Sunrise Financial Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Sunrise Financial Services’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	$53.6K	Sell	650 -494	-43%	-$39.6K	0.03%	110
2026 Q1	$86.6K	Buy	+1,144	New	+$89.4K	0.06%	87

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

Sunrise Financial Services's JIRE Position: Q2 2026 in Review

Sunrise Financial Services reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 43% in Q2 2026, selling an estimated $39.6K and leaving 650 shares worth $53.6K. The position accounts for 0.03% of the portfolio, ranked #110.

Sunrise Financial Services first reported a position in JIRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $86.6K in Q1 2026. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Sunrise Financial Services held 650 shares of JPMorgan International Research Enhanced Equity ETF worth $53.6K as of Q2 2026.
Sunrise Financial Services sold 494 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $39.6K.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #110 holding.
Sunrise Financial Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
Sunrise Financial Services's JPMorgan International Research Enhanced Equity ETF position peaked at $86.6K in Q1 2026.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.