Valicenti Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Valicenti Advisory 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	$2.38M	Buy	28,878 +1,041	+4%	+$83.5K	0.45%	51
2026 Q1	$2.11M	Sell	27,837 -10,265	-27%	-$802K	0.46%	50
2025 Q4	$2.85M	Buy	38,102 +1,391	+4%	+$104K	0.6%	43
2025 Q3	$2.7M	Buy	36,711 +11,550	+46%	+$828K	0.58%	46
2025 Q2	$1.78M	Sell	25,161 -374	-1%	-$24.9K	0.42%	52
2025 Q1	$1.63M	Sell	25,535 -1,923	-7%	-$120K	0.42%	51
2024 Q4	$1.61M	Buy	27,458 +2,854	+12%	+$178K	0.4%	52
2024 Q3	$1.63M	Buy	24,604 +386	+2%	+$24.7K	0.42%	50
2024 Q2	$1.52M	Buy	+24,218	New	+$1.51M	0.41%	50

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

Valicenti Advisory Services's JIRE Position: Q2 2026 in Review

Valicenti Advisory Services increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.7% in Q2 2026, buying an estimated $83.5K and bringing the position to 28,878 shares worth $2.38M. The position accounts for 0.45% of the portfolio, ranked #51.

Valicenti Advisory Services first reported a position in JIRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.85M in Q4 2025. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Valicenti Advisory Services held 28,878 shares of JPMorgan International Research Enhanced Equity ETF worth $2.38M as of Q2 2026.
Valicenti Advisory Services bought 1,041 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $83.5K.
JPMorgan International Research Enhanced Equity ETF made up 0.45% of Valicenti Advisory Services's portfolio in Q2 2026, its #51 holding.
Valicenti Advisory Services first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2024 and has held it in 9 quarters since.
Valicenti Advisory Services's JPMorgan International Research Enhanced Equity ETF position peaked at $2.85M in Q4 2025.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.