Plan Group Financial
JIRE icon

Plan Group Financial’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Plan Group Financial’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 		$409K Sell
4,990
-2,278
-31% -$191K 0.08% 145
2026
Q2 		$600K Sell
7,268
-39
-0.5% -$3.13K 0.12% 118
2026
Q1 		$553K Buy
+7,307
New +$571K 0.13% 119

Other funds holding JIRE

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Plan Group Financial's JIRE Position: Q3 2026 in Review

Plan Group Financial reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 31% in Q3 2026, selling an estimated $191K and leaving 4,990 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #145.

Plan Group Financial first reported a position in JIRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $600K in Q2 2026. 110 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • Plan Group Financial held 4,990 shares of JPMorgan International Research Enhanced Equity ETF worth $409K as of Q3 2026.
  • Plan Group Financial sold 2,278 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $191K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #145 holding.
  • Plan Group Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Plan Group Financial's JPMorgan International Research Enhanced Equity ETF position peaked at $600K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.