JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q1 2024 (March 31)112holders
2famous investors
$62.62avg. 13F price*
At the end of Q1 2024, 112 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.8B), FMR LLC ($521.7M) and LPL Financial LLC ($119.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $91.6M |
| Exits | 7 | $9.4M |
Ownership 112 holders
| JPMorgan Chase & Co. | 0.34% | Reduce -19.2% | 60,271,449 | $3.8B |
| FMR LLC | 0.04% | Add +13.3% | 8,331,276 | $521.7M |
| LPL Financial LLC | 0.06% | Add +17.8% | 1,904,117 | $119.2M |
| Assetmark, Inc. | 0.32% | Reduce -0.6% | 1,595,731 | $99.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +17.5% | 858,362 | $53.8M |
| Cwm, LLC | 0.23% | Add +50.2% | 766,974 | $48.0M |
| Bogart Wealth, LLC | 2.22% | Add +1.9% | 689,351 | $43.2M |
| Janney Montgomery Scott LLC | 0.09% | Add +105.8% | 504,365 | $31.6M |
| Great Valley Advisor Group, Inc. | 0.90% | Add +39.4% | 472,999 | $29.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 454,008 | $28.4M |
| Family Investment Center, Inc. | 8.97% | Reduce -7.5% | 444,543 | $27.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.6% | 431,535 | $27.0M |
| National Philanthropic Trust | 0.50% | Reduce -15.2% | 364,345 | $22.8M |
| Vestor Capital, LLC | 1.66% | New | 314,741 | $19.7M |
| Cetera Investment Advisers | 0.05% | Add +261.1% | 313,462 | $19.6M |
| Elk River Wealth Management LLC | 3.64% | New | 286,041 | $17.9M |
| Wealth Alliance Advisory Group, LLC | 3.80% | Add +4.0% | 261,436 | $16.4M |
| Pallas Capital Advisors LLC | 0.67% | Add +4.1% | 255,369 | $16.0M |
| Buffington Mohr McNeal | 2.83% | Add +10.2% | 249,987 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.9% | 249,514 | $15.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Add +45.6% | 229,303 | $14.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +56.9% | 224,356 | $14.0M |
| Vestmark Advisory Solutions, Inc. | 0.53% | New | 197,380 | $12.4M |
| Richard P Slaughter Associates Inc | 2.89% | Add +60.5% | 190,272 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.2% | 162,261 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +29.3% | 158,685 | $9.9M |
| Flow Traders U.S. LLC | 0.52% | New | 155,438 | $9.7M |
| Jane Street Group, LLC | 0.01% | Reduce -51.3% | 143,599 | $9.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -8.2% | 138,832 | $8.7M |
| First Horizon Advisors, Inc. | 0.22% | Add +2.1% | 116,053 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +73.0% | 115,518 | $7.2M |
| Aspire Capital Advisors LLC | 1.96% | New | 93,086 | $5.8M |
| Wagner Wealth Management, LLC | 1.54% | New | 80,475 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -68.5% | 76,926 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +5.6% | 71,485 | $4.5M |
| Park Avenue Securities LLC | 0.06% | Reduce -0.5% | 69,556 | $4.4M |
| Bellevue Asset Management, LLC | 2.38% | Add +11.1% | 66,936 | $4.2M |
| West Michigan Advisors, LLC | 1.27% | New | 62,229 | $3.9M |
| MN Wealth Advisors, LLC | 2.09% | New | 53,939 | $3.4M |
| Level Four Advisory Services, LLC | 0.17% | Add +0.7% | 53,805 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.6% | 43,049 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +217.0% | 39,021 | $2.4M |
| N.E.W. Advisory Services LLC | 0.27% | Add +8.3% | 38,298 | $2.4M |
| Lokken Investment Group LLC | 1.02% | New | 32,803 | $2.1M |
| Silver Oak Securities, Incorporated | 0.25% | Add +19.4% | 26,366 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +21.6% | 25,689 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.90% | Add +5.9% | 24,396 | $1.5M |
