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Great Valley Advisor Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Great Valley Advisor Group’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
Q1 		$61.6M Buy
813,094
+5,790
+0.7% +$452K 1.12% 13
2025
Q4 		$60.5M Buy
807,304
+28,238
+4% +$2.11M 1.16% 13
2025
Q3 		$57.3M Buy
779,066
+73,828
+10% +$5.3M 1.15% 16
2025
Q2 		$49.9M Buy
705,238
+64,685
+10% +$4.31M 1.11% 17
2025
Q1 		$40.8M Sell
640,553
-94,276
-13% -$5.91M 0.88% 23
2024
Q4 		$43M Buy
734,829
+72,724
+11% +$4.54M 0.96% 20
2024
Q3 		$43.7M Buy
662,105
+127,540
+24% +$8.17M 1.07% 16
2024
Q2 		$33.5M Buy
534,565
+61,566
+13% +$3.85M 0.94% 18
2024
Q1 		$29.6M Buy
472,999
+133,608
+39% +$7.99M 0.9% 19
2023
Q4 		$19.8M Buy
+339,391
New +$18.9M 0.7% 34

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Great Valley Advisor Group's JIRE Position: Q1 2026 in Review

Great Valley Advisor Group increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.72% in Q1 2026, buying an estimated $452K and bringing the position to 813,094 shares worth $61.6M. The position accounts for 1.12% of the portfolio, ranked #13.

Great Valley Advisor Group first reported a position in JIRE in Q4 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Great Valley Advisor Group held 813,094 shares of JPMorgan International Research Enhanced Equity ETF worth $61.6M as of Q1 2026.
  • Great Valley Advisor Group bought 5,790 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $452K.
  • JPMorgan International Research Enhanced Equity ETF made up 1.12% of Great Valley Advisor Group's portfolio in Q1 2026, its #13 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.