Whipplewood Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Whipplewood 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	$268K	Sell	3,244 -21	-0.6%	-$1.69K	0.18%	93
2026 Q1	$247K	Sell	3,265 -33	-1%	-$2.58K	0.13%	121
2025 Q4	$247K	Sell	3,298 -39	-1%	-$2.91K	0.16%	111
2025 Q3	$245K	Sell	3,337 -8	-0.2%	-$574	0.16%	112
2025 Q2	$237K	Buy	3,345 +3,299	+7,172%	+$220K	0.13%	150
2025 Q1	$219K	Sell	46 -3,191	-99%	-$200K	0.13%	146
2024 Q4	$189K	Buy	+3,237	New	+$202K	0.11%	164

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

Whipplewood Advisors's JIRE Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.64% in Q2 2026, selling an estimated $1.69K and leaving 3,244 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #93.

Whipplewood Advisors 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.

Whipplewood Advisors held 3,244 shares of JPMorgan International Research Enhanced Equity ETF worth $268K as of Q2 2026.
Whipplewood Advisors sold 21 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $1.69K.
JPMorgan International Research Enhanced Equity ETF made up 0.18% of Whipplewood Advisors's portfolio in Q2 2026, its #93 holding.
Whipplewood Advisors 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 Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.