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Legacy Edge Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Legacy Edge Advisors’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 		$227K Sell
3,202
-42,706
-93% -$3.43M 0.03% 192
2026
Q1 		$3.48M Buy
45,908
+7,063
+18% +$552K 0.37% 46
2025
Q4 		$2.91M Buy
+38,845
New +$2.9M 0.32% 48

Other funds holding JIRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AssetMark Inc
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

Legacy Edge Advisors's JIRE Position: Q2 2026 in Review

Legacy Edge Advisors reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 93% in Q2 2026, selling an estimated $3.43M and leaving 3,202 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #192.

Legacy Edge Advisors first reported a position in JIRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48M in Q1 2026. 236 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Legacy Edge Advisors held 3,202 shares of JPMorgan International Research Enhanced Equity ETF worth $227K as of Q2 2026.
  • Legacy Edge Advisors sold 42,706 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $3.43M.
  • JPMorgan International Research Enhanced Equity ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #192 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $3.48M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.