Planning Directions’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Planning Directions’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	$1.58M	Sell	19,116 -571	-3%	-$45.8K	0.73%	25
2026 Q1	$1.49M	Buy	19,687 +2,214	+13%	+$173K	0.75%	24
2025 Q4	$1.31M	Buy	17,473 +821	+5%	+$61.3K	0.66%	27
2025 Q3	$1.22M	Buy	16,652 +4,522	+37%	+$324K	0.64%	28
2025 Q2	$858K	Buy	+12,130	New	+$809K	0.48%	33

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

Planning Directions's JIRE Position: Q2 2026 in Review

Planning Directions reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.9% in Q2 2026, selling an estimated $45.8K and leaving 19,116 shares worth $1.58M. The position accounts for 0.73% of the portfolio, ranked #25.

Planning Directions 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.

Planning Directions held 19,116 shares of JPMorgan International Research Enhanced Equity ETF worth $1.58M as of Q2 2026.
Planning Directions sold 571 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $45.8K.
JPMorgan International Research Enhanced Equity ETF made up 0.73% of Planning Directions's portfolio in Q2 2026, its #25 holding.
Planning Directions 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 Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.