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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
Q1 		$11.1M Sell
146,817
-125,688
-46% -$9.82M 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

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smithbridge Asset Management's JIRE Position: Q1 2026 in Review

Smithbridge Asset Management reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 46% in Q1 2026, selling an estimated $9.82M and leaving 146,817 shares worth $11.1M. The position accounts for 1.65% of the portfolio, ranked #18.

Smithbridge Asset Management first reported a position in JIRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.4M in Q4 2025. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Smithbridge Asset Management held 146,817 shares of JPMorgan International Research Enhanced Equity ETF worth $11.1M as of Q1 2026.
  • Smithbridge Asset Management sold 125,688 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $9.82M.
  • JPMorgan International Research Enhanced Equity ETF made up 1.65% of Smithbridge Asset Management's portfolio in Q1 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 5 quarters since.
  • Smithbridge Asset Management's JPMorgan International Research Enhanced Equity ETF position peaked at $20.4M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.