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

Goelzer Investment 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	$358K	Hold	4,343	–	–	0.02%	260
2026 Q1	$329K	Hold	4,343	–	–	0.02%	258
2025 Q4	$325K	Hold	4,343	–	–	0.02%	242
2025 Q3	$319K	Hold	4,343	–	–	0.02%	219
2025 Q2	$307K	Hold	4,343	–	–	0.02%	221
2025 Q1	$277K	Hold	4,343	–	–	0.02%	218
2024 Q4	$254K	Hold	4,343	–	–	0.01%	227
2024 Q3	$287K	Hold	4,343	–	–	0.02%	212
2024 Q2	$272K	Hold	4,343	–	–	0.02%	220
2024 Q1	$272K	Hold	4,343	–	–	0.02%	226
2023 Q4	$254K	Hold	4,343	–	–	0.02%	220
2023 Q3	$236K	Hold	4,343	–	–	0.02%	212
2023 Q2	$248K	Hold	4,343	–	–	0.02%	211
2023 Q1	$239K	Hold	4,343	–	–	0.02%	215
2022 Q4	$217K	Buy	+4,343	New	+$212K	0.02%	230
2022 Q3	–	Sell	-4,343	Closed	-$210K	–	228
2022 Q2	$210K	Buy	+4,343	New	+$211K	0.02%	214

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

Goelzer Investment Management's JIRE Position: Q2 2026 in Review

Goelzer Investment Management held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 4,343 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #260.

Goelzer Investment Management first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Goelzer Investment Management held 4,343 shares of JPMorgan International Research Enhanced Equity ETF worth $358K as of Q2 2026.
Goelzer Investment Management left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #260 holding.
Goelzer Investment Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.