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Perigon Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Perigon Wealth 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 		$10.7M Buy
130,066
+9,049
+7% +$726K 0.17% 124
2026
Q1 		$9.17M Buy
+121,017
New +$9.45M 0.17% 127

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

Perigon Wealth Management's JIRE Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 7.5% in Q2 2026, buying an estimated $726K and bringing the position to 130,066 shares worth $10.7M. The position accounts for 0.17% of the portfolio, ranked #124.

Perigon Wealth Management first reported a position in JIRE in Q1 2026 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Perigon Wealth Management held 130,066 shares of JPMorgan International Research Enhanced Equity ETF worth $10.7M as of Q2 2026.
  • Perigon Wealth Management bought 9,049 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $726K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.17% of Perigon Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Perigon Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.