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

SHP 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
Q1 		$1.62K Hold
21
– – ﹤0.01% 1340
2025
Q4 		$1.6K Buy
+21
New +$1.57K ﹤0.01% 1174

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.9T AUM 41.92% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's JIRE Position: Q1 2026 in Review

SHP Wealth Management held its JPMorgan International Research Enhanced Equity ETF (JIRE) position steady in Q1 2026 at 21 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

SHP Wealth Management first reported a position in JIRE in Q4 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • SHP Wealth Management held 21 shares of JPMorgan International Research Enhanced Equity ETF worth $1.62K as of Q1 2026.
  • SHP Wealth Management left its JPMorgan International Research Enhanced Equity ETF share count unchanged in Q1 2026.
  • JPMorgan International Research Enhanced Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1340 holding.
  • SHP Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.