Patten Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Patten 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	$369K	Sell	4,479 -561	-11%	-$45K	0.06%	256
2026 Q1	$382K	Sell	5,040 -75	-1%	-$5.86K	0.07%	233
2025 Q4	$383K	Buy	5,115 +23	+0.5%	+$1.72K	0.07%	234
2025 Q3	$374K	Sell	5,092 -79	-2%	-$5.67K	0.07%	216
2025 Q2	$366K	Hold	5,171	–	–	0.08%	213
2025 Q1	$329K	Hold	5,171	–	–	0.08%	217
2024 Q4	$303K	Sell	5,171 -91	-2%	-$5.68K	0.07%	225
2024 Q3	$347K	Buy	5,262 +26	+0.5%	+$1.67K	0.08%	211
2024 Q2	$328K	Sell	5,236 -411	-7%	-$25.7K	0.08%	214
2024 Q1	$354K	Buy	+5,647	New	+$338K	0.09%	200

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

Patten Group's JIRE Position: Q2 2026 in Review

Patten Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 11% in Q2 2026, selling an estimated $45K and leaving 4,479 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #256.

Patten Group first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $383K in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Patten Group held 4,479 shares of JPMorgan International Research Enhanced Equity ETF worth $369K as of Q2 2026.
Patten Group sold 561 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $45K.
JPMorgan International Research Enhanced Equity ETF made up 0.06% of Patten Group's portfolio in Q2 2026, its #256 holding.
Patten Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
Patten Group's JPMorgan International Research Enhanced Equity ETF position peaked at $383K in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.