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

Dynasty Wealth Management’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	$133M	Buy	1,606,508 +150,580	+10%	+$12.1M	0.98%	28
2026 Q1	$110M	Sell	1,455,928 -160,609	-10%	-$12.5M	0.96%	29
2025 Q4	$121M	Buy	1,616,537 +141,480	+10%	+$10.6M	1.19%	23
2025 Q3	$108M	Buy	1,475,057 +417,804	+40%	+$30M	1.45%	19
2025 Q2	$74.8M	Sell	1,057,253 -123,007	-10%	-$8.2M	1.27%	23
2025 Q1	$75.2M	Buy	+1,180,260	New	+$73.9M	1.25%	24

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Dynasty Wealth Management's JIRE Position: Q2 2026 in Review

Dynasty Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 10% in Q2 2026, buying an estimated $12.1M and bringing the position to 1,606,508 shares worth $133M. The position accounts for 0.98% of the portfolio, ranked #28.

Dynasty Wealth Management 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.

Dynasty Wealth Management held 1,606,508 shares of JPMorgan International Research Enhanced Equity ETF worth $133M as of Q2 2026.
Dynasty Wealth Management bought 150,580 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $12.1M.
JPMorgan International Research Enhanced Equity ETF made up 0.98% of Dynasty Wealth Management's portfolio in Q2 2026, its #28 holding.
Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.