Sagespring Wealth Partners’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sagespring Wealth 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	$99.5M	Buy	1,206,292 +96,754	+9%	+$7.76M	1.53%	17
2026 Q1	$84M	Sell	1,109,538 -523,283	-32%	-$40.9M	1.53%	16
2025 Q4	$104M	Buy	1,632,821 +151,411	+10%	+$11.3M	1.89%	15
2025 Q3	$90.8M	Buy	1,481,410 +315,441	+27%	+$22.6M	1.78%	14
2025 Q2	$82.5M	Buy	1,165,969 +79,690	+7%	+$5.31M	1.78%	14
2025 Q1	$69.2M	Buy	+1,086,279	New	+$68.1M	1.75%	14

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

Sagespring Wealth Partners's JIRE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 8.7% in Q2 2026, buying an estimated $7.76M and bringing the position to 1,206,292 shares worth $99.5M. The position accounts for 1.53% of the portfolio, ranked #17.

Sagespring Wealth Partners first reported a position in JIRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $104M in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Sagespring Wealth Partners held 1,206,292 shares of JPMorgan International Research Enhanced Equity ETF worth $99.5M as of Q2 2026.
Sagespring Wealth Partners bought 96,754 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $7.76M.
JPMorgan International Research Enhanced Equity ETF made up 1.53% of Sagespring Wealth Partners's portfolio in Q2 2026, its #17 holding.
Sagespring Wealth Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's JPMorgan International Research Enhanced Equity ETF position peaked at $104M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.