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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Patten Group's JIRE Position: Q1 2026 in Review

Patten Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.5% in Q1 2026, selling an estimated $5.86K and leaving 5,040 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #233.

Patten Group first reported a position in JIRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $383K in Q4 2025. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Patten Group held 5,040 shares of JPMorgan International Research Enhanced Equity ETF worth $382K as of Q1 2026.
  • Patten Group sold 75 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $5.86K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.07% of Patten Group's portfolio in Q1 2026, its #233 holding.
  • Patten Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Patten Group's JPMorgan International Research Enhanced Equity ETF position peaked at $383K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.