CreativeOne Wealth’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

CreativeOne Wealth’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	$3.88M	Buy	47,082 +2,725	+6%	+$219K	0.08%	226
2026 Q1	$3.36M	Sell	44,357 -1,337	-3%	-$104K	0.08%	249
2025 Q4	$3.42M	Sell	45,694 -2,304	-5%	-$172K	0.08%	225
2025 Q3	$3.53M	Buy	47,998 +18,050	+60%	+$1.29M	0.09%	216
2025 Q2	$2.12M	Buy	29,948 +6,283	+27%	+$419K	0.06%	330
2025 Q1	$1.51M	Sell	23,665 -818	-3%	-$51.2K	0.05%	365
2024 Q4	$1.43M	Buy	24,483 +1,849	+8%	+$115K	0.04%	365
2024 Q3	$1.49M	Buy	22,634 +3,336	+17%	+$214K	0.05%	327
2024 Q2	$1.21M	Sell	19,298 -80	-0.4%	-$5K	0.06%	282
2024 Q1	$1.21M	Buy	+19,378	New	+$1.16M	0.05%	333

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

CreativeOne Wealth's JIRE Position: Q2 2026 in Review

CreativeOne Wealth increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 6.1% in Q2 2026, buying an estimated $219K and bringing the position to 47,082 shares worth $3.88M. The position accounts for 0.08% of the portfolio, ranked #226.

CreativeOne Wealth first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

CreativeOne Wealth held 47,082 shares of JPMorgan International Research Enhanced Equity ETF worth $3.88M as of Q2 2026.
CreativeOne Wealth bought 2,725 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $219K.
JPMorgan International Research Enhanced Equity ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #226 holding.
CreativeOne Wealth first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.