LGT Financial Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

LGT Financial 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	$10.1K	Hold	122	–	–	0.05%	127
2026 Q1	$9.24K	Sell	122 -3	-2%	-$234	0.05%	142
2025 Q4	$9.36K	Sell	125 -130	-51%	-$9.7K	0.06%	145
2025 Q3	$18.8K	Buy	255 +127	+99%	+$9.11K	0.04%	187
2025 Q2	$9.06K	Buy	128 +24	+23%	+$1.6K	0.02%	215
2025 Q1	$6.63K	Buy	104 +9	+9%	+$564	0.02%	199
2024 Q4	$5.56K	Buy	95 +6	+7%	+$375	0.01%	529
2024 Q3	$5.88K	Hold	89	–	–	0.01%	503
2024 Q2	$5.57K	Buy	89 +4	+5%	+$250	0.01%	580
2024 Q1	$5.32K	Buy	+85	New	+$5.08K	0.01%	617

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

LGT Financial Advisors's JIRE Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 122 shares worth $10.1K. The position accounts for 0.05% of the portfolio, ranked #127.

LGT Financial Advisors first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.8K in Q3 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

LGT Financial Advisors held 122 shares of JPMorgan International Research Enhanced Equity ETF worth $10.1K as of Q2 2026.
LGT Financial Advisors left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #127 holding.
LGT Financial Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
LGT Financial Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $18.8K in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.