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Root Financial Partners’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Root Financial Partners’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 		– Sell
-1,403
Closed -$106K – 1845
2026
Q1 		$106K Buy
1,403
+649
+86% +$50.7K ﹤0.01% 538
2025
Q4 		$56.5K Buy
754
+654
+654% +$48.8K ﹤0.01% 660
2025
Q3 		$7.35K Buy
+100
New +$7.17K ﹤0.01% 1571

Other funds holding JIRE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Root Financial Partners's JIRE Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2026, closing a stake of 1,403 shares — an estimated $106K sold.

Root Financial Partners first reported a position in JIRE in Q3 2025 and held it in 3 quarters. The position peaked at $106K in Q1 2026. 143 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,403 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $106K.
  • Root Financial Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan International Research Enhanced Equity ETF position peaked at $106K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.