U.S. Capital Wealth Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$4.71M	Buy	62,194 +4,906	+9%	+$383K	0.12%	203
2025 Q4	$4.29M	Buy	57,288 +13,536	+31%	+$1.01M	0.11%	204
2025 Q3	$3.22M	Sell	43,752 -17,383	-28%	-$1.25M	0.09%	231
2025 Q2	$4.33M	Buy	61,135 +6,649	+12%	+$443K	0.13%	179
2025 Q1	$3.47M	Sell	54,486 -17,320	-24%	-$1.09M	0.11%	200
2024 Q4	$4.2M	Buy	71,806 +10,878	+18%	+$679K	0.13%	176
2024 Q3	$4.02M	Buy	60,928 +11,978	+24%	+$767K	0.14%	151
2024 Q2	$3.06M	Buy	48,950 +9,929	+25%	+$621K	0.12%	169
2024 Q1	$2.44M	Buy	39,021 +26,711	+217%	+$1.6M	0.09%	202
2023 Q4	$719K	Buy	12,310 +8,161	+197%	+$455K	0.03%	388
2023 Q3	$226K	Buy	+4,149	New	+$235K	0.01%	574

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's JIRE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 8.6% in Q1 2026, buying an estimated $383K and bringing the position to 62,194 shares worth $4.71M. The position accounts for 0.12% of the portfolio, ranked #203.

U.S. Capital Wealth Advisors first reported a position in JIRE in Q3 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

U.S. Capital Wealth Advisors held 62,194 shares of JPMorgan International Research Enhanced Equity ETF worth $4.71M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,906 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $383K.
JPMorgan International Research Enhanced Equity ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #203 holding.
U.S. Capital Wealth Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and has held it in 11 quarters since.
342 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.