Intrepid Financial Planning Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Intrepid Financial Planning Group’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	$1.58M	Sell	19,139 -572	-3%	-$45.9K	0.54%	39
2026 Q1	$1.49M	Sell	19,711 -629	-3%	-$49.1K	0.6%	39
2025 Q4	$1.52M	Buy	20,340 +16	+0.1%	+$1.19K	0.58%	44
2025 Q3	$1.49M	Buy	20,324 +173	+0.9%	+$12.4K	0.57%	44
2025 Q2	$1.43M	Buy	20,151 +328	+2%	+$21.9K	0.6%	45
2025 Q1	$1.26M	Sell	19,823 -444	-2%	-$27.8K	0.59%	41
2024 Q4	$1.19M	Buy	20,267 +415	+2%	+$25.9K	0.5%	44
2024 Q3	$1.31M	Buy	+19,852	New	+$1.27M	0.56%	42

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

Intrepid Financial Planning Group's JIRE Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.9% in Q2 2026, selling an estimated $45.9K and leaving 19,139 shares worth $1.58M. The position accounts for 0.54% of the portfolio, ranked #39.

Intrepid Financial Planning Group first reported a position in JIRE in Q3 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Intrepid Financial Planning Group held 19,139 shares of JPMorgan International Research Enhanced Equity ETF worth $1.58M as of Q2 2026.
Intrepid Financial Planning Group sold 572 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $45.9K.
JPMorgan International Research Enhanced Equity ETF made up 0.54% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #39 holding.
Intrepid Financial Planning Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.