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

Lowe Wealth 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
2025
Q3 		$451K Buy
6,126
+2,900
+90% +$208K 0.16% 40
2025
Q2 		$228K Buy
3,226
+2,140
+197% +$143K 0.09% 54
2025
Q1 		$69.2K Buy
+1,086
New +$68K 0.03% 109

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lowe Wealth Advisors's JIRE Position: Q3 2025 in Review

Lowe Wealth Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 90% in Q3 2025, buying an estimated $208K and bringing the position to 6,126 shares worth $451K. The position accounts for 0.16% of the portfolio, ranked #40.

Lowe Wealth Advisors first reported a position in JIRE in Q1 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold JIRE as of Q3 2025.

  • Lowe Wealth Advisors held 6,126 shares of JPMorgan International Research Enhanced Equity ETF worth $451K as of Q3 2025.
  • Lowe Wealth Advisors bought 2,900 JPMorgan International Research Enhanced Equity ETF shares in Q3 2025, an estimated $208K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.16% of Lowe Wealth Advisors's portfolio in Q3 2025, its #40 holding.
  • Lowe Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.