PGF
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
Q1 		$553K Buy
+7,307
New +$571K 0.13% 119

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plan Group Financial's JIRE Position: Q1 2026 in Review

Plan Group Financial opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2026: 7,307 shares worth $553K. The stake represents 0.13% of the portfolio and ranks #119 among its holdings.

339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Plan Group Financial held 7,307 shares of JPMorgan International Research Enhanced Equity ETF worth $553K as of Q1 2026.
  • JPMorgan International Research Enhanced Equity ETF was a new Plan Group Financial position in Q1 2026.
  • JPMorgan International Research Enhanced Equity ETF made up 0.13% of Plan Group Financial's portfolio in Q1 2026, its #119 holding.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.