Marshall Financial Group (Maryland)’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Marshall Financial Group (Maryland)’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	$612K	Sell	7,416 -2,351	-24%	-$189K	0.09%	197
2026 Q1	$740K	Sell	9,767 -5,979	-38%	-$467K	0.12%	160
2025 Q4	$1.18M	Sell	15,746 -2,442	-13%	-$182K	0.23%	93
2025 Q3	$1.34M	Sell	18,188 -1,970	-10%	-$141K	0.26%	89
2025 Q2	$1.41M	Sell	20,158 -2,486	-11%	-$166K	0.28%	76
2025 Q1	$1.44M	Sell	22,644 -1,444	-6%	-$90.5K	0.32%	72
2024 Q4	$1.41M	Buy	24,088 +376	+2%	+$23.5K	0.34%	68
2024 Q3	$1.57M	Buy	+23,712	New	+$1.52M	0.37%	63

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

Marshall Financial Group (Maryland)'s JIRE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 24% in Q2 2026, selling an estimated $189K and leaving 7,416 shares worth $612K. The position accounts for 0.09% of the portfolio, ranked #197.

Marshall Financial Group (Maryland) first reported a position in JIRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q3 2024. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Marshall Financial Group (Maryland) held 7,416 shares of JPMorgan International Research Enhanced Equity ETF worth $612K as of Q2 2026.
Marshall Financial Group (Maryland) sold 2,351 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $189K.
JPMorgan International Research Enhanced Equity ETF made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #197 holding.
Marshall Financial Group (Maryland) first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s JPMorgan International Research Enhanced Equity ETF position peaked at $1.57M in Q3 2024.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.