JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q2 2024 (June 30)123holders +11
23new positions
16sold out
1famous investor
$62.60avg. 13F price*
At the end of Q2 2024, 123 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 11 from Q1 2024. 23 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), FMR LLC ($566.2M) and LPL Financial LLC ($143.0M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $131.0M |
| Exits | 16 | $15.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,645,127 shares bought and 281,256 shares sold, net +5,363,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| JPMorgan Chase & Co. | 0.33% | Add +0.1% | 60,339,057 | $3.8B |
| FMR LLC | 0.04% | Add +8.6% | 9,044,456 | $566.2M |
| LPL Financial LLC | 0.07% | Add +20.0% | 2,284,726 | $143.0M |
| Assetmark, Inc. | 0.35% | Add +14.3% | 1,823,552 | $114.2M |
| Janney Montgomery Scott LLC | 0.22% | Add +126.0% | 1,139,611 | $71.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +15.4% | 990,986 | $62.0M |
| Parcion Private Wealth LLC | 5.10% | New | 890,927 | $55.8M |
| Cwm, LLC | 0.23% | Add +1.8% | 780,721 | $48.9M |
| Bogart Wealth, LLC | 2.31% | Add +5.1% | 724,671 | $45.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.8% | 534,809 | $33.5M |
| Great Valley Advisor Group, Inc. | 0.94% | Add +13.0% | 534,565 | $33.5M |
| Osaic Holdings, Inc. | 0.07% | Add +5.7% | 456,089 | $28.6M |
| Cetera Investment Advisers | 0.06% | Add +43.5% | 449,817 | $28.2M |
| Family Investment Center, Inc. | 8.28% | Reduce -0.4% | 442,923 | $27.7M |
| National Philanthropic Trust | 0.41% | Reduce -6.3% | 341,550 | $21.4M |
| Level Four Advisory Services, LLC | 0.93% | Add +515.2% | 330,987 | $20.7M |
| Leo Wealth, LLC | 2.07% | Add +2450.5% | 324,473 | $20.3M |
| Vestor Capital, LLC | 1.58% | Reduce -0.6% | 312,990 | $19.6M |
| Elk River Wealth Management LLC | 3.76% | Add +7.2% | 306,665 | $19.2M |
| Choice Wealth Advisors LLC | 9.88% | New | 297,421 | $18.6M |
| Wealth Alliance Advisory Group, LLC | 3.74% | Add +1.5% | 265,470 | $16.6M |
| Pallas Capital Advisors LLC | 0.74% | Add +0.8% | 257,495 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.2% | 262,514 | $16.4M |
| Buffington Mohr McNeal | 2.85% | Add +4.0% | 259,883 | $16.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Add +9.4% | 250,899 | $15.7M |
| Southern Farm Bureau Life Insurance | 2.52% | New | 245,980 | $15.3M |
| Vantage Financial Partners Ltd., Inc. | 3.59% | New | 230,649 | $14.4M |
| Richard P Slaughter Associates Inc | 3.37% | Add +19.9% | 228,223 | $14.3M |
| Vestmark Advisory Solutions, Inc. | 0.59% | Add +15.0% | 226,983 | $14.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +0.8% | 226,177 | $14.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +47.8% | 205,179 | $12.8M |
| Creative Financial Designs Inc. | 1.13% | New | 202,557 | $12.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.4% | 174,245 | $10.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.0% | 168,245 | $10.5M |
| Jane Street Group, LLC | 0.01% | Add +16.6% | 167,473 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 133,222 | $8.3M |
| First Horizon Advisors, Inc. | 0.23% | Add +3.8% | 120,405 | $7.5M |
| Garden State Investment Advisory Services LLC | 2.40% | New | 111,120 | $7.0M |
| SIMA Wealth Partners, LLC | 6.58% | — | 110,237 | $6.9M |
| Aspire Capital Advisors LLC | 2.05% | Add +7.3% | 99,914 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +17.2% | 83,769 | $5.2M |
| Wagner Wealth Management, LLC | 1.54% | Add +2.5% | 82,480 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Add +0.2% | 77,059 | $4.8M |
| Park Avenue Securities LLC | 0.06% | Add +3.4% | 71,934 | $4.5M |
| Bellevue Asset Management, LLC | 2.32% | Add +0.4% | 67,221 | $4.2M |
