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

Elk River 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	$26.6M	Sell	322,334 -49,393	-13%	-$3.96M	4.24%	9
2026 Q1	$28.2M	Buy	371,727 +3,405	+0.9%	+$266K	4.68%	5
2025 Q4	$27.5M	Sell	368,322 -3,601	-1%	-$269K	4.42%	8
2025 Q3	$27.4M	Buy	371,923 +3,805	+1%	+$273K	4.38%	6
2025 Q2	$26.1M	Buy	368,118 +2,946	+0.8%	+$196K	4.48%	6
2025 Q1	$23.3M	Buy	365,172 +21,924	+6%	+$1.37M	4.36%	6
2024 Q4	$20.1M	Buy	343,248 +19,264	+6%	+$1.2M	3.64%	8
2024 Q3	$21.4M	Buy	323,984 +17,319	+6%	+$1.11M	3.89%	7
2024 Q2	$19.2M	Buy	306,665 +20,624	+7%	+$1.29M	3.76%	7
2024 Q1	$17.9M	Buy	+286,041	New	+$17.1M	3.64%	7

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

Elk River Wealth Management's JIRE Position: Q2 2026 in Review

Elk River Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 13% in Q2 2026, selling an estimated $3.96M and leaving 322,334 shares worth $26.6M. The position accounts for 4.24% of the portfolio, ranked #9.

Elk River Wealth Management first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.2M in Q1 2026. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Elk River Wealth Management held 322,334 shares of JPMorgan International Research Enhanced Equity ETF worth $26.6M as of Q2 2026.
Elk River Wealth Management sold 49,393 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $3.96M.
JPMorgan International Research Enhanced Equity ETF made up 4.24% of Elk River Wealth Management's portfolio in Q2 2026, its #9 holding.
Elk River Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
Elk River Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $28.2M in Q1 2026.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.