Principal Securities’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-254	Closed	-$18.7K	–	2495
2025 Q3	$18.7K	Hold	254	–	–	﹤0.01%	2432
2025 Q2	$18K	Buy	254 +54	+27%	+$3.6K	﹤0.01%	2371
2025 Q1	$11.7K	Hold	200	–	–	﹤0.01%	2455
2024 Q4	$11.7K	Hold	200	–	–	﹤0.01%	2451
2024 Q3	$13.2K	Hold	200	–	–	﹤0.01%	2309
2024 Q2	$12.5K	Hold	200	–	–	﹤0.01%	2291
2024 Q1	$12.5K	Sell	200 -91	-31%	-$5.44K	﹤0.01%	2230
2023 Q4	$17K	Buy	+291	New	+$16.2K	﹤0.01%	2008

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Securities's JIRE Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2025, closing a stake of 254 shares — an estimated $18.7K sold.

Principal Securities first reported a position in JIRE in Q4 2023 and held it in 8 quarters. The position peaked at $18.7K in Q3 2025. 314 funds tracked by Wall St. Rank hold JIRE as of Q4 2025.

Principal Securities reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 254 JPMorgan International Research Enhanced Equity ETF shares in Q4 2025, an estimated $18.7K.
Principal Securities first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's JPMorgan International Research Enhanced Equity ETF position peaked at $18.7K in Q3 2025.
314 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.