JEDI is trading 4.3% up today as industrials and defense-linked names catch a bid following the Trump administration’s sweeping new U.S. import tariffs announced for July 24, 2026.

  • The ETF is benefiting from its heavy concentration in industrials, which account for over half of the fund's total exposure.
  • Domestically oriented industrial and defense plays are showing relative resilience and attracting capital even as the broader global trade sentiment remains pressured by the tariff announcement.