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 Q3	$115K	Buy	+1,403	New	+$117K	﹤0.01%	669
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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Professional Planning Group Westerly, Rhode Island $263M AUM 13.79% 1-Year Est. Return

Root Financial Partners's JIRE Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2026: 1,403 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JIRE as recently as Q1 2026.

Root Financial Partners first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Root Financial Partners held 1,403 shares of JPMorgan International Research Enhanced Equity ETF worth $115K as of Q3 2026.
JPMorgan International Research Enhanced Equity ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #669 holding.
Root Financial Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.