0.08%	199
2025 Q4	$1.39M	Sell	18,568 -19,351	-51%	-$1.44M	0.09%	191
2025 Q3	$2.79M	Sell	37,919 -2,098	-5%	-$150K	0.19%	112
2025 Q2	$2.83M	Sell	40,017 -1,473	-4%	-$98.2K	0.2%	111
2025 Q1	$2.64M	Buy	41,490 +7,030	+20%	+$440K	0.21%	97
2024 Q4	$2.02M	Sell	34,460 -181,069	-84%	-$11.3M	0.16%	120
2024 Q3	$14.2M	Buy	215,529 +12,972	+6%	+$831K	1.2%	20
2024 Q2	$12.7M	Buy	+202,557	New	+$12.7M	1.13%	19
2024 Q1	–	Sell	-69	Closed	-$4.01K	–	1702
2023 Q4	$4.01K	Buy	+69	New	+$3.85K	﹤0.01%	1309

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Creative Financial Designs's JIRE Position: Q2 2026 in Review

Creative Financial Designs reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.59% in Q2 2026, selling an estimated $8.18K and leaving 17,299 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #239.

Creative Financial Designs first reported a position in JIRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2M in Q3 2024. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Creative Financial Designs held 17,299 shares of JPMorgan International Research Enhanced Equity ETF worth $1.43M as of Q2 2026.
Creative Financial Designs sold 102 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $8.18K.
JPMorgan International Research Enhanced Equity ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #239 holding.
Creative Financial Designs first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's JPMorgan International Research Enhanced Equity ETF position peaked at $14.2M in Q3 2024.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.