Leo Wealth LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Leo Wealth LLC’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 Q1	$19.9M	Sell	263,346 -50,405	-16%	-$3.94M	1.45%	14
2025 Q4	$23.5M	Buy	313,751 +119,782	+62%	+$8.94M	1.7%	13
2025 Q3	$14.3M	Sell	193,969 -96,761	-33%	-$6.94M	1.85%	11
2025 Q2	$20.6M	Buy	290,730 +92,502	+47%	+$6.17M	1.6%	15
2025 Q1	$12.6M	Sell	198,228 -78,301	-28%	-$4.91M	1.82%	10
2024 Q4	$16.2M	Sell	276,529 -63,547	-19%	-$3.97M	1.45%	17
2024 Q3	$22.5M	Buy	340,076 +15,603	+5%	+$1,000K	2.05%	10
2024 Q2	$20.3M	Buy	324,473 +311,751	+2,450%	+$19.5M	2.07%	10
2024 Q1	$794K	Hold	12,722	–	–	0.08%	169
2023 Q4	$783K	Buy	+12,722	New	+$709K	0.08%	158

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leo Wealth LLC's JIRE Position: Q1 2026 in Review

Leo Wealth LLC reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 16% in Q1 2026, selling an estimated $3.94M and leaving 263,346 shares worth $19.9M. The position accounts for 1.45% of the portfolio, ranked #14.

Leo Wealth LLC first reported a position in JIRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.5M in Q4 2025. 342 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

Leo Wealth LLC held 263,346 shares of JPMorgan International Research Enhanced Equity ETF worth $19.9M as of Q1 2026.
Leo Wealth LLC sold 50,405 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $3.94M.
JPMorgan International Research Enhanced Equity ETF made up 1.45% of Leo Wealth LLC's portfolio in Q1 2026, its #14 holding.
Leo Wealth LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $23.5M in Q4 2025.
342 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.