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

Valley Wealth Managers’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 		$16.7M Buy
+202,895
New +$17M 0.95% 44

Other funds holding JIRE

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers's JIRE Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q3 2026: 202,895 shares worth $16.7M. The stake represents 0.95% of the portfolio and ranks #44 among its holdings.

18 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • Valley Wealth Managers held 202,895 shares of JPMorgan International Research Enhanced Equity ETF worth $16.7M as of Q3 2026.
  • JPMorgan International Research Enhanced Equity ETF was a new Valley Wealth Managers position in Q3 2026.
  • JPMorgan International Research Enhanced Equity ETF made up 0.95% of Valley Wealth Managers's portfolio in Q3 2026, its #44 holding.
  • 18 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.