O'Shaughnessy Asset Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

O'Shaughnessy Asset 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	$821K	Buy	9,947 +102	+1%	+$8.18K	﹤0.01%	1363
2026 Q1	$746K	Buy	9,845 +605	+7%	+$47.3K	﹤0.01%	1328
2025 Q4	$692K	Sell	9,240 -650	-7%	-$48.5K	﹤0.01%	1326
2025 Q3	$727K	Buy	9,890 +7,904	+398%	+$567K	﹤0.01%	1284
2025 Q2	$141K	Buy	1,986 +1,816	+1,068%	+$121K	﹤0.01%	1895
2025 Q1	$10.8K	Sell	170 -80	-32%	-$5.01K	﹤0.01%	2119
2024 Q4	$14.6K	Buy	+250	New	+$15.6K	﹤0.01%	2035

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

O'Shaughnessy Asset Management's JIRE Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1% in Q2 2026, buying an estimated $8.18K and bringing the position to 9,947 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

O'Shaughnessy Asset Management first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

O'Shaughnessy Asset Management held 9,947 shares of JPMorgan International Research Enhanced Equity ETF worth $821K as of Q2 2026.
O'Shaughnessy Asset Management bought 102 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $8.18K.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1363 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.