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

Cyndeo Wealth Partners’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 		$1.96M Buy
23,778
+1,270
+6% +$102K 0.09% 188
2026
Q1 		$1.7M Buy
22,508
+1,632
+8% +$127K 0.09% 184
2025
Q4 		$1.56M Buy
20,876
+2,448
+13% +$183K 0.08% 193
2025
Q3 		$1.36M Buy
18,428
+1,612
+10% +$116K 0.08% 198
2025
Q2 		$1.19M Buy
16,816
+1,322
+9% +$88.2K 0.07% 205
2025
Q1 		$987K Buy
+15,494
New +$971K 0.06% 214

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

Cyndeo Wealth Partners's JIRE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.6% in Q2 2026, buying an estimated $102K and bringing the position to 23,778 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #188.

Cyndeo Wealth Partners first reported a position in JIRE in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Cyndeo Wealth Partners held 23,778 shares of JPMorgan International Research Enhanced Equity ETF worth $1.96M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,270 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $102K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • Cyndeo Wealth Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.