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

Sacks & 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 		$6.05M Buy
72,494
+859
+1% +$68.9K 4.08% 5
2026
Q1 		$5.43M Buy
71,635
+1,162
+2% +$90.8K 4.03% 6
2025
Q4 		$5.28M Buy
+70,473
New +$5.26M 3.88% 6

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

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

Sacks & Associates increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.2% in Q2 2026, buying an estimated $68.9K and bringing the position to 72,494 shares worth $6.05M. The position accounts for 4.08% of the portfolio, ranked #5.

Sacks & Associates first reported a position in JIRE in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Sacks & Associates held 72,494 shares of JPMorgan International Research Enhanced Equity ETF worth $6.05M as of Q2 2026.
  • Sacks & Associates bought 859 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $68.9K.
  • JPMorgan International Research Enhanced Equity ETF made up 4.08% of Sacks & Associates's portfolio in Q2 2026, its #5 holding.
  • Sacks & Associates first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.