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Independent Advisor Alliance’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-17,018
Closed -$1.29M – 1394
2026
Q1 		$1.29M Buy
+17,018
New +$1.33M 0.01% 711

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

Independent Advisor Alliance's JIRE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2026, closing a stake of 17,018 shares — an estimated $1.29M sold.

Independent Advisor Alliance first reported a position in JIRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.29M in Q1 2026. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,018 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.29M.
  • Independent Advisor Alliance first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's JPMorgan International Research Enhanced Equity ETF position peaked at $1.29M in Q1 2026.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.