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

Francis Financial’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	$32.7M	Buy	396,161 +5,378	+1%	+$432K	5.35%	5
2026 Q1	$29.6M	Buy	390,783 +23,416	+6%	+$1.83M	5.49%	5
2025 Q4	$27.5M	Buy	367,367 +18,302	+5%	+$1.37M	5.37%	6
2025 Q3	$25.7M	Buy	349,065 +22,736	+7%	+$1.63M	4.56%	7
2025 Q2	$23.1M	Buy	326,329 +23,630	+8%	+$1.58M	5.31%	6
2025 Q1	$19.3M	Buy	302,699 +258,719	+588%	+$16.2M	4.68%	6
2024 Q4	$2.57M	Buy	+43,980	New	+$2.75M	0.65%	22

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Francis Financial's JIRE Position: Q2 2026 in Review

Francis Financial increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.4% in Q2 2026, buying an estimated $432K and bringing the position to 396,161 shares worth $32.7M. The position accounts for 5.35% of the portfolio, ranked #5.

Francis Financial first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Francis Financial held 396,161 shares of JPMorgan International Research Enhanced Equity ETF worth $32.7M as of Q2 2026.
Francis Financial bought 5,378 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $432K.
JPMorgan International Research Enhanced Equity ETF made up 5.35% of Francis Financial's portfolio in Q2 2026, its #5 holding.
Francis Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.