IFWM
JIRE icon

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

Institute for 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 		$86.7K Buy
+1,051
New +$84.3K 0.01% 720

Other funds holding JIRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Institute for Wealth Management's JIRE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2026: 1,051 shares worth $86.7K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings.

222 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Institute for Wealth Management held 1,051 shares of JPMorgan International Research Enhanced Equity ETF worth $86.7K as of Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #720 holding.
  • 222 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.