Grimes & Company’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Grimes & Company’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	$30.1M	Buy	365,229 +57,131	+19%	+$4.58M	0.65%	34
2026 Q1	$23.3M	Buy	308,098 +57,454	+23%	+$4.49M	0.65%	29
2025 Q4	$18.8M	Buy	250,644 +61,234	+32%	+$4.57M	0.45%	42
2025 Q3	$13.9M	Buy	189,410 +54,406	+40%	+$3.9M	0.34%	59
2025 Q2	$9.55M	Buy	135,004 +37,136	+38%	+$2.48M	0.26%	78
2025 Q1	$6.24M	Buy	97,868 +49,833	+104%	+$3.12M	0.19%	98
2024 Q4	$2.81M	Buy	48,035 +43,608	+985%	+$2.72M	0.08%	129
2024 Q3	$292K	Buy	+4,427	New	+$284K	0.01%	295

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

Grimes & Company's JIRE Position: Q2 2026 in Review

Grimes & Company increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 19% in Q2 2026, buying an estimated $4.58M and bringing the position to 365,229 shares worth $30.1M. The position accounts for 0.65% of the portfolio, ranked #34.

Grimes & Company first reported a position in JIRE in Q3 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Grimes & Company held 365,229 shares of JPMorgan International Research Enhanced Equity ETF worth $30.1M as of Q2 2026.
Grimes & Company bought 57,131 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $4.58M.
JPMorgan International Research Enhanced Equity ETF made up 0.65% of Grimes & Company's portfolio in Q2 2026, its #34 holding.
Grimes & Company first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.