NWAM LLC’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

NWAM LLC’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	-4,266	Closed	-$250K	–	560
2024 Q4	$250K	Buy	4,266 +19	+0.4%	+$1.19K	0.02%	518
2024 Q3	$280K	Buy	+4,247	New	+$272K	0.02%	509
2024 Q2	–	Sell	-3,842	Closed	-$241K	–	370
2024 Q1	$241K	Buy	+3,842	New	+$230K	0.02%	490

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

NWAM LLC's JIRE Position: Q1 2025 in Review

NWAM LLC sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 4,266 shares — an estimated $250K sold.

NWAM LLC first reported a position in JIRE in Q1 2024 and held it in 3 quarters. The position peaked at $280K in Q3 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

NWAM LLC reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
NWAM LLC sold 4,266 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $250K.
NWAM LLC first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and held it in 3 quarters.
NWAM LLC's JPMorgan International Research Enhanced Equity ETF position peaked at $280K in Q3 2024.
192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.