United Advisor Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

United Advisor Group’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	$244K	Sell	2,956 -567	-16%	-$45.5K	0.03%	476
2026 Q1	$267K	Buy	3,523 +409	+13%	+$31.9K	0.03%	418
2025 Q4	$233K	Sell	3,114 -142	-4%	-$10.6K	0.03%	440
2025 Q3	$239K	Sell	3,256 -432	-12%	-$31K	0.03%	412
2025 Q2	$261K	Sell	3,688 -417	-10%	-$27.8K	0.05%	336
2025 Q1	$262K	Buy	+4,105	New	+$257K	0.05%	296

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

United Advisor Group's JIRE Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 16% in Q2 2026, selling an estimated $45.5K and leaving 2,956 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #476.

United Advisor Group first reported a position in JIRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q1 2026. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

United Advisor Group held 2,956 shares of JPMorgan International Research Enhanced Equity ETF worth $244K as of Q2 2026.
United Advisor Group sold 567 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $45.5K.
JPMorgan International Research Enhanced Equity ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #476 holding.
United Advisor Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 6 quarters since.
United Advisor Group's JPMorgan International Research Enhanced Equity ETF position peaked at $267K in Q1 2026.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.