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

Lionsbridge 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 Q1	–	Sell	-14,673	Closed	-$1.1M	–	62
2025 Q4	$1.1M	Sell	14,673 -30	-0.2%	-$2.24K	1.11%	35
2025 Q3	$1.08M	Buy	14,703 +241	+2%	+$17.3K	1.07%	39
2025 Q2	$1.02M	Buy	+14,462	New	+$964K	1.02%	39

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lionsbridge Wealth Management's JIRE Position: Q1 2026 in Review

Lionsbridge Wealth Management sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2026, closing a stake of 14,673 shares — an estimated $1.1M sold.

Lionsbridge Wealth Management first reported a position in JIRE in Q2 2025 and held it in 3 quarters. The position peaked at $1.1M in Q4 2025. 342 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

Lionsbridge Wealth Management reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
Lionsbridge Wealth Management sold 14,673 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $1.1M.
Lionsbridge Wealth Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2025 and held it in 3 quarters.
Lionsbridge Wealth Management's JPMorgan International Research Enhanced Equity ETF position peaked at $1.1M in Q4 2025.
342 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.