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Elm3 Financial Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Elm3 Financial 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
Q3 		$315K Sell
3,839
-225
-6% -$18.8K 0.21% 120
2026
Q2 		$335K Sell
4,064
-231
-5% -$18.5K 0.23% 101
2026
Q1 		$325K Buy
4,295
+1,613
+60% +$126K 0.27% 86
2025
Q4 		$201K Buy
+2,682
New +$200K 0.17% 109

Other funds holding JIRE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elm3 Financial Group's JIRE Position: Q3 2026 in Review

Elm3 Financial Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.5% in Q3 2026, selling an estimated $18.8K and leaving 3,839 shares worth $315K. The position accounts for 0.21% of the portfolio, ranked #120.

Elm3 Financial Group first reported a position in JIRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $335K in Q2 2026. 18 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • Elm3 Financial Group held 3,839 shares of JPMorgan International Research Enhanced Equity ETF worth $315K as of Q3 2026.
  • Elm3 Financial Group sold 225 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $18.8K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.21% of Elm3 Financial Group's portfolio in Q3 2026, its #120 holding.
  • Elm3 Financial Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's JPMorgan International Research Enhanced Equity ETF position peaked at $335K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.