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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Essex Financial Services's JIRE Position: Q1 2026 in Review

Essex Financial Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 84% in Q1 2026, buying an estimated $346K and bringing the position to 9,729 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #354.

Essex Financial Services first reported a position in JIRE in Q1 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

Essex Financial Services held 9,729 shares of JPMorgan International Research Enhanced Equity ETF worth $737K as of Q1 2026.
Essex Financial Services bought 4,429 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $346K.
JPMorgan International Research Enhanced Equity ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #354 holding.
Essex Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.