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Newbridge Financial Services Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Newbridge Financial Services Group’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
-456
Closed -$29.1K – 1343
2025
Q1 		$29.1K Buy
+456
New +$28.6K 0.01% 479

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

Newbridge Financial Services Group's JIRE Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q2 2025, closing a stake of 456 shares — an estimated $29.1K sold.

Newbridge Financial Services Group first reported a position in JIRE in Q1 2025 and held it in 1 quarter. The position peaked at $29.1K in Q1 2025. 230 funds tracked by Wall St. Rank hold JIRE as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 456 JPMorgan International Research Enhanced Equity ETF shares in Q2 2025, an estimated $29.1K.
  • Newbridge Financial Services Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's JPMorgan International Research Enhanced Equity ETF position peaked at $29.1K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.