Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$6.15M Sell
80,359
-1,283
-2% -$100K 0.01% 799
2025
Q4 		$6.27M Sell
81,642
-3,907
-5% -$292K 0.01% 913
2025
Q3 		$6.37M Sell
85,549
-66,960
-44% -$4.8M 0.01% 836
2025
Q2 		$10.8M Sell
152,509
-5,568
-4% -$371K 0.02% 607
2025
Q1 		$10.1M Buy
158,077
+8,320
+6% +$521K 0.02% 574
2024
Q4 		$8.76M Buy
149,757
+97,014
+184% +$6.06M 0.02% 608
2024
Q3 		$3.48M Buy
52,743
+3,889
+8% +$249K 0.01% 844
2024
Q2 		$3.06M Buy
48,854
+5,805
+13% +$363K 0.01% 839
2024
Q1 		$2.7M Buy
43,049
+8,215
+24% +$491K 0.01% 843
2023
Q4 		$2.04M Buy
34,834
+22,713
+187% +$1.27M 0.01% 889
2023
Q3 		$659K Buy
+12,121
New +$685K ﹤0.01% 1278

Other funds holding JIRE

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Fidelity Investments
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Envestnet Asset Management
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EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return