Walkner Condon Financial Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Walkner Condon Financial Advisors’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	$453K	Buy	5,495 +100	+2%	+$8.02K	0.05%	202
2026 Q1	$409K	Sell	5,395 -610	-10%	-$47.6K	0.05%	201
2025 Q4	$450K	Buy	6,005 +145	+2%	+$10.8K	0.06%	192
2025 Q3	$431K	Sell	5,860 -725	-11%	-$52K	0.07%	192
2025 Q2	$466K	Sell	6,585 -915	-12%	-$61K	0.09%	171
2025 Q1	$478K	Sell	7,500 -1,780	-19%	-$112K	0.1%	160
2024 Q4	$543K	Buy	9,280 +4,105	+79%	+$256K	0.11%	149
2024 Q3	$342K	Buy	+5,175	New	+$332K	0.07%	199

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

Walkner Condon Financial Advisors's JIRE Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.9% in Q2 2026, buying an estimated $8.02K and bringing the position to 5,495 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #202.

Walkner Condon Financial Advisors first reported a position in JIRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $543K in Q4 2024. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Walkner Condon Financial Advisors held 5,495 shares of JPMorgan International Research Enhanced Equity ETF worth $453K as of Q2 2026.
Walkner Condon Financial Advisors bought 100 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $8.02K.
JPMorgan International Research Enhanced Equity ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #202 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and has held it in 8 quarters since.
Walkner Condon Financial Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $543K in Q4 2024.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.