LPL Financial
JIRE icon

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

LPL Financial’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 		$550M Buy
6,667,205
+228,460
+4% +$18.3M 0.12% 171
2026
Q1 		$488M Buy
6,438,745
+502,047
+8% +$39.2M 0.13% 163
2025
Q4 		$445M Buy
5,936,698
+177,001
+3% +$13.2M 0.12% 165
2025
Q3 		$424M Buy
5,759,697
+1,708,585
+42% +$123M 0.12% 159
2025
Q2 		$287M Buy
4,051,112
+1,036,377
+34% +$69.1M 0.1% 193
2025
Q1 		$192M Sell
3,014,735
-48,719
-2% -$3.05M 0.07% 257
2024
Q4 		$179M Buy
3,063,454
+286,648
+10% +$17.9M 0.07% 240
2024
Q3 		$183M Buy
2,776,806
+492,080
+22% +$31.5M 0.08% 217
2024
Q2 		$143M Buy
2,284,726
+380,609
+20% +$23.8M 0.07% 240
2024
Q1 		$119M Buy
1,904,117
+287,122
+18% +$17.2M 0.06% 269
2023
Q4 		$94.5M Buy
1,616,995
+400,376
+33% +$22.3M 0.06% 298
2023
Q3 		$66.1M Buy
1,216,619
+229,743
+23% +$13M 0.05% 362
2023
Q2 		$56.4M Sell
986,876
-115,191
-10% -$6.49M 0.04% 402
2023
Q1 		$60.7M Buy
1,102,067
+76,286
+7% +$4.1M 0.05% 363
2022
Q4 		$51.4M Sell
1,025,781
-48,227
-4% -$2.35M 0.04% 388
2022
Q3 		$46.8M Sell
1,074,008
-24,994
-2% -$1.21M 0.05% 365
2022
Q2 		$53.4M Buy
+1,099,002
New +$53.3M 0.05% 334

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial's JIRE Position: Q2 2026 in Review

LPL Financial increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.5% in Q2 2026, buying an estimated $18.3M and bringing the position to 6,667,205 shares worth $550M. The position accounts for 0.12% of the portfolio, ranked #171.

LPL Financial first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • LPL Financial held 6,667,205 shares of JPMorgan International Research Enhanced Equity ETF worth $550M as of Q2 2026.
  • LPL Financial bought 228,460 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $18.3M.
  • JPMorgan International Research Enhanced Equity ETF made up 0.12% of LPL Financial's portfolio in Q2 2026, its #171 holding.
  • LPL Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.