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Shira Ridge Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Shira Ridge Wealth Management’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 		$325K Sell
3,938
-575
-13% -$46.1K 0.11% 63
2026
Q1 		$342K Buy
4,513
+47
+1% +$3.67K 0.14% 61
2025
Q4 		$334K Buy
4,466
+137
+3% +$10.2K 0.13% 61
2025
Q3 		$318K Buy
4,329
+67
+2% +$4.81K 0.14% 65
2025
Q2 		$302K Buy
4,262
+575
+16% +$38.3K 0.14% 64
2025
Q1 		$235K Sell
3,687
-249
-6% -$15.6K 0.12% 68
2024
Q4 		$230K Buy
3,936
+166
+4% +$10.4K 0.11% 71
2024
Q3 		$249K Sell
3,770
-1,113
-23% -$71.3K 0.13% 68
2024
Q2 		$306K Buy
4,883
+681
+16% +$42.6K 0.17% 64
2024
Q1 		$263K Buy
4,202
+154
+4% +$9.21K 0.15% 65
2023
Q4 		$237K Sell
4,048
-497
-11% -$27.7K 0.14% 66
2023
Q3 		$247K Sell
4,545
-2,048
-31% -$116K 0.16% 61
2023
Q2 		$377K Sell
6,593
-1,259
-16% -$71K 0.24% 52
2023
Q1 		$432K Sell
7,852
-205
-3% -$11K 0.29% 51
2022
Q4 		$403K Buy
+8,057
New +$393K 0.28% 50

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

Shira Ridge Wealth Management's JIRE Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 13% in Q2 2026, selling an estimated $46.1K and leaving 3,938 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #63.

Shira Ridge Wealth Management first reported a position in JIRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $432K in Q1 2023. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Shira Ridge Wealth Management held 3,938 shares of JPMorgan International Research Enhanced Equity ETF worth $325K as of Q2 2026.
  • Shira Ridge Wealth Management sold 575 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $46.1K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.11% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Shira Ridge Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $432K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.