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PCG Wealth Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

PCG Wealth Advisors’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 		$2.25M Sell
27,248
-3,843
-12% -$308K 0.5% 63
2026
Q1 		$2.35M Sell
31,091
-275
-0.9% -$21.5K 0.6% 54
2025
Q4 		$2.35M Sell
31,366
-143
-0.5% -$10.7K 0.66% 50
2025
Q3 		$2.32M Buy
+31,509
New +$2.26M 0.68% 53

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

PCG Wealth Advisors's JIRE Position: Q2 2026 in Review

PCG Wealth Advisors reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 12% in Q2 2026, selling an estimated $308K and leaving 27,248 shares worth $2.25M. The position accounts for 0.5% of the portfolio, ranked #63.

PCG Wealth Advisors first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2026. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • PCG Wealth Advisors held 27,248 shares of JPMorgan International Research Enhanced Equity ETF worth $2.25M as of Q2 2026.
  • PCG Wealth Advisors sold 3,843 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $308K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.5% of PCG Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • PCG Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • PCG Wealth Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $2.35M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.