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

HB 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	$2.51M	Sell	30,404 -46	-0.2%	-$3.69K	0.01%	418
2026 Q1	$2.31M	Sell	30,450 -491	-2%	-$38.4K	0.01%	401
2025 Q4	$2.32M	Sell	30,941 -1,746	-5%	-$130K	0.02%	384
2025 Q3	$2.4M	Sell	32,687 -43	-0.1%	-$3.08K	0.02%	382
2025 Q2	$2.32M	Buy	32,730 +4,566	+16%	+$304K	0.02%	342
2025 Q1	$1.79M	Buy	+28,164	New	+$1.76M	0.02%	403

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

HB Wealth Management's JIRE Position: Q2 2026 in Review

HB Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.15% in Q2 2026, selling an estimated $3.69K and leaving 30,404 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #418.

HB Wealth Management first reported a position in JIRE in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

HB Wealth Management held 30,404 shares of JPMorgan International Research Enhanced Equity ETF worth $2.51M as of Q2 2026.
HB Wealth Management sold 46 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $3.69K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #418 holding.
HB Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.