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New England Professional Planning Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

New England Professional Planning Group’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 		$62.8M Sell
761,909
-15,813
-2% -$1.27M 23.46% 2
2026
Q1 		$58.9M Buy
777,722
+11,851
+2% +$926K 24.62% 2
2025
Q4 		$57.3M Buy
765,871
+6,823
+0.9% +$509K 24.03% 2
2025
Q3 		$54.4M Sell
759,048
-9,907
-1% -$711K 24.92% 2
2025
Q2 		$54.4M Sell
768,955
-392
-0.1% -$26.1K 24.79% 2
2025
Q1 		$49M Buy
769,347
+30,862
+4% +$1.93M 24.41% 2
2024
Q4 		$43.2M Buy
738,485
+14,250
+2% +$890K 21.52% 2
2024
Q3 		$47.8M Buy
+724,235
New +$46.4M 23.67% 2

Other funds holding JIRE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

New England Professional Planning Group's JIRE Position: Q2 2026 in Review

New England Professional Planning Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2% in Q2 2026, selling an estimated $1.27M and leaving 761,909 shares worth $62.8M. The position accounts for 23.46% of the portfolio, ranked #2.

New England Professional Planning Group first reported a position in JIRE in Q3 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • New England Professional Planning Group held 761,909 shares of JPMorgan International Research Enhanced Equity ETF worth $62.8M as of Q2 2026.
  • New England Professional Planning Group sold 15,813 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.27M.
  • JPMorgan International Research Enhanced Equity ETF made up 23.46% of New England Professional Planning Group's portfolio in Q2 2026, its #2 holding.
  • New England Professional Planning Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 190 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.