Orion Portfolio Solutions’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$219K	Buy	+3,441	New	+$216K	﹤0.01%	1768
2024 Q2	–	Sell	-3,423	Closed	-$214K	–	1758
2024 Q1	$214K	Sell	3,423 -13,793	-80%	-$825K	﹤0.01%	1589
2023 Q4	$1M	Buy	+17,216	New	+$960K	0.01%	940

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Orion Portfolio Solutions's JIRE Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025: 3,441 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in JIRE as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in JIRE in Q4 2023 and has held it in 3 quarters since. The position peaked at $1M in Q4 2023. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Orion Portfolio Solutions held 3,441 shares of JPMorgan International Research Enhanced Equity ETF worth $219K as of Q1 2025.
JPMorgan International Research Enhanced Equity ETF was a new Orion Portfolio Solutions position in Q1 2025.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1768 holding.
Orion Portfolio Solutions first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 3 quarters since.
Orion Portfolio Solutions's JPMorgan International Research Enhanced Equity ETF position peaked at $1M in Q4 2023.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.