Stonebridge Capital Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Stonebridge Capital Advisors’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
2023 Q4	–	Sell	-668	Closed	-$36.3K	–	527
2023 Q3	$36.3K	Buy	+668	New	+$37.8K	﹤0.01%	402
2023 Q1	–	Sell	-538	Closed	-$26.9K	–	972
2022 Q4	$26.9K	Buy	+538	New	+$26.2K	﹤0.01%	444

Other funds holding JIRE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Stonebridge Capital Advisors's JIRE Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q4 2023, closing a stake of 668 shares — an estimated $36.3K sold.

Stonebridge Capital Advisors first reported a position in JIRE in Q4 2022 and held it in 2 quarters. The position peaked at $36.3K in Q3 2023. 83 funds tracked by Wall St. Rank hold JIRE as of Q4 2023.

Stonebridge Capital Advisors reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 668 JPMorgan International Research Enhanced Equity ETF shares in Q4 2023, an estimated $36.3K.
Stonebridge Capital Advisors first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2022 and held it in 2 quarters.
Stonebridge Capital Advisors's JPMorgan International Research Enhanced Equity ETF position peaked at $36.3K in Q3 2023.
83 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.