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Sax Wealth Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sax Wealth Advisors’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 		$26.6M Buy
351,683
+28,273
+9% +$2.27M 1.08% 17
2026
Q1 		$24.2M Sell
323,410
-2,772
-0.8% -$217K 1.17% 16
2025
Q4 		$24.4M Buy
326,182
+35,199
+12% +$2.63M 1.15% 17
2025
Q3 		$21.4M Buy
290,983
+76,938
+36% +$5.52M 1.15% 17
2025
Q2 		$15.1M Buy
214,045
+59,154
+38% +$3.94M 0.91% 23
2025
Q1 		$9.87M Buy
154,891
+56,304
+57% +$3.53M 0.71% 26
2024
Q4 		$5.77M Buy
+98,587
New +$6.16M 0.45% 36

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

Sax Wealth Advisors's JIRE Position: Q2 2026 in Review

Sax Wealth Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 8.7% in Q2 2026, buying an estimated $2.27M and bringing the position to 351,683 shares worth $26.6M. The position accounts for 1.08% of the portfolio, ranked #17.

Sax Wealth Advisors first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Sax Wealth Advisors held 351,683 shares of JPMorgan International Research Enhanced Equity ETF worth $26.6M as of Q2 2026.
  • Sax Wealth Advisors bought 28,273 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $2.27M.
  • JPMorgan International Research Enhanced Equity ETF made up 1.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Sax Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.