Lake Street Private Wealth’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Lake Street Private Wealth’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	$1.88M	Buy	22,788 +179	+0.8%	+$14.4K	0.22%	89
2026 Q1	$1.71M	Sell	22,609 -400	-2%	-$31.2K	0.22%	86
2025 Q4	$1.72M	Buy	23,009 +2,610	+13%	+$195K	0.21%	90
2025 Q3	$1.5M	Buy	20,399 +8,436	+71%	+$605K	0.19%	92
2025 Q2	$847K	Buy	11,963 +2,560	+27%	+$171K	0.12%	112
2025 Q1	$599K	Sell	9,403 -491	-5%	-$30.8K	0.1%	136
2024 Q4	$579K	Buy	9,894 +1,991	+25%	+$124K	0.09%	139
2024 Q3	$522K	Sell	7,903 -216	-3%	-$13.8K	0.08%	157
2024 Q2	$508K	Buy	+8,119	New	+$507K	0.07%	222

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

Lake Street Private Wealth's JIRE Position: Q2 2026 in Review

Lake Street Private Wealth increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.79% in Q2 2026, buying an estimated $14.4K and bringing the position to 22,788 shares worth $1.88M. The position accounts for 0.22% of the portfolio, ranked #89.

Lake Street Private Wealth first reported a position in JIRE in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Lake Street Private Wealth held 22,788 shares of JPMorgan International Research Enhanced Equity ETF worth $1.88M as of Q2 2026.
Lake Street Private Wealth bought 179 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $14.4K.
JPMorgan International Research Enhanced Equity ETF made up 0.22% of Lake Street Private Wealth's portfolio in Q2 2026, its #89 holding.
Lake Street Private Wealth first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.