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

SIMA 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 		$10.5M Sell
127,757
-2,302
-2% -$185K 7.47% 4
2026
Q1 		$9.85M Buy
130,059
+596
+0.5% +$46.6K 7.5% 4
2025
Q4 		$9.69M Buy
129,463
+1,864
+1% +$139K 7.37% 4
2025
Q3 		$9.38M Buy
127,599
+3,415
+3% +$245K 7.18% 3
2025
Q2 		$8.79M Sell
124,184
-721
-0.6% -$48.1K 7.1% 4
2025
Q1 		$7.96M Buy
124,905
+9,462
+8% +$593K 6.61% 5
2024
Q4 		$6.75M Sell
115,443
-3,813
-3% -$238K 5.74% 7
2024
Q3 		$7.87M Buy
119,256
+9,019
+8% +$578K 6.84% 3
2024
Q2 		$6.9M Buy
+110,237
New +$6.89M 6.58% 3

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

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

SIMA Wealth Partners reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.8% in Q2 2026, selling an estimated $185K and leaving 127,757 shares worth $10.5M. The position accounts for 7.47% of the portfolio, ranked #4.

SIMA Wealth Partners first reported a position in JIRE in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • SIMA Wealth Partners held 127,757 shares of JPMorgan International Research Enhanced Equity ETF worth $10.5M as of Q2 2026.
  • SIMA Wealth Partners sold 2,302 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $185K.
  • JPMorgan International Research Enhanced Equity ETF made up 7.47% of SIMA Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • SIMA Wealth Partners first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.