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

Kestra Private Wealth 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	$2.95M	Sell	35,800 -299	-0.8%	-$24K	0.03%	478
2026 Q1	$2.73M	Sell	36,099 -609	-2%	-$47.6K	0.03%	468
2025 Q4	$2.75M	Buy	36,708 +721	+2%	+$53.8K	0.03%	447
2025 Q3	$2.65M	Buy	35,987 +4,196	+13%	+$301K	0.03%	452
2025 Q2	$2.25M	Buy	31,791 +1,899	+6%	+$127K	0.03%	463
2025 Q1	$1.9M	Sell	29,892 -2,183	-7%	-$137K	0.03%	466
2024 Q4	$1.88M	Buy	32,075 +29,039	+956%	+$1.81M	0.03%	447
2024 Q3	$200K	Buy	+3,036	New	+$195K	﹤0.01%	1271

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 Private Wealth Services's JIRE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.83% in Q2 2026, selling an estimated $24K and leaving 35,800 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #478.

Kestra Private Wealth Services 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.

Kestra Private Wealth Services held 35,800 shares of JPMorgan International Research Enhanced Equity ETF worth $2.95M as of Q2 2026.
Kestra Private Wealth Services sold 299 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $24K.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #478 holding.
Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.