Northwest Capital Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Northwest Capital 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
2025 Q4	$695K	Buy	9,288 +961	+12%	+$71.7K	3.01%	6
2025 Q3	$612K	Buy	8,327 +576	+7%	+$41.3K	0.64%	40
2025 Q2	$549K	Sell	7,751 -341	-4%	-$22.7K	0.3%	77
2025 Q1	$516K	Buy	8,092 +4,678	+137%	+$293K	0.21%	79
2024 Q4	$200K	Buy	3,414 +43	+1%	+$2.69K	0.09%	108
2024 Q3	$223K	Buy	3,371 +40	+1%	+$2.56K	0.08%	101
2024 Q2	$209K	Sell	3,331 -421	-11%	-$26.3K	0.08%	100
2024 Q1	$235K	Buy	3,752 +38	+1%	+$2.27K	0.08%	110
2023 Q4	$217K	Sell	3,714 -1	-0%	-$56	0.07%	111
2023 Q3	$202K	Buy	3,715 +494	+15%	+$27.9K	0.08%	108
2023 Q2	$184K	Buy	+3,221	New	+$182K	0.08%	113

Other funds holding JIRE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

Northwest Capital Management's JIRE Position: Q4 2025 in Review

Northwest Capital Management increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 12% in Q4 2025, buying an estimated $71.7K and bringing the position to 9,288 shares worth $695K. The position accounts for 3.01% of the portfolio, ranked #6.

Northwest Capital Management first reported a position in JIRE in Q2 2023 and has held it in 11 quarters since. 312 funds tracked by Wall St. Rank hold JIRE as of Q4 2025.

Northwest Capital Management held 9,288 shares of JPMorgan International Research Enhanced Equity ETF worth $695K as of Q4 2025.
Northwest Capital Management bought 961 JPMorgan International Research Enhanced Equity ETF shares in Q4 2025, an estimated $71.7K.
JPMorgan International Research Enhanced Equity ETF made up 3.01% of Northwest Capital Management's portfolio in Q4 2025, its #6 holding.
Northwest Capital Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2023 and has held it in 11 quarters since.
312 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.