Halbert Hargrove Global Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Halbert Hargrove Global 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
2025 Q1	–	Sell	-816	Closed	-$47.7K	–	687
2024 Q4	$47.7K	Buy	+816	New	+$51K	﹤0.01%	153

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's JIRE Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 816 shares — an estimated $47.7K sold.

Halbert Hargrove Global Advisors first reported a position in JIRE in Q4 2024 and held it in 1 quarter. The position peaked at $47.7K in Q4 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

Halbert Hargrove Global Advisors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 816 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $47.7K.
Halbert Hargrove Global Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2024 and held it in 1 quarter.
Halbert Hargrove Global Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $47.7K in Q4 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.