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Csenge Advisory Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Csenge Advisory 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
Q2 		$237K Sell
2,873
-74
-3% -$5.94K 0.01% 685
2026
Q1 		$223K Buy
2,947
+4
+0.1% +$312 0.01% 680
2025
Q4 		$220K Buy
+2,943
New +$220K 0.01% 669
2025
Q3 		– Sell
-21,897
Closed -$1.51M – 734
2025
Q2 		$1.51M Buy
21,897
+304
+1% +$20.3K 0.08% 199
2025
Q1 		$1.37M Sell
21,593
-2,249
-9% -$141K 0.08% 204
2024
Q4 		$1.39M Buy
23,842
+204
+0.9% +$12.7K 0.08% 209
2024
Q3 		$1.54M Sell
23,638
-5,180
-18% -$332K 0.08% 194
2024
Q2 		$1.8M Buy
28,818
+4,480
+18% +$280K 0.1% 151
2024
Q1 		$1.52M Buy
24,338
+921
+4% +$55.1K 0.09% 189
2023
Q4 		$1.37M Sell
23,417
-986
-4% -$55K 0.09% 192
2023
Q3 		$1.33M Sell
24,403
-11,995
-33% -$678K 0.09% 177
2023
Q2 		$2.08M Sell
36,398
-3,822
-10% -$215K 0.14% 120
2023
Q1 		$2.21M Sell
40,220
-374
-0.9% -$20.1K 0.16% 120
2022
Q4 		$2.03M Sell
40,594
-3,940
-9% -$192K 0.16% 125
2022
Q3 		$1.94M Buy
44,534
+6,230
+16% +$302K 0.16% 117
2022
Q2 		$1.85M Buy
+38,304
New +$1.86M 0.16% 129

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

Csenge Advisory Group's JIRE Position: Q2 2026 in Review

Csenge Advisory Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.5% in Q2 2026, selling an estimated $5.94K and leaving 2,873 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #685.

Csenge Advisory Group first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.21M in Q1 2023. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Csenge Advisory Group held 2,873 shares of JPMorgan International Research Enhanced Equity ETF worth $237K as of Q2 2026.
  • Csenge Advisory Group sold 74 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $5.94K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #685 holding.
  • Csenge Advisory Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Csenge Advisory Group's JPMorgan International Research Enhanced Equity ETF position peaked at $2.21M in Q1 2023.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.