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 Q3	$14.5K	Buy	176 +31	+21%	+$2.59K	0.01%	441
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%	+$7.34K	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 $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Richardson Financial Services's JIRE Position: Q3 2026 in Review

Richardson Financial Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 21% in Q3 2026, buying an estimated $2.59K and bringing the position to 176 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #441.

Richardson Financial Services first reported a position in JIRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.6K in Q2 2025. 284 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Richardson Financial Services held 176 shares of JPMorgan International Research Enhanced Equity ETF worth $14.5K as of Q3 2026.
Richardson Financial Services bought 31 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $2.59K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of Richardson Financial Services's portfolio in Q3 2026, its #441 holding.
Richardson Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's JPMorgan International Research Enhanced Equity ETF position peaked at $35.6K in Q2 2025.
284 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.