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

Lido 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 Q3	$136M	Buy	1,656,574 +111,108	+7%	+$9.29M	0.35%	39
2026 Q2	$127M	Buy	1,545,466 +1,479,348	+2,237%	+$119M	0.35%	42
2026 Q1	$5.01M	Buy	66,118 +39,081	+145%	+$3.05M	0.02%	456
2025 Q4	$2.02M	Buy	27,037 +16,427	+155%	+$1.23M	0.01%	718
2025 Q3	$780K	Buy	+10,610	New	+$761K	﹤0.01%	1058
2025 Q1	–	Sell	-375,521	Closed	-$22M	–	1568
2024 Q4	$22M	Buy	+375,521	New	+$23.5M	0.1%	122
2023 Q4	–	Sell	-275,342	Closed	-$15M	–	1385
2023 Q3	$15M	Buy	+275,342	New	+$15.6M	0.11%	101

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Professional Planning Group Westerly, Rhode Island $263M AUM 13.79% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Lido Advisors's JIRE Position: Q3 2026 in Review

Lido Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 7.2% in Q3 2026, buying an estimated $9.29M and bringing the position to 1,656,574 shares worth $136M. The position accounts for 0.35% of the portfolio, ranked #39.

Lido Advisors first reported a position in JIRE in Q3 2023 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Lido Advisors held 1,656,574 shares of JPMorgan International Research Enhanced Equity ETF worth $136M as of Q3 2026.
Lido Advisors bought 111,108 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $9.29M.
JPMorgan International Research Enhanced Equity ETF made up 0.35% of Lido Advisors's portfolio in Q3 2026, its #39 holding.
Lido Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.