GoalVest Advisory’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

GoalVest Advisory’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	$67.8K	Buy	822 +278	+51%	+$22.3K	0.01%	185
2026 Q1	$41.2K	Buy	544 +16	+3%	+$1.25K	0.01%	245
2025 Q4	$39.5K	Sell	528 -97	-16%	-$7.24K	0.01%	263
2025 Q3	$46K	Buy	+625	New	+$44.8K	0.01%	229
2024 Q4	–	Sell	-595	Closed	-$39.3K	–	414
2024 Q3	$39.3K	Buy	+595	New	+$38.1K	0.01%	211

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

GoalVest Advisory's JIRE Position: Q2 2026 in Review

GoalVest Advisory increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 51% in Q2 2026, buying an estimated $22.3K and bringing the position to 822 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #185.

GoalVest Advisory first reported a position in JIRE in Q3 2024 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

GoalVest Advisory held 822 shares of JPMorgan International Research Enhanced Equity ETF worth $67.8K as of Q2 2026.
GoalVest Advisory bought 278 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $22.3K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #185 holding.
GoalVest Advisory first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.