VisionPoint Advisory Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

VisionPoint Advisory 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 Q3	$1.49M	Sell	18,105 -1,049	-5%	-$87.7K	0.23%	94
2026 Q2	$1.58M	Sell	19,154 -1,090	-5%	-$87.5K	0.26%	94
2026 Q1	$1.53M	Sell	20,244 -275	-1%	-$21.5K	0.29%	87
2025 Q4	$1.54M	Sell	20,519 -1,364	-6%	-$102K	0.3%	88
2025 Q3	$1.61M	Sell	21,883 -115	-0.5%	-$8.25K	0.32%	85
2025 Q2	$1.56M	Buy	+21,998	New	+$1.47M	0.34%	83

Other funds holding JIRE

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

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

RPSA

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

KFG

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

VisionPoint Advisory Group's JIRE Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.5% in Q3 2026, selling an estimated $87.7K and leaving 18,105 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #94.

VisionPoint Advisory Group first reported a position in JIRE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 72 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

VisionPoint Advisory Group held 18,105 shares of JPMorgan International Research Enhanced Equity ETF worth $1.49M as of Q3 2026.
VisionPoint Advisory Group sold 1,049 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $87.7K.
JPMorgan International Research Enhanced Equity ETF made up 0.23% of VisionPoint Advisory Group's portfolio in Q3 2026, its #94 holding.
VisionPoint Advisory Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's JPMorgan International Research Enhanced Equity ETF position peaked at $1.61M in Q3 2025.
72 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.