JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q2 2026 (June 30)351holders +8
32new positions
19sold out
2famous investors
$82.32avg. 13F price*
At the end of Q2 2026, 351 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 8 from Q1 2026. 32 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($4.7B), LPL Financial LLC ($550.0M) and FMR LLC ($307.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- JPMorgan Int Res Enh Eqty
- CUSIP
- 46641Q134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $91.3M |
| Exits | 19 | $121.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,515,539 shares bought and 3,302,794 shares sold, net +3,212,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| JPMorgan Chase & Co. | 0.27% | Reduce -0.5% | 56,628,680 | $4.7B |
| LPL Financial LLC | 0.12% | Add +3.5% | 6,667,205 | $550.0M |
| FMR LLC | 0.01% | Add +5.6% | 3,725,312 | $307.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.5% | 3,208,978 | $264.7M |
| Eastern Bank | 2.90% | Add +12.8% | 2,293,479 | $189.2M |
| MML Investors Services, LLC | 0.34% | Add +15.7% | 2,000,314 | $165.0M |
| Commonwealth Equity Services, LLC | 0.20% | Add +5.8% | 1,889,756 | $155.9M |
| Raymond James Financial Inc. | 0.04% | Add +14.5% | 1,848,441 | $152.5M |
| Factory Mutual Insurance Co. | 1.30% | No change | 1,671,130 | $137.9M |
| Dynasty Wealth Management, LLC | 0.98% | Add +10.3% | 1,606,508 | $132.5M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.1% | 1,574,842 | $129.9M |
| Lido Advisors, LLC | 0.46% | Add +2237.4% | 1,545,466 | $127.5M |
| Assetmark, Inc. | 0.20% | Reduce -5.9% | 1,394,660 | $115.0M |
| Cetera Investment Advisers | 0.10% | Add +3.2% | 1,323,787 | $109.2M |
| Bogart Wealth, LLC | 3.53% | Add +2.4% | 1,248,235 | $103.0M |
| Vestmark Advisory Solutions, Inc. | 0.94% | Reduce -0.0% | 1,215,609 | $100.3M |
| Sagespring Wealth Partners, LLC | 1.53% | Add +8.7% | 1,206,292 | $99.5M |
| Invesco Ltd. | 0.01% | No change | 918,000 | $75.7M |
| Conservest Capital Advisors, Inc. | 6.01% | Reduce -0.1% | 915,678 | $75.5M |
| Hughes Financial Services, LLC | 9.92% | Add +6.2% | 907,369 | $74.8M |
| Osaic Holdings, Inc. | 0.08% | Add +24.3% | 860,002 | $70.9M |
| Great Valley Advisor Group, Inc. | 1.10% | Add +3.7% | 842,940 | $69.5M |
| Richard P Slaughter Associates Inc | 12.96% | Add +2.4% | 791,687 | $65.3M |
| New England Professional Planning Group Inc. | 23.46% | Reduce -2.0% | 761,909 | $62.8M |
| Private Advisor Group, LLC | 0.28% | Reduce -21.2% | 748,700 | $61.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.81% | Add +4.4% | 745,277 | $61.5M |
| Jones Financial Companies LLLP | 0.02% | Add +17.2% | 725,716 | $58.9M |
| Pure Financial Advisors, LLC | 0.68% | Reduce -1.4% | 644,750 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Add +5.5% | 603,856 | $49.7M |
| Daymark Wealth Partners, LLC | 1.19% | Add +20.8% | 592,253 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.5% | 522,486 | $43.1M |
| First Financial Bank - Trust Division | 2.98% | Add +1.3% | 506,500 | $41.8M |
| Cutler Investment Counsel LLC | 3.73% | Add +2.8% | 480,390 | $39.6M |
| Level Four Advisory Services, LLC | 1.09% | Add +1.3% | 467,614 | $38.6M |
| Modern Wealth Management, LLC | 0.46% | Reduce -1.1% | 463,659 | $38.2M |
| Kelly Financial Group LLC | 8.41% | Reduce -7.5% | 459,051 | $37.9M |
| WealthPlan Investment Management, LLC | 1.79% | Add +19.8% | 436,465 | $36.0M |
| Old Mission Capital LLC | 0.90% | New | 426,403 | $35.2M |
| Pallas Capital Advisors LLC | 1.07% | Add +7.1% | 421,018 | $34.7M |
| HighPoint Advisor Group LLC | 1.18% | Reduce -26.8% | 406,840 | $33.6M |
| Francis Financial, Inc. | 5.36% | Add +1.4% | 396,161 | $32.7M |
| EdgeRock Capital LLC | 7.08% | Add +4.5% | 378,709 | $31.2M |
| Madison Asset Management, LLC | 0.37% | Add +10.7% | 371,195 | $30.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.65% | Add +18.5% | 365,229 | $30.1M |
| National Philanthropic Trust | 0.42% | Reduce -14.3% | 352,131 | $29.0M |
| Kendall Capital Management | 4.81% | Add +4.5% | 349,767 | $28.9M |
