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Quantum Financial Planning Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Quantum Financial Planning Services’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 		$1.92M Buy
23,281
+11,342
+95% +$910K 0.6% 12
2026
Q1 		$904K Buy
11,939
+2,267
+23% +$177K 0.32% 18
2025
Q4 		$724K Buy
9,672
+4,224
+78% +$315K 0.26% 19
2025
Q3 		$401K Buy
+5,448
New +$391K 0.16% 26

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

Quantum Financial Planning Services's JIRE Position: Q2 2026 in Review

Quantum Financial Planning Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 95% in Q2 2026, buying an estimated $910K and bringing the position to 23,281 shares worth $1.92M. The position accounts for 0.6% of the portfolio, ranked #12.

Quantum Financial Planning Services first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Quantum Financial Planning Services held 23,281 shares of JPMorgan International Research Enhanced Equity ETF worth $1.92M as of Q2 2026.
  • Quantum Financial Planning Services bought 11,342 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $910K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.6% of Quantum Financial Planning Services's portfolio in Q2 2026, its #12 holding.
  • Quantum Financial Planning Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.