Galvin Gaustad & Stein’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Galvin Gaustad & Stein’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	$11.9M	Buy	145,018 +8,902	+7%	+$744K	0.9%	40
2026 Q2	$11.2M	Buy	136,116 +8,069	+6%	+$647K	0.83%	45
2026 Q1	$9.7M	Buy	128,047 +44,358	+53%	+$3.46M	0.78%	52
2025 Q4	$6.27M	Buy	83,689 +4,457	+6%	+$333K	0.49%	62
2025 Q3	$5.83M	Buy	79,232 +30,365	+62%	+$2.18M	0.47%	62
2025 Q2	$3.46M	Buy	48,867 +17,402	+55%	+$1.16M	0.3%	68
2025 Q1	$2M	Buy	31,465 +2,774	+10%	+$174K	0.18%	73
2024 Q4	$1.68M	Buy	28,691 +9,168	+47%	+$573K	0.15%	80
2024 Q3	$1.29M	Sell	19,523 -425	-2%	-$27.2K	0.11%	86
2024 Q2	$1.25M	Sell	19,948 -2,607	-12%	-$163K	0.12%	81
2024 Q1	$1.41M	Buy	+22,555	New	+$1.35M	0.13%	81

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

Galvin Gaustad & Stein's JIRE Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 6.5% in Q3 2026, buying an estimated $744K and bringing the position to 145,018 shares worth $11.9M. The position accounts for 0.9% of the portfolio, ranked #40.

Galvin Gaustad & Stein first reported a position in JIRE in Q1 2024 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Galvin Gaustad & Stein held 145,018 shares of JPMorgan International Research Enhanced Equity ETF worth $11.9M as of Q3 2026.
Galvin Gaustad & Stein bought 8,902 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $744K.
JPMorgan International Research Enhanced Equity ETF made up 0.9% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #40 holding.
Galvin Gaustad & Stein first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 11 quarters since.
244 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.