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 Q2	$69.5M	Buy	842,940 +29,846	+4%	+$2.39M	1.1%	12
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 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

Great Valley Advisor Group's JIRE Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.7% in Q2 2026, buying an estimated $2.39M and bringing the position to 842,940 shares worth $69.5M. The position accounts for 1.1% of the portfolio, ranked #12.

Great Valley Advisor Group first reported a position in JIRE in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Great Valley Advisor Group held 842,940 shares of JPMorgan International Research Enhanced Equity ETF worth $69.5M as of Q2 2026.
Great Valley Advisor Group bought 29,846 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $2.39M.
JPMorgan International Research Enhanced Equity ETF made up 1.1% of Great Valley Advisor Group's portfolio in Q2 2026, its #12 holding.
Great Valley Advisor Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.