Western Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Western Wealth 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	$3.08M	Buy	37,389 +4,358	+13%	+$350K	0.1%	212
2026 Q1	$2.5M	Sell	33,031 -1,171	-3%	-$91.5K	0.1%	237
2025 Q4	$2.56M	Buy	34,202 +383	+1%	+$28.6K	0.12%	178
2025 Q3	$2.49M	Buy	33,819 +1,859	+6%	+$133K	0.13%	154
2025 Q2	$2.26M	Buy	31,960 +1,356	+4%	+$90.4K	0.13%	150
2025 Q1	$1.95M	Buy	30,604 +25,430	+491%	+$1.59M	0.13%	159
2024 Q4	$303K	Buy	+5,174	New	+$323K	0.02%	608

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

Western Wealth Management's JIRE Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 13% in Q2 2026, buying an estimated $350K and bringing the position to 37,389 shares worth $3.08M. The position accounts for 0.1% of the portfolio, ranked #212.

Western Wealth Management first reported a position in JIRE in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

Western Wealth Management held 37,389 shares of JPMorgan International Research Enhanced Equity ETF worth $3.08M as of Q2 2026.
Western Wealth Management bought 4,358 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $350K.
JPMorgan International Research Enhanced Equity ETF made up 0.1% of Western Wealth Management's portfolio in Q2 2026, its #212 holding.
Western Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.