Geneos Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Geneos Wealth Management’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	$1.57M	Sell	19,078 -240	-1%	-$19.3K	0.03%	438
2026 Q1	$1.46M	Sell	19,318 -5,886	-23%	-$460K	0.03%	414
2025 Q4	$1.89M	Sell	25,204 -339	-1%	-$25.3K	0.05%	360
2025 Q3	$1.88M	Sell	25,543 -504	-2%	-$36.1K	0.05%	358
2025 Q2	$1.84M	Buy	26,047 +695	+3%	+$46.3K	0.05%	386
2025 Q1	$1.62M	Buy	25,352 +14,072	+125%	+$882K	0.05%	346
2024 Q4	$660K	Buy	+11,280	New	+$705K	0.02%	511

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

Geneos Wealth Management's JIRE Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.2% in Q2 2026, selling an estimated $19.3K and leaving 19,078 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #438.

Geneos Wealth Management first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q4 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Geneos Wealth Management held 19,078 shares of JPMorgan International Research Enhanced Equity ETF worth $1.57M as of Q2 2026.
Geneos Wealth Management sold 240 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $19.3K.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #438 holding.
Geneos Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $1.89M in Q4 2025.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.