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Private Trust Company’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Private Trust Company’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 		$730K Sell
8,845
-312
-3% -$25K 0.06% 356
2026
Q1 		$694K Sell
9,157
-376
-4% -$29.4K 0.06% 351
2025
Q4 		$714K Sell
9,533
-75
-0.8% -$5.6K 0.06% 331
2025
Q3 		$707K Buy
9,608
+3,820
+66% +$274K 0.06% 329
2025
Q2 		$410K Buy
5,788
+1,110
+24% +$74K 0.04% 465
2025
Q1 		$298K Sell
4,678
-656
-12% -$41.1K 0.03% 559
2024
Q4 		$312K Buy
5,334
+57
+1% +$3.56K 0.03% 533
2024
Q3 		$348K Buy
5,277
+308
+6% +$19.7K 0.04% 513
2024
Q2 		$311K Sell
4,969
-136
-3% -$8.5K 0.03% 513
2024
Q1 		$320K Buy
5,105
+245
+5% +$14.6K 0.03% 492
2023
Q4 		$284K Sell
4,860
-73
-1% -$4.07K 0.03% 498
2023
Q3 		$268K Buy
4,933
+402
+9% +$22.7K 0.04% 487
2023
Q2 		$259K Sell
4,531
-1,846
-29% -$104K 0.03% 482
2023
Q1 		$351K Sell
6,377
-889
-12% -$47.8K 0.05% 390
2022
Q4 		$364K Buy
+7,266
New +$354K 0.05% 361
2022
Q3 		– Sell
-7,095
Closed -$343K – 2114
2022
Q2 		$343K Buy
+7,095
New +$344K 0.05% 364

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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

Private Trust Company's JIRE Position: Q2 2026 in Review

Private Trust Company reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.4% in Q2 2026, selling an estimated $25K and leaving 8,845 shares worth $730K. The position accounts for 0.06% of the portfolio, ranked #356.

Private Trust Company first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Private Trust Company held 8,845 shares of JPMorgan International Research Enhanced Equity ETF worth $730K as of Q2 2026.
  • Private Trust Company sold 312 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $25K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.06% of Private Trust Company's portfolio in Q2 2026, its #356 holding.
  • Private Trust Company first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.