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Silver Oak Securities’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Silver Oak Securities’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 		$3.32M Sell
40,218
-6,973
-15% -$559K 0.2% 112
2026
Q1 		$3.57M Sell
47,191
-314
-0.7% -$24.5K 0.26% 82
2025
Q4 		$3.58M Buy
47,505
+1,237
+3% +$92.3K 0.24% 89
2025
Q3 		$3.4M Buy
46,268
+3,555
+8% +$255K 0.25% 86
2025
Q2 		$3.02M Buy
42,713
+1,377
+3% +$91.8K 0.25% 86
2025
Q1 		$2.66M Buy
41,336
+3,892
+10% +$244K 0.24% 89
2024
Q4 		$2.19M Buy
37,444
+150
+0.4% +$9.37K 0.2% 112
2024
Q3 		$2.47M Buy
37,294
+9,394
+34% +$602K 0.26% 86
2024
Q2 		$1.75M Buy
27,900
+1,534
+6% +$95.9K 0.26% 86
2024
Q1 		$1.65M Buy
26,366
+4,285
+19% +$256K 0.25% 92
2023
Q4 		$1.29M Buy
22,081
+9,511
+76% +$530K 0.17% 138
2023
Q3 		$683K Buy
12,570
+6,971
+125% +$394K 0.15% 133
2023
Q2 		$320K Buy
5,599
+1,505
+37% +$84.8K 0.05% 317
2023
Q1 		$225K Buy
+4,094
New +$220K 0.04% 346
2022
Q4 		– Sell
-12,570
Closed -$683K – 390
2022
Q3 		$683K Buy
+12,570
New +$610K 0.15% 133

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

Silver Oak Securities's JIRE Position: Q2 2026 in Review

Silver Oak Securities reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 15% in Q2 2026, selling an estimated $559K and leaving 40,218 shares worth $3.32M. The position accounts for 0.2% of the portfolio, ranked #112.

Silver Oak Securities first reported a position in JIRE in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.58M in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Silver Oak Securities held 40,218 shares of JPMorgan International Research Enhanced Equity ETF worth $3.32M as of Q2 2026.
  • Silver Oak Securities sold 6,973 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $559K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.2% of Silver Oak Securities's portfolio in Q2 2026, its #112 holding.
  • Silver Oak Securities first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Silver Oak Securities's JPMorgan International Research Enhanced Equity ETF position peaked at $3.58M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.