| Csenge Advisory Group | 0.09% | Add +3.9% | 24,338 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.13% | New | 22,555 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | New | 19,838 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | New | 19,378 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.8% | 17,807 | $1.1M |
| HBW Advisory Services LLC | 0.20% | No change | 17,989 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.9% | 15,675 | $982K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,114 | $946K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.5% | 14,610 | $915K |
| Ascent Group, LLC | 0.07% | Add +5.9% | 13,027 | $816K |
| Leo Wealth, LLC | 0.08% | No change | 12,722 | $794K |
| Citadel Advisors | 0.00% | New | 12,375 | $775K |
| Captrust Financial Advisors | 0.00% | Reduce -12.2% | 11,292 | $707K |
| Kingsview Wealth Management, LLC | 0.02% | Add +90.0% | 10,878 | $681K |
| TFB Advisors LLC | 0.23% | New | 10,244 | $622K |
| Mariner, LLC | 0.00% | Reduce -7.7% | 9,853 | $617K |
| Lockerman Financial Group, Inc. | 1.10% | Reduce -1.6% | 9,195 | $576K |
| Wayfinding Financial, LLC | 0.31% | New | 8,410 | $526K |
| Arq Wealth Advisors, LLC | 0.22% | New | 8,237 | $516K |
| Lincoln National Corp. | 0.01% | New | 7,647 | $479K |
| Virtue Capital Management, LLC | 0.07% | New | 6,739 | $411K |
| Renaissance Technologies | 0.00% | New | 6,400 | $401K |
| Patten Group, Inc. | 0.09% | New | 5,647 | $354K |
| GeoWealth Management, LLC | 0.01% | New | 5,642 | $353K |
| Private Trust Co. NA | 0.03% | Add +5.0% | 5,105 | $320K |
| Berger Financial Group, Inc | 0.02% | No change | 4,791 | $300K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +8.5% | 4,637 | $290K |
| Security Financial Services, INC. | 0.06% | New | 4,567 | $286K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $272K |
| Shira Ridge Wealth Management | 0.15% | Add +3.8% | 4,202 | $263K |
| Nwam LLC | 0.02% | New | 3,842 | $241K |
| Northwest Capital Management Inc | 0.08% | Add +1.0% | 3,752 | $235K |
| Etesian Wealth Advisors, Inc. | 0.13% | New | 3,737 | $234K |
| HRT Financial LP | 0.00% | New | 3,724 | $233K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,639 | $228K |
| IFP Advisors, Inc | 0.01% | Add +191.0% | 3,611 | $226K |
| Qube Research & Technologies Ltd | 0.00% | Add +3494.0% | 3,594 | $225K |
| Essex Financial Services, Inc. | 0.02% | New | 3,487 | $218K |
| Sterling Investment Counsel, LLC | 0.10% | New | 3,480 | $218K |
| Jones Financial Companies LLLP | 0.00% | Add +721.6% | 3,467 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -80.1% | 3,423 | $214K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -80.1% | 3,423 | $214K |
| Bryant Woods Investment Advisors, LLC | 0.12% | New | 3,283 | $206K |
| Global Retirement Partners, LLC | 0.01% | Add +16.7% | 3,253 | $204K |
| Raymond James & Associates | 0.00% | New | 3,244 | $203K |
| Woodmont Investment Counsel LLC | 0.02% | New | 2,883 | $181K |
| Farther Finance Advisors, LLC | 0.01% | New | 2,599 | $162K |
| ICA Group Wealth Management, LLC | 0.03% | Add +15.7% | 2,022 | $127K |
| Morgan Stanley | 0.00% | Reduce -29.8% | 1,203 | $75K |
| Kelly Financial Services LLC | 0.03% | No change | 1,190 | $74K |
| Wells Fargo & Company | 0.00% | Add +115.9% | 883 | $55K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $34K |
| Family Asset Management, LLC | 0.02% | New | 400 | $25K |
"% 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.