Family Investment Center’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Family Investment Center’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	$20.6M	Sell	250,069 -24,406	-9%	-$1.96M	3.43%	9
2026 Q1	$20.8M	Sell	274,475 -7,144	-3%	-$558K	4%	8
2025 Q4	$21.1M	Sell	281,619 -8,349	-3%	-$623K	4.26%	6
2025 Q3	$21.3M	Sell	289,968 -20,542	-7%	-$1.47M	4.43%	6
2025 Q2	$22M	Sell	310,510 -13,572	-4%	-$905K	4.98%	6
2025 Q1	$20.7M	Sell	324,082 -107,015	-25%	-$6.7M	5.05%	6
2024 Q4	$25.2M	Sell	431,097 -4,744	-1%	-$296K	6.4%	4
2024 Q3	$28.8M	Sell	435,841 -7,082	-2%	-$454K	7.23%	3
2024 Q2	$27.7M	Sell	442,923 -1,620	-0.4%	-$101K	8.28%	2
2024 Q1	$27.8M	Sell	444,543 -35,945	-7%	-$2.15M	8.97%	2
2023 Q4	$28.1M	Buy	480,488 +33,141	+7%	+$1.85M	14.12%	2
2023 Q3	$24.3M	Buy	+447,347	New	+$25.3M	14.69%	2

Other funds holding JIRE

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Family Investment Center's JIRE Position: Q2 2026 in Review

Family Investment Center reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 8.9% in Q2 2026, selling an estimated $1.96M and leaving 250,069 shares worth $20.6M. The position accounts for 3.43% of the portfolio, ranked #9.

Family Investment Center first reported a position in JIRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.8M in Q3 2024. 203 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Family Investment Center held 250,069 shares of JPMorgan International Research Enhanced Equity ETF worth $20.6M as of Q2 2026.
Family Investment Center sold 24,406 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.96M.
JPMorgan International Research Enhanced Equity ETF made up 3.43% of Family Investment Center's portfolio in Q2 2026, its #9 holding.
Family Investment Center first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and has held it in 12 quarters since.
Family Investment Center's JPMorgan International Research Enhanced Equity ETF position peaked at $28.8M in Q3 2024.
203 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.