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

Phoenix 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	$495K	Hold	5,995	–	–	0.17%	86
2026 Q1	$454K	Hold	5,995	–	–	0.18%	90
2025 Q4	$449K	Hold	5,995	–	–	0.17%	89
2025 Q3	$441K	Hold	5,995	–	–	0.17%	90
2025 Q2	$424K	Buy	+5,995	New	+$400K	0.18%	87

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

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

Phoenix Wealth Advisors held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q2 2026 at 5,995 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #86.

Phoenix Wealth Advisors first reported a position in JIRE in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Phoenix Wealth Advisors held 5,995 shares of JPMorgan International Research Enhanced Equity ETF worth $495K as of Q2 2026.
Phoenix Wealth Advisors left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q2 2026.
JPMorgan International Research Enhanced Equity ETF made up 0.17% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Phoenix Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

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