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

Richardson Financial 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	$12K	Sell	145 -5	-3%	-$401	0.01%	458
2026 Q1	$11.4K	Sell	150 -71	-32%	-$5.55K	0.01%	468
2025 Q4	$16.5K	Sell	221 -200	-48%	-$14.9K	0.01%	425
2025 Q3	$31K	Sell	421 -83	-16%	-$5.95K	0.02%	329
2025 Q2	$35.6K	Buy	504 +110	+28%	+$7.33K	0.02%	285
2025 Q1	$25.1K	Sell	394 -21	-5%	-$1.32K	0.02%	309
2024 Q4	$24.3K	Buy	415 +95	+30%	+$5.93K	0.02%	323
2024 Q3	$20K	Hold	320	–	–	0.01%	345
2024 Q2	$20K	Buy	320 +25	+8%	+$1.56K	0.01%	326
2024 Q1	$18.5K	Buy	295 +14	+5%	+$837	0.01%	355
2023 Q4	$16.4K	Buy	+281	New	+$15.7K	0.01%	285

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

Richardson Financial Services's JIRE Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.3% in Q2 2026, selling an estimated $401 and leaving 145 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #458.

Richardson Financial Services first reported a position in JIRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.6K in Q2 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Richardson Financial Services held 145 shares of JPMorgan International Research Enhanced Equity ETF worth $12K as of Q2 2026.
Richardson Financial Services sold 5 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $401.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #458 holding.
Richardson Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's JPMorgan International Research Enhanced Equity ETF position peaked at $35.6K in Q2 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.