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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$5.68K Hold
68
– – ﹤0.01% 464
2026
Q1 		$5.22K Buy
+68
New +$5.31K ﹤0.01% 429

Other funds holding JIRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AssetMark Inc
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JIRE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 68 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JIRE in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 68 shares of JPMorgan International Research Enhanced Equity ETF worth $5.68K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #464 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.