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

MN 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
2026
Q3 		$11.7M Buy
142,955
+19,943
+16% +$1.67M 4.76% 3
2026
Q2 		$10.1M Buy
123,012
+10,574
+9% +$848K 4.32% 3
2026
Q1 		$8.52M Buy
112,438
+7,247
+7% +$566K 4.14% 5
2025
Q4 		$7.88M Sell
105,191
-3,427
-3% -$256K 3.98% 5
2025
Q3 		$7.95M Buy
108,618
+3,211
+3% +$230K 4.25% 5
2025
Q2 		$7.46M Buy
105,407
+16,880
+19% +$1.13M 4.34% 5
2025
Q1 		$5.64M Buy
88,527
+13,554
+18% +$849K 3.31% 6
2024
Q4 		$4.39M Buy
74,973
+6,908
+10% +$431K 2.47% 11
2024
Q3 		$4.49M Buy
68,065
+873
+1% +$55.9K 2.56% 11
2024
Q2 		$4.21M Buy
67,192
+13,253
+25% +$828K 2.44% 11
2024
Q1 		$3.38M Buy
+53,939
New +$3.22M 2.09% 12

Other funds holding JIRE

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

MN Wealth Advisors's JIRE Position: Q3 2026 in Review

MN Wealth Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 16% in Q3 2026, buying an estimated $1.67M and bringing the position to 142,955 shares worth $11.7M. The position accounts for 4.76% of the portfolio, ranked #3.

MN Wealth Advisors first reported a position in JIRE in Q1 2024 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • MN Wealth Advisors held 142,955 shares of JPMorgan International Research Enhanced Equity ETF worth $11.7M as of Q3 2026.
  • MN Wealth Advisors bought 19,943 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $1.67M.
  • JPMorgan International Research Enhanced Equity ETF made up 4.76% of MN Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • MN Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.