Sterling Investment Counsel’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sterling Investment Counsel’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	$309K	Sell	3,740 -23	-0.6%	-$1.84K	0.07%	148
2026 Q1	$285K	Buy	+3,763	New	+$294K	0.08%	151
2025 Q3	–	Sell	-3,898	Closed	-$276K	–	157
2025 Q2	$276K	Buy	3,898 +614	+19%	+$40.9K	0.16%	104
2025 Q1	$209K	Sell	3,284 -247	-7%	-$15.5K	0.07%	169
2024 Q4	$207K	Sell	3,531 -89	-2%	-$5.56K	0.14%	120
2024 Q3	$239K	Sell	3,620 -402	-10%	-$25.8K	0.09%	146
2024 Q2	$252K	Buy	4,022 +542	+16%	+$33.9K	0.1%	136
2024 Q1	$218K	Buy	+3,480	New	+$208K	0.1%	157
2023 Q3	–	Sell	-5,490	Closed	-$314K	–	157
2023 Q2	$314K	Sell	5,490 -1,440	-21%	-$81.2K	0.17%	109
2023 Q1	$382K	Sell	6,930 -146	-2%	-$7.85K	0.23%	87
2022 Q4	$354K	Sell	7,076 -629	-8%	-$30.7K	0.22%	96
2022 Q3	$335K	Buy	7,705 +824	+12%	+$40K	0.24%	84
2022 Q2	$332K	Buy	+6,881	New	+$334K	0.25%	100

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sterling Investment Counsel's JIRE Position: Q2 2026 in Review

Sterling Investment Counsel reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.61% in Q2 2026, selling an estimated $1.84K and leaving 3,740 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #148.

Sterling Investment Counsel first reported a position in JIRE in Q2 2022 and has held it in 13 quarters since. The position peaked at $382K in Q1 2023. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Sterling Investment Counsel held 3,740 shares of JPMorgan International Research Enhanced Equity ETF worth $309K as of Q2 2026.
Sterling Investment Counsel sold 23 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.84K.
JPMorgan International Research Enhanced Equity ETF made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #148 holding.
Sterling Investment Counsel first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 13 quarters since.
Sterling Investment Counsel's JPMorgan International Research Enhanced Equity ETF position peaked at $382K in Q1 2023.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.