| MN Wealth Advisors, LLC | 2.44% | Add +24.6% | 67,192 | $4.2M |
| West Michigan Advisors, LLC | 1.20% | Reduce -3.0% | 60,349 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +25.4% | 48,950 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.5% | 48,854 | $3.1M |
| Arq Wealth Advisors, LLC | 1.30% | Add +484.1% | 48,111 | $3.0M |
| N.E.W. Advisory Services LLC | 0.28% | Add +8.3% | 41,459 | $2.6M |
| Lokken Investment Group LLC | 0.98% | Add +1.4% | 33,277 | $2.1M |
| Csenge Advisory Group | 0.10% | Add +18.4% | 28,818 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +60.7% | 28,621 | $1.8M |
| Bank of Montreal | 0.00% | New | 32,000 | $1.8M |
| Silver Oak Securities, Incorporated | 0.26% | Add +5.8% | 27,900 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +3.9% | 26,687 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +627.1% | 25,208 | $1.6M |
| Valicenti Advisory Services Inc. | 0.41% | New | 24,218 | $1.5M |
| Gentry Private Wealth, LLC | 1.26% | — | 22,921 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -11.6% | 19,948 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.4% | 19,298 | $1.2M |
| HBW Advisory Services LLC | 0.20% | Add +5.5% | 18,983 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -5.2% | 18,812 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.2% | 18,058 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | New | 15,843 | $992K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 14,865 | $931K |
| Ascent Group, LLC | 0.07% | Add +12.4% | 14,638 | $916K |
| Kingsview Wealth Management, LLC | 0.02% | Add +18.1% | 12,847 | $804K |
| Etesian Wealth Advisors, Inc. | 0.44% | Add +233.6% | 12,465 | $780K |
| TFB Advisors LLC | 0.25% | Add +19.2% | 12,210 | $764K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 11,325 | $709K |
| Lockerman Financial Group, Inc. | 1.28% | Add +22.4% | 11,250 | $704K |
| Kestra Advisory Services, LLC | 0.00% | Add +188.4% | 10,496 | $657K |
| Wayfinding Financial, LLC | 0.30% | Reduce -0.1% | 8,398 | $525K |
| Relative Value Partners Group, LLC | 0.07% | New | 8,119 | $508K |
| Lake Street Private Wealth, LLC | 0.07% | New | 8,119 | $508K |
| Virtue Capital Management, LLC | 0.09% | Add +17.9% | 7,945 | $508K |
| 3Chopt Investment Partners, LLC | 0.14% | New | 7,333 | $459K |
| Mariner, LLC | 0.00% | Reduce -28.6% | 7,034 | $440K |
| Renaissance Technologies | 0.00% | Add +7.8% | 6,900 | $432K |
| Raymond James & Associates | 0.00% | Add +99.0% | 6,456 | $404K |
| Gateway Wealth Partners, LLC | 0.11% | New | 5,735 | $359K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.6% | 5,497 | $344K |
| Prudential Financial Inc. | 0.00% | New | 5,333 | $334K |
| Patten Group, Inc. | 0.08% | Reduce -7.3% | 5,236 | $328K |
| Private Trust Co. NA | 0.03% | Reduce -2.7% | 4,969 | $311K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +6.7% | 4,947 | $310K |
| Shira Ridge Wealth Management | 0.17% | Add +16.2% | 4,883 | $306K |
| Berger Financial Group, Inc | 0.02% | No change | 4,791 | $300K |
| Global Retirement Partners, LLC | 0.01% | Add +44.3% | 4,695 | $294K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,630 | $290K |
| IFP Advisors, Inc | 0.01% | Add +24.5% | 4,497 | $282K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $272K |
| Sterling Investment Counsel, LLC | 0.10% | Add +15.6% | 4,022 | $252K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,905 | $244K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,487 | $215K |
| Northwest Capital Management Inc | 0.08% | Reduce -11.2% | 3,331 | $209K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.3% | 2,868 | $180K |
| Wells Fargo & Company | 0.00% | Add +166.6% | 2,354 | $147K |
"% 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.