N.E.W. Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

N.E.W. Advisory Services’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	$37.2K	Hold	451	–	–	﹤0.01%	416
2026 Q1	$34.2K	Sell	451 -774	-63%	-$60.5K	﹤0.01%	415
2025 Q4	$91.8K	Buy	1,225 +983	+406%	+$73.4K	0.01%	289
2025 Q3	$17.8K	Sell	242 -7,773	-97%	-$558K	﹤0.01%	482
2025 Q2	$567K	Sell	8,015 -74,538	-90%	-$4.97M	0.06%	107
2025 Q1	$5.26M	Buy	82,553 +42,451	+106%	+$2.66M	0.4%	45
2024 Q4	$2.35M	Sell	40,102 -3,087	-7%	-$193K	0.22%	58
2024 Q3	$2.85M	Buy	43,189 +1,730	+4%	+$111K	0.28%	50
2024 Q2	$2.6M	Buy	41,459 +3,161	+8%	+$198K	0.28%	50
2024 Q1	$2.4M	Buy	38,298 +2,937	+8%	+$176K	0.27%	51
2023 Q4	$2.07M	Buy	+35,361	New	+$1.97M	0.25%	51

Other funds holding JIRE

LPL Financial San Diego, California $445B AUM 25.58% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

N.E.W. Advisory Services's JIRE Position: Q2 2026 in Review

N.E.W. Advisory Services held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 451 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

N.E.W. Advisory Services first reported a position in JIRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.26M in Q1 2025. 245 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

N.E.W. Advisory Services held 451 shares of JPMorgan International Research Enhanced Equity ETF worth $37.2K as of Q2 2026.
N.E.W. Advisory Services left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #416 holding.
N.E.W. Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
N.E.W. Advisory Services's JPMorgan International Research Enhanced Equity ETF position peaked at $5.26M in Q1 2025.
245 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.