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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richardson Financial Services's JIRE Position: Q1 2026 in Review

Richardson Financial Services reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 32% in Q1 2026, selling an estimated $5.55K and leaving 150 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #468.

Richardson Financial Services first reported a position in JIRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.6K in Q2 2025. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Richardson Financial Services held 150 shares of JPMorgan International Research Enhanced Equity ETF worth $11.4K as of Q1 2026.
  • Richardson Financial Services sold 71 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $5.55K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #468 holding.
  • Richardson Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's JPMorgan International Research Enhanced Equity ETF position peaked at $35.6K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.