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

Creative Planning’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 		$559K Buy
6,781
+1,198
+21% +$96.1K ﹤0.01% 3108
2026
Q1 		$423K Sell
5,583
-3,042
-35% -$238K ﹤0.01% 3158
2025
Q4 		$646K Buy
8,625
+3,922
+83% +$293K ﹤0.01% 2629
2025
Q3 		$346K Buy
+4,703
New +$337K ﹤0.01% 3035

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

Creative Planning's JIRE Position: Q2 2026 in Review

Creative Planning increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 21% in Q2 2026, buying an estimated $96.1K and bringing the position to 6,781 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Creative Planning first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $646K in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Creative Planning held 6,781 shares of JPMorgan International Research Enhanced Equity ETF worth $559K as of Q2 2026.
  • Creative Planning bought 1,198 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $96.1K.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3108 holding.
  • Creative Planning first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's JPMorgan International Research Enhanced Equity ETF position peaked at $646K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.