Steward Partners Investment Advisory’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Steward Partners Investment Advisory’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	$1.02M	Buy	12,386 +310	+3%	+$24.9K	0.01%	1281
2026 Q1	$915K	Buy	12,076 +769	+7%	+$60.1K	﹤0.01%	1208
2025 Q4	$847K	Buy	11,307 +189	+2%	+$14.1K	﹤0.01%	1152
2025 Q3	$818K	Buy	11,118 +3,285	+42%	+$236K	﹤0.01%	1144
2025 Q2	$554K	Buy	7,833 +6,033	+335%	+$402K	﹤0.01%	1249
2025 Q1	$115K	Buy	1,800 +1,506	+512%	+$94.3K	﹤0.01%	1937
2024 Q4	$17.2K	Hold	294	–	–	﹤0.01%	2869
2024 Q3	$19.4K	Hold	294	–	–	﹤0.01%	2670
2024 Q2	$18.4K	Hold	294	–	–	﹤0.01%	2569
2024 Q1	$18.4K	Hold	294	–	–	﹤0.01%	2552
2023 Q4	$17.2K	Hold	294	–	–	﹤0.01%	2471
2023 Q3	$16K	Hold	294	–	–	﹤0.01%	2416
2023 Q2	$16.8K	Hold	294	–	–	﹤0.01%	2370
2023 Q1	$16.2K	Hold	294	–	–	﹤0.01%	2341
2022 Q4	$14.7K	Hold	294	–	–	﹤0.01%	2391
2022 Q3	$13K	Hold	294	–	–	﹤0.01%	2420
2022 Q2	$14K	Buy	+294	New	+$14.3K	﹤0.01%	2383

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

Steward Partners Investment Advisory's JIRE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 12,386 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1281.

Steward Partners Investment Advisory first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Steward Partners Investment Advisory held 12,386 shares of JPMorgan International Research Enhanced Equity ETF worth $1.02M as of Q2 2026.
Steward Partners Investment Advisory bought 310 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $24.9K.
JPMorgan International Research Enhanced Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1281 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.