WealthPlan Investment Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

WealthPlan Investment Management’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	$36M	Buy	436,465 +72,116	+20%	+$5.79M	1.79%	8
2026 Q1	$27.6M	Buy	364,349 +158,209	+77%	+$12.4M	1.54%	9
2025 Q4	$15.4M	Buy	206,140 +51,385	+33%	+$3.83M	0.98%	23
2025 Q3	$11.4M	Buy	154,755 +121,103	+360%	+$8.69M	0.75%	45
2025 Q2	$2.38M	Buy	+33,652	New	+$2.24M	0.17%	114

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

WealthPlan Investment Management's JIRE Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 20% in Q2 2026, buying an estimated $5.79M and bringing the position to 436,465 shares worth $36M. The position accounts for 1.79% of the portfolio, ranked #8.

WealthPlan Investment Management first reported a position in JIRE in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

WealthPlan Investment Management held 436,465 shares of JPMorgan International Research Enhanced Equity ETF worth $36M as of Q2 2026.
WealthPlan Investment Management bought 72,116 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $5.79M.
JPMorgan International Research Enhanced Equity ETF made up 1.79% of WealthPlan Investment Management's portfolio in Q2 2026, its #8 holding.
WealthPlan Investment Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.