LWM
JIRE icon

Lakeridge Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Lakeridge Wealth Management’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 		$275K Hold
3,333
– – 0.1% 154
2026
Q1 		$252K Buy
3,333
+140
+4% +$10.9K 0.11% 146
2025
Q4 		$239K Buy
3,193
+359
+13% +$26.8K 0.11% 145
2025
Q3 		$208K Buy
+2,834
New +$203K 0.09% 146

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

Lakeridge Wealth Management's JIRE Position: Q2 2026 in Review

Lakeridge Wealth Management held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 3,333 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #154.

Lakeridge Wealth Management first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Lakeridge Wealth Management held 3,333 shares of JPMorgan International Research Enhanced Equity ETF worth $275K as of Q2 2026.
  • Lakeridge Wealth Management left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
  • JPMorgan International Research Enhanced Equity ETF made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Lakeridge Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.