Modern Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Modern Wealth Management’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	$38.2M	Sell	463,659 -4,929	-1%	-$395K	0.46%	46
2026 Q1	$36.1M	Buy	468,588 +12,380	+3%	+$967K	0.62%	42
2025 Q4	$34.2M	Buy	456,208 +90,165	+25%	+$6.73M	0.62%	41
2025 Q3	$26.9M	Buy	+366,043	New	+$26.3M	0.53%	52

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

Modern Wealth Management's JIRE Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.1% in Q2 2026, selling an estimated $395K and leaving 463,659 shares worth $38.2M. The position accounts for 0.46% of the portfolio, ranked #46.

Modern Wealth Management first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Modern Wealth Management held 463,659 shares of JPMorgan International Research Enhanced Equity ETF worth $38.2M as of Q2 2026.
Modern Wealth Management sold 4,929 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $395K.
JPMorgan International Research Enhanced Equity ETF made up 0.46% of Modern Wealth Management's portfolio in Q2 2026, its #46 holding.
Modern Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.