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Essex Financial Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Essex Financial Services’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 		$1.53M Buy
18,522
+8,793
+90% +$706K 0.08% 226
2026
Q1 		$737K Buy
9,729
+4,429
+84% +$346K 0.04% 354
2025
Q4 		$397K Buy
5,300
+7
+0.1% +$522 0.02% 509
2025
Q3 		$389K Buy
5,293
+596
+13% +$42.7K 0.02% 500
2025
Q2 		$332K Hold
4,697
– – 0.02% 519
2025
Q1 		$299K Buy
4,697
+345
+8% +$21.6K 0.02% 497
2024
Q4 		$255K Buy
+4,352
New +$272K 0.02% 534
2024
Q3 		– Sell
-3,487
Closed -$215K – 643
2024
Q2 		$215K Hold
3,487
– – 0.02% 566
2024
Q1 		$218K Buy
+3,487
New +$208K 0.02% 491

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 22.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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

Essex Financial Services's JIRE Position: Q2 2026 in Review

Essex Financial Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 90% in Q2 2026, buying an estimated $706K and bringing the position to 18,522 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #226.

Essex Financial Services first reported a position in JIRE in Q1 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Essex Financial Services held 18,522 shares of JPMorgan International Research Enhanced Equity ETF worth $1.53M as of Q2 2026.
  • Essex Financial Services bought 8,793 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $706K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.08% of Essex Financial Services's portfolio in Q2 2026, its #226 holding.
  • Essex Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.