| Royal Bank of Canada | 0.00% | Add +17.3% | 348,086 | $28.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.0% | 333,887 | $27.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +7.9% | 327,267 | $27.0M |
| Sax Wealth Advisors, LLC | 1.08% | Add +8.7% | 351,683 | $26.6M |
| Elk River Wealth Management LLC | 4.24% | Reduce -13.3% | 322,334 | $26.6M |
| Southern Farm Bureau Life Insurance | 2.54% | No change | 322,180 | $26.6M |
| Bluespring Wealth Management, LLC | 0.49% | New | 309,337 | $25.5M |
| Choice Wealth Advisors LLC | 8.85% | Add +0.9% | 305,647 | $25.2M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -11.2% | 295,486 | $24.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.3% | 294,898 | $24.3M |
| Tradition Wealth Management, LLC | 1.47% | Add +4.9% | 290,502 | $24.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 287,036 | $23.7M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 277,196 | $22.9M |
| Badgley Phelps Wealth Managers, LLC | 0.38% | Add +1.9% | 261,833 | $21.6M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.8% | 255,786 | $21.1M |
| Family Investment Center, Inc. | 3.43% | Reduce -8.9% | 250,069 | $20.6M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 243,818 | $20.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.01% | Add +10.7% | 241,190 | $19.9M |
| Mascoma Wealth Management LLC | 3.47% | Add +5.9% | 226,552 | $18.7M |
| Navigation Group, LLC | 3.58% | Add +1.2% | 222,982 | $18.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2084.1% | 204,717 | $16.9M |
| Citadel Advisors | 0.01% | Reduce -39.6% | 204,582 | $16.9M |
| Equitable Holdings, Inc. | 0.09% | Add +0.4% | 191,388 | $15.6M |
| Unique Wealth, LLC | 1.81% | Add +32.0% | 188,631 | $15.6M |
| Bryant Woods Investment Advisors, LLC | 3.77% | Add +8.8% | 164,127 | $13.5M |
| Park Avenue Securities LLC | 0.08% | Reduce -8.0% | 160,539 | $13.2M |
| Smithbridge Asset Management Inc. | 1.75% | Add +6.4% | 156,154 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -10.0% | 151,733 | $12.5M |
| ForthRight Wealth Management, LLC | 2.95% | Add +14.9% | 139,694 | $11.5M |
| Greenwood Capital Associates LLC | 1.13% | Add +6.6% | 139,052 | $11.5M |
| Fulton Bank, N.A. | 0.35% | Add +65.0% | 137,763 | $11.4M |
| Galvin, Gaustad & Stein, LLC | 0.84% | Add +6.3% | 136,116 | $11.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +629.3% | 135,563 | $11.2M |
| Providence Financial Advisors, LLC | 6.18% | Add +9.7% | 131,791 | $10.9M |
| Perigon Wealth Management, LLC | 0.17% | Add +7.5% | 130,066 | $10.7M |
| SIMA Wealth Partners, LLC | 7.47% | Reduce -1.8% | 127,757 | $10.5M |
| MN Wealth Advisors, LLC | 4.32% | Add +9.4% | 123,012 | $10.1M |
| Kintra Wealth, LLC | 0.52% | New | 116,543 | $10.0M |
| First National Bank of Mount Dora, Trust Investment Services | 1.92% | Add +4.8% | 116,071 | $9.6M |
| Wagner Wealth Management, LLC | 1.74% | Add +1.5% | 114,165 | $9.4M |
| Arq Wealth Advisors, LLC | 1.10% | Add +66.6% | 107,579 | $8.9M |
| Base Wealth Management LLC | 3.89% | Add +4.9% | 101,496 | $8.4M |
| Etesian Wealth Advisors, Inc. | 2.45% | Add +0.5% | 100,509 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +11.5% | 94,221 | $7.8M |
| Investors Portfolio Services LLC | 5.84% | Add +17.7% | 92,647 | $7.6M |
| Centerline Wealth Advisors, LLC | 2.34% | Add +2.1% | 90,672 | $7.5M |
| Axxcess Wealth Management, LLC | 0.11% | Add +17.6% | 83,410 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 83,272 | $6.9M |
| Kaizen Financial Strategies | 2.65% | Reduce -7.1% | 81,885 | $6.7M |
| Magnolia Capital Advisors LLC | 1.12% | Add +9.6% | 79,235 | $6.5M |
| Merited Wealth, LLC | 4.60% | Add +114.8% | 78,836 | $6.5M |
| OpenArc Corporate Advisory, LLC | 0.08% | Add +31.3% | 76,802 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 76,370 | $6.3M |
| Ascent Group, LLC | 0.19% | Reduce -4.7% | 75,733 | $6.2M |
"% of holder's portfolio" is JIRE's weight in each manager's 13F, not the share of JPMorgan Int Res Enh Eqty the manager owns.