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

Colonial 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
Q2 		– Sell
-34
Closed -$2.17K – 1117
2025
Q1 		$2.17K Buy
+34
New +$2.13K ﹤0.01% 967

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Colonial Trust's JIRE Position: Q2 2025 in Review

Colonial Trust sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2025, closing a stake of 34 shares — an estimated $2.17K sold.

Colonial Trust first reported a position in JIRE in Q1 2025 and held it in 1 quarter. The position peaked at $2.17K in Q1 2025. 230 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

  • Colonial Trust reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust sold 34 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $2.17K.
  • Colonial Trust first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
  • Colonial Trust's JPMorgan International Research Enhanced Equity ETF position peaked at $2.17K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.