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WoodTrust Financial’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

WoodTrust Financial’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
-3,815
Closed -$223K – 171
2024
Q4 		$223K Hold
3,815
– – 0.03% 166
2024
Q3 		$252K Buy
+3,815
New +$244K 0.04% 164

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WoodTrust Financial's JIRE Position: Q1 2025 in Review

WoodTrust Financial sold out of JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2025, closing a stake of 3,815 shares — an estimated $223K sold.

WoodTrust Financial first reported a position in JIRE in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 192 funds tracked by Wall St. Rank hold JIRE as of Q1 2025.

  • WoodTrust Financial reported no remaining JPMorgan International Research Enhanced Equity ETF position as of Q1 2025 after selling out during the quarter.
  • WoodTrust Financial sold 3,815 JPMorgan International Research Enhanced Equity ETF shares in Q1 2025, an estimated $223K.
  • WoodTrust Financial first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2024 and held it in 2 quarters.
  • WoodTrust Financial's JPMorgan International Research Enhanced Equity ETF position peaked at $252K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.