Kestra Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Kestra Advisory Services’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	$2.72M	Buy	33,003 +3,947	+14%	+$317K	0.01%	1166
2026 Q1	$2.2M	Buy	29,056 +7,111	+32%	+$555K	0.01%	1248
2025 Q4	$1.64M	Buy	21,945 +3,409	+18%	+$254K	0.01%	1334
2025 Q3	$1.36M	Buy	18,536 +2,206	+14%	+$158K	0.01%	1387
2025 Q2	$1.16M	Buy	16,330 +5,231	+47%	+$349K	0.01%	1390
2025 Q1	$707K	Sell	11,099 -3,740	-25%	-$234K	﹤0.01%	1598
2024 Q4	$868K	Buy	14,839 +450	+3%	+$28.1K	﹤0.01%	1495
2024 Q3	$950K	Buy	14,389 +3,893	+37%	+$249K	0.01%	1359
2024 Q2	$657K	Buy	10,496 +6,857	+188%	+$429K	﹤0.01%	1601
2024 Q1	$228K	Buy	+3,639	New	+$218K	﹤0.01%	2191
2023 Q4	–	Sell	-4,444	Closed	-$242K	–	2307
2023 Q3	$242K	Buy	4,444 +932	+27%	+$52.7K	﹤0.01%	1812
2023 Q2	$201K	Sell	3,512 -1,894	-35%	-$107K	﹤0.01%	1907
2023 Q1	$298K	Sell	5,406 -2,180	-29%	-$117K	﹤0.01%	1566
2022 Q4	$380K	Sell	7,586 -2,963	-28%	-$145K	﹤0.01%	1568
2022 Q3	$459K	Buy	10,549 +322	+3%	+$15.6K	﹤0.01%	1365
2022 Q2	$494K	Buy	+10,227	New	+$496K	0.01%	1335

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

Kestra Advisory Services's JIRE Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 14% in Q2 2026, buying an estimated $317K and bringing the position to 33,003 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #1166.

Kestra Advisory Services first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Kestra Advisory Services held 33,003 shares of JPMorgan International Research Enhanced Equity ETF worth $2.72M as of Q2 2026.
Kestra Advisory Services bought 3,947 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $317K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1166 holding.
Kestra Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.