National Philanthropic Trust’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

National Philanthropic Trust’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	$29M	Sell	352,131 -58,679	-14%	-$4.71M	0.42%	34
2026 Q1	$31.1M	Buy	410,810 +44,287	+12%	+$3.46M	0.33%	32
2025 Q4	$27.4M	Buy	366,523 +54,816	+18%	+$4.09M	0.27%	34
2025 Q3	$22.9M	Sell	311,707 -13,778	-4%	-$988K	0.26%	35
2025 Q2	$23M	Sell	325,485 -14,565	-4%	-$971K	0.31%	32
2025 Q1	$21.7M	Buy	340,050 +10,358	+3%	+$649K	0.35%	30
2024 Q4	$19.3M	Sell	329,692 -1,772	-0.5%	-$111K	0.28%	33
2024 Q3	$21.9M	Sell	331,464 -10,086	-3%	-$646K	0.4%	31
2024 Q2	$21.4M	Sell	341,550 -22,795	-6%	-$1.42M	0.41%	32
2024 Q1	$22.8M	Sell	364,345 -65,198	-15%	-$3.9M	0.5%	29
2023 Q4	$25.1M	Buy	+429,543	New	+$24M	0.67%	24

Other funds holding JIRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

National Philanthropic Trust's JIRE Position: Q2 2026 in Review

National Philanthropic Trust reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 14% in Q2 2026, selling an estimated $4.71M and leaving 352,131 shares worth $29M. The position accounts for 0.42% of the portfolio, ranked #34.

National Philanthropic Trust first reported a position in JIRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.1M in Q1 2026. 338 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

National Philanthropic Trust held 352,131 shares of JPMorgan International Research Enhanced Equity ETF worth $29M as of Q2 2026.
National Philanthropic Trust sold 58,679 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $4.71M.
JPMorgan International Research Enhanced Equity ETF made up 0.42% of National Philanthropic Trust's portfolio in Q2 2026, its #34 holding.
National Philanthropic Trust first reported a position in JPMorgan International Research Enhanced Equity ETF in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's JPMorgan International Research Enhanced Equity ETF position peaked at $31.1M in Q1 2026.
338 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.