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

GeoWealth 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	$826K	Buy	10,017 +1,048	+12%	+$84.1K	0.03%	370
2026 Q1	$679K	Sell	8,969 -884	-9%	-$69.1K	0.02%	393
2025 Q4	$738K	Buy	9,853 +713	+8%	+$53.2K	0.03%	353
2025 Q3	$672K	Buy	9,140 +3,228	+55%	+$232K	0.02%	383
2025 Q2	$418K	Buy	5,912 +1,843	+45%	+$123K	0.02%	445
2025 Q1	$259K	Sell	4,069 -606	-13%	-$38K	0.01%	590
2024 Q4	$274K	Sell	4,675 -449	-9%	-$28K	0.01%	649
2024 Q3	$338K	Sell	5,124 -373	-7%	-$23.9K	0.01%	570
2024 Q2	$344K	Sell	5,497 -145	-3%	-$9.06K	0.02%	542
2024 Q1	$353K	Buy	+5,642	New	+$337K	0.01%	526

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

GeoWealth Management's JIRE Position: Q2 2026 in Review

GeoWealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 12% in Q2 2026, buying an estimated $84.1K and bringing the position to 10,017 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #370.

GeoWealth Management first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

GeoWealth Management held 10,017 shares of JPMorgan International Research Enhanced Equity ETF worth $826K as of Q2 2026.
GeoWealth Management bought 1,048 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $84.1K.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #370 holding.
GeoWealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.