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Caldwell Trust’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Caldwell Trust’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
-26
Closed -$1.91K – 773
2025
Q3 		$1.91K Buy
+26
New +$1.86K ﹤0.01% 721

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Caldwell Trust's JIRE Position: Q4 2025 in Review

Caldwell Trust sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2025, closing a stake of 26 shares — an estimated $1.91K sold.

Caldwell Trust first reported a position in JIRE in Q3 2025 and held it in 1 quarter. The position peaked at $1.91K in Q3 2025. 312 funds tracked by Wall St. Rank hold JIRE as of Q4 2025.

  • Caldwell Trust reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 26 JPMorgan International Research Enhanced Equity ETF shares in Q4 2025, an estimated $1.91K.
  • Caldwell Trust first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and held it in 1 quarter.
  • Caldwell Trust's JPMorgan International Research Enhanced Equity ETF position peaked at $1.91K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.