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

Wealth Alliance 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
2025 Q4	–	Sell	-3,732	Closed	-$274K	–	200
2025 Q3	$274K	Sell	3,732 -3,249	-47%	-$233K	0.05%	157
2025 Q2	$494K	Sell	6,981 -75	-1%	-$5K	0.09%	113
2025 Q1	$450K	Sell	7,056 -266,792	-97%	-$16.7M	0.09%	117
2024 Q4	$16M	Buy	273,848 +4,197	+2%	+$262K	3.39%	8
2024 Q3	$17.8M	Buy	269,651 +4,181	+2%	+$268K	3.74%	6
2024 Q2	$16.6M	Buy	265,470 +4,034	+2%	+$252K	3.74%	7
2024 Q1	$16.4M	Buy	261,436 +10,075	+4%	+$602K	3.8%	6
2023 Q4	$14.7M	Buy	251,361 +9,226	+4%	+$515K	3.84%	6
2023 Q3	$13.2M	Buy	+242,135	New	+$13.7M	3.9%	6

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Alliance Advisory Group's JIRE Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2025, closing a stake of 3,732 shares — an estimated $274K sold.

Wealth Alliance Advisory Group first reported a position in JIRE in Q3 2023 and held it in 9 quarters. The position peaked at $17.8M in Q3 2024. 312 funds tracked by Wall St. Rank hold JIRE as of Q4 2025.

Wealth Alliance Advisory Group reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,732 JPMorgan International Research Enhanced Equity ETF shares in Q4 2025, an estimated $274K.
Wealth Alliance Advisory Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2023 and held it in 9 quarters.
Wealth Alliance Advisory Group's JPMorgan International Research Enhanced Equity ETF position peaked at $17.8M in Q3 2024.
312 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.