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Integrated Wealth Concepts’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Integrated Wealth Concepts’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 		$24.7M Sell
299,789
-33,022
-10% -$2.65M 0.12% 160
2026
Q1 		$25.2M Buy
332,811
+270,334
+433% +$21.1M 0.2% 104
2025
Q4 		$4.68M Sell
62,477
-302,068
-83% -$22.5M 0.06% 299
2025
Q3 		$26.8M Buy
364,545
+309,244
+559% +$22.2M 0.24% 89
2025
Q2 		$3.91M Buy
55,301
+1,012
+2% +$67.5K 0.04% 397
2025
Q1 		$3.46M Sell
54,289
-16,132
-23% -$1.01M 0.04% 415
2024
Q4 		$4.12M Buy
70,421
+1,984
+3% +$124K 0.05% 336
2024
Q3 		$4.52M Buy
68,437
+53,572
+360% +$3.43M 0.06% 313
2024
Q2 		$931K Buy
14,865
+255
+2% +$15.9K 0.01% 796
2024
Q1 		$915K Buy
14,610
+756
+5% +$45.2K 0.01% 787
2023
Q4 		$810K Buy
13,854
+460
+3% +$25.7K 0.01% 803
2023
Q3 		$728K Buy
13,394
+932
+7% +$52.7K 0.01% 824
2023
Q2 		$712K Sell
12,462
-2,681
-18% -$151K 0.01% 821
2023
Q1 		$834K Buy
15,143
+96
+0.6% +$5.16K 0.02% 685
2022
Q4 		$753K Sell
15,047
-278
-2% -$13.6K 0.02% 538
2022
Q3 		$667K Buy
15,325
+366
+2% +$17.8K 0.02% 518
2022
Q2 		$727K Buy
+14,959
New +$725K 0.02% 494

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

Integrated Wealth Concepts's JIRE Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 9.9% in Q2 2026, selling an estimated $2.65M and leaving 299,789 shares worth $24.7M. The position accounts for 0.12% of the portfolio, ranked #160.

Integrated Wealth Concepts first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.8M in Q3 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Integrated Wealth Concepts held 299,789 shares of JPMorgan International Research Enhanced Equity ETF worth $24.7M as of Q2 2026.
  • Integrated Wealth Concepts sold 33,022 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $2.65M.
  • JPMorgan International Research Enhanced Equity ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #160 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's JPMorgan International Research Enhanced Equity ETF position peaked at $26.8M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.