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

Financial Connections 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
Q1 		$5.61M Sell
74,025
-3,318
-4% -$259K 1.95% 18
2025
Q4 		$5.79M Sell
77,343
-1,585
-2% -$118K 1.99% 17
2025
Q3 		$5.8M Sell
78,928
-1,205
-2% -$86.4K 2.26% 16
2025
Q2 		$5.67M Buy
80,133
+30,492
+61% +$2.03M 2.34% 15
2025
Q1 		$3.16M Buy
49,641
+33,743
+212% +$2.11M 1.42% 21
2024
Q4 		$930K Buy
15,898
+8,291
+109% +$518K 0.45% 30
2024
Q3 		$502K Buy
+7,607
New +$487K 0.25% 35

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Connections Group's JIRE Position: Q1 2026 in Review

Financial Connections Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 4.3% in Q1 2026, selling an estimated $259K and leaving 74,025 shares worth $5.61M. The position accounts for 1.95% of the portfolio, ranked #18.

Financial Connections Group first reported a position in JIRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.8M in Q3 2025. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Financial Connections Group held 74,025 shares of JPMorgan International Research Enhanced Equity ETF worth $5.61M as of Q1 2026.
  • Financial Connections Group sold 3,318 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $259K.
  • JPMorgan International Research Enhanced Equity ETF made up 1.95% of Financial Connections Group's portfolio in Q1 2026, its #18 holding.
  • Financial Connections Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Financial Connections Group's JPMorgan International Research Enhanced Equity ETF position peaked at $5.8M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.