Independence Asset Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Independence Asset Advisors’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	$2.32M	Buy	28,178 +500	+2%	+$40.1K	0.61%	12
2026 Q1	$2.1M	Buy	27,678 +21,464	+345%	+$1.68M	0.76%	10
2025 Q4	$465K	Buy	+6,214	New	+$464K	0.26%	14

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

Independence Asset Advisors's JIRE Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.8% in Q2 2026, buying an estimated $40.1K and bringing the position to 28,178 shares worth $2.32M. The position accounts for 0.61% of the portfolio, ranked #12.

Independence Asset Advisors first reported a position in JIRE in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Independence Asset Advisors held 28,178 shares of JPMorgan International Research Enhanced Equity ETF worth $2.32M as of Q2 2026.
Independence Asset Advisors bought 500 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $40.1K.
JPMorgan International Research Enhanced Equity ETF made up 0.61% of Independence Asset Advisors's portfolio in Q2 2026, its #12 holding.
Independence Asset Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.