Wagner Wealth Management (South Carolina)’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Wagner Wealth Management (South Carolina)’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	$9.42M	Buy	114,165 +1,647	+1%	+$132K	1.74%	16
2026 Q1	$8.52M	Buy	112,518 +3,314	+3%	+$259K	1.72%	15
2025 Q4	$8.18M	Buy	109,204 +3,831	+4%	+$286K	1.74%	14
2025 Q3	$7.75M	Buy	105,373 +1,965	+2%	+$141K	1.8%	14
2025 Q2	$7.32M	Buy	103,408 +3,003	+3%	+$200K	1.67%	17
2025 Q1	$6.4M	Buy	100,405 +5,694	+6%	+$357K	1.59%	16
2024 Q4	$5.54M	Buy	94,711 +7,602	+9%	+$475K	1.43%	19
2024 Q3	$5.75M	Buy	87,109 +4,629	+6%	+$297K	1.55%	17
2024 Q2	$5.16M	Buy	82,480 +2,005	+2%	+$125K	1.54%	17
2024 Q1	$5.04M	Buy	+80,475	New	+$4.81M	1.54%	18

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

Wagner Wealth Management (South Carolina)'s JIRE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.5% in Q2 2026, buying an estimated $132K and bringing the position to 114,165 shares worth $9.42M. The position accounts for 1.74% of the portfolio, ranked #16.

Wagner Wealth Management (South Carolina) first reported a position in JIRE in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 114,165 shares of JPMorgan International Research Enhanced Equity ETF worth $9.42M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1,647 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $132K.
JPMorgan International Research Enhanced Equity ETF made up 1.74% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #16 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.