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

Unique Wealth’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 Q3	$16M	Buy	194,929 +6,298	+3%	+$527K	1.83%	13
2026 Q2	$15.6M	Buy	188,631 +45,749	+32%	+$3.67M	1.81%	15
2026 Q1	$10.8M	Buy	142,882 +47,062	+49%	+$3.68M	1.5%	18
2025 Q4	$7.17M	Buy	95,820 +9,496	+11%	+$709K	1%	23
2025 Q3	$6.35M	Buy	86,324 +14,768	+21%	+$1.06M	0.93%	26
2025 Q2	$5.06M	Sell	71,556 -397	-0.6%	-$26.5K	0.82%	32
2025 Q1	$4.58M	Buy	+71,953	New	+$4.51M	0.87%	30

Other funds holding JIRE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

New England Professional Planning Group Westerly, Rhode Island $263M AUM 13.79% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Unique Wealth's JIRE Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.3% in Q3 2026, buying an estimated $527K and bringing the position to 194,929 shares worth $16M. The position accounts for 1.83% of the portfolio, ranked #13.

Unique Wealth first reported a position in JIRE in Q1 2025 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

Unique Wealth held 194,929 shares of JPMorgan International Research Enhanced Equity ETF worth $16M as of Q3 2026.
Unique Wealth bought 6,298 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $527K.
JPMorgan International Research Enhanced Equity ETF made up 1.83% of Unique Wealth's portfolio in Q3 2026, its #13 holding.
Unique Wealth first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.