Kaizen Financial Strategies’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Kaizen Financial Strategies’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	$6.69M	Sell	81,885 -6,275	-7%	-$503K	2.17%	14
2026 Q1	$7.07M	Buy	88,160 +8,850	+11%	+$691K	2.99%	9
2025 Q4	$5.94M	Buy	79,310 +3,990	+5%	+$298K	2.62%	9
2025 Q3	$5.58M	Buy	75,320 +8,919	+13%	+$640K	2.52%	9
2025 Q2	$4.7M	Buy	66,401 +13,553	+26%	+$904K	2.39%	8
2025 Q1	$3.37M	Buy	+52,848	New	+$3.31M	1.94%	11

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kaizen Financial Strategies's JIRE Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 7.1% in Q2 2026, selling an estimated $503K and leaving 81,885 shares worth $6.69M. The position accounts for 2.17% of the portfolio, ranked #14.

Kaizen Financial Strategies first reported a position in JIRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.07M in Q1 2026. 153 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Kaizen Financial Strategies held 81,885 shares of JPMorgan International Research Enhanced Equity ETF worth $6.69M as of Q2 2026.
Kaizen Financial Strategies sold 6,275 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $503K.
JPMorgan International Research Enhanced Equity ETF made up 2.17% of Kaizen Financial Strategies's portfolio in Q2 2026, its #14 holding.
Kaizen Financial Strategies first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
Kaizen Financial Strategies's JPMorgan International Research Enhanced Equity ETF position peaked at $7.07M in Q1 2026.
153 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.