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

Golden State 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	$3.65M	Buy	44,243 +25,093	+131%	+$2.01M	0.33%	72
2026 Q1	$1.45M	Buy	19,150 +1,279	+7%	+$99.9K	0.16%	130
2025 Q4	$1.34M	Buy	17,871 +7,201	+67%	+$537K	0.14%	124
2025 Q3	$785K	Buy	10,670 +3,231	+43%	+$232K	0.09%	181
2025 Q2	$526K	Buy	7,439 +624	+9%	+$41.6K	0.06%	220
2025 Q1	$434K	Buy	6,815 +2,512	+58%	+$157K	0.06%	228
2024 Q4	$252K	Buy	+4,303	New	+$269K	0.04%	288

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

Golden State Wealth Management's JIRE Position: Q2 2026 in Review

Golden State Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 131% in Q2 2026, buying an estimated $2.01M and bringing the position to 44,243 shares worth $3.65M. The position accounts for 0.33% of the portfolio, ranked #72.

Golden State Wealth Management first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Golden State Wealth Management held 44,243 shares of JPMorgan International Research Enhanced Equity ETF worth $3.65M as of Q2 2026.
Golden State Wealth Management bought 25,093 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $2.01M.
JPMorgan International Research Enhanced Equity ETF made up 0.33% of Golden State Wealth Management's portfolio in Q2 2026, its #72 holding.
Golden State Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.