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 Q3	$11.1M	Buy	134,817 +4,751	+4%	+$397K	0.17%	114
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Perigon Wealth Management's JIRE Position: Q3 2026 in Review

Perigon Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.7% in Q3 2026, buying an estimated $397K and bringing the position to 134,817 shares worth $11.1M. The position accounts for 0.17% of the portfolio, ranked #114.

Perigon Wealth Management first reported a position in JIRE in Q1 2026 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Perigon Wealth Management held 134,817 shares of JPMorgan International Research Enhanced Equity ETF worth $11.1M as of Q3 2026.
Perigon Wealth Management bought 4,751 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $397K.
JPMorgan International Research Enhanced Equity ETF made up 0.17% of Perigon Wealth Management's portfolio in Q3 2026, its #114 holding.
Perigon Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.