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First National Bank of Mount Dora’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

First National Bank of Mount Dora’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
Q2 		$9.57M Buy
116,071
+5,366
+5% +$431K 1.92% 18
2026
Q1 		$8.38M Buy
+110,705
New +$8.65M 1.81% 22

Other funds holding JIRE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

First National Bank of Mount Dora's JIRE Position: Q2 2026 in Review

First National Bank of Mount Dora increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 4.8% in Q2 2026, buying an estimated $431K and bringing the position to 116,071 shares worth $9.57M. The position accounts for 1.92% of the portfolio, ranked #18.

First National Bank of Mount Dora first reported a position in JIRE in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • First National Bank of Mount Dora held 116,071 shares of JPMorgan International Research Enhanced Equity ETF worth $9.57M as of Q2 2026.
  • First National Bank of Mount Dora bought 5,366 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $431K.
  • JPMorgan International Research Enhanced Equity ETF made up 1.92% of First National Bank of Mount Dora's portfolio in Q2 2026, its #18 holding.
  • First National Bank of Mount Dora first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.