Fermata Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Fermata Advisors’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	$1.26M	Buy	+15,357	New	+$1.28M	0.24%	97

Other funds holding JIRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Fermata Advisors's JIRE Position: Q3 2026 in Review

Fermata Advisors opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2026: 15,357 shares worth $1.26M. The stake represents 0.24% of the portfolio and ranks #97 among its holdings.

244 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Fermata Advisors held 15,357 shares of JPMorgan International Research Enhanced Equity ETF worth $1.26M as of Q3 2026.
JPMorgan International Research Enhanced Equity ETF was a new Fermata Advisors position in Q3 2026.
JPMorgan International Research Enhanced Equity ETF made up 0.24% of Fermata Advisors's portfolio in Q3 2026, its #97 holding.
244 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.