Smithbridge Asset Management
JIRE icon

Smithbridge Asset Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Smithbridge Asset 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
Q3 		$12.6M Sell
153,381
-2,773
-2% -$232K 1.7% 18
2026
Q2 		$12.9M Buy
156,154
+9,337
+6% +$749K 1.75% 18
2026
Q1 		$11.1M Sell
146,817
-125,688
-46% -$9.8M 1.65% 18
2025
Q4 		$20.4M Buy
272,505
+146,149
+116% +$10.9M 1.74% 19
2025
Q3 		$9.29M Buy
126,356
+7,466
+6% +$535K 1.35% 29
2025
Q2 		$8.41M Buy
118,890
+3,957
+3% +$264K 1.47% 24
2025
Q1 		$7.32M Buy
+114,933
New +$7.2M 1.36% 26

Other funds holding JIRE

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Smithbridge Asset Management's JIRE Position: Q3 2026 in Review

Smithbridge Asset Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 1.8% in Q3 2026, selling an estimated $232K and leaving 153,381 shares worth $12.6M. The position accounts for 1.7% of the portfolio, ranked #18.

Smithbridge Asset Management first reported a position in JIRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.4M in Q4 2025. 103 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • Smithbridge Asset Management held 153,381 shares of JPMorgan International Research Enhanced Equity ETF worth $12.6M as of Q3 2026.
  • Smithbridge Asset Management sold 2,773 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $232K.
  • JPMorgan International Research Enhanced Equity ETF made up 1.7% of Smithbridge Asset Management's portfolio in Q3 2026, its #18 holding.
  • Smithbridge Asset Management first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • Smithbridge Asset Management's JPMorgan International Research Enhanced Equity ETF position peaked at $20.4M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.