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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $36.1B AUM 19.68% 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 $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's JIRE Position: Q1 2026 in Review

Lido Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 145% in Q1 2026, buying an estimated $3.05M and bringing the position to 66,118 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #456.

Lido Advisors first reported a position in JIRE in Q3 2023 and has held it in 5 quarters since. The position peaked at $22M in Q4 2024. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

Lido Advisors held 66,118 shares of JPMorgan International Research Enhanced Equity ETF worth $5.01M as of Q1 2026.
Lido Advisors bought 39,081 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $3.05M.
JPMorgan International Research Enhanced Equity ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #456 holding.
Lido Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and has held it in 5 quarters since.
Lido Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $22M in Q4 2024.
339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.