Ruggaard & Associates’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Ruggaard & Associates’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	$1.37M	Buy	16,630 +2,018	+14%	+$162K	0.49%	35
2026 Q1	$1.11M	Buy	14,612 +460	+3%	+$35.9K	0.44%	34
2025 Q4	$1.06M	Buy	14,152 +348	+3%	+$26K	0.42%	33
2025 Q3	$1.02M	Buy	+13,804	New	+$990K	0.38%	36

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

Ruggaard & Associates's JIRE Position: Q2 2026 in Review

Ruggaard & Associates increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 14% in Q2 2026, buying an estimated $162K and bringing the position to 16,630 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #35.

Ruggaard & Associates first reported a position in JIRE in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Ruggaard & Associates held 16,630 shares of JPMorgan International Research Enhanced Equity ETF worth $1.37M as of Q2 2026.
Ruggaard & Associates bought 2,018 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $162K.
JPMorgan International Research Enhanced Equity ETF made up 0.49% of Ruggaard & Associates's portfolio in Q2 2026, its #35 holding.
Ruggaard & Associates first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.