JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q3 2024 (September 30)153holders +30
43new positions
11sold out
1famous investor
$66.01avg. 13F price*
At the end of Q3 2024, 153 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 30 from Q2 2024. 43 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($4.0B), FMR LLC ($803.7M) and LPL Financial LLC ($183.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Int Res Enh Eqty
- CUSIP
- 46641Q134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $110.6M |
| Exits | 11 | $17.7M |
All 13F filers, Q2 2024 → Q3 2024: 6,745,449 shares bought and 1,204,603 shares sold, net +5,540,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| JPMorgan Chase & Co. | 0.32% | Reduce -0.4% | 60,103,798 | $4.0B |
| FMR LLC | 0.05% | Add +34.6% | 12,172,036 | $803.7M |
| LPL Financial LLC | 0.08% | Add +21.5% | 2,776,806 | $183.4M |
| Assetmark, Inc. | 0.30% | Reduce -13.9% | 1,569,245 | $103.6M |
| Janney Montgomery Scott LLC | 0.22% | Add +4.4% | 1,189,305 | $78.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +13.7% | 1,126,247 | $74.4M |
| Parcion Private Wealth LLC | 5.54% | Add +13.2% | 1,008,717 | $66.6M |
| Bogart Wealth, LLC | 2.31% | Add +2.1% | 739,579 | $48.8M |
| New England Professional Planning Group Inc. | 23.67% | New | 724,235 | $47.8M |
| Great Valley Advisor Group, Inc. | 1.07% | Add +23.9% | 662,105 | $43.7M |
| Cwm, LLC | 0.17% | Reduce -23.5% | 597,405 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.8% | 587,213 | $38.8M |
| Cetera Investment Advisers | 0.07% | Add +7.5% | 483,523 | $31.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -3.8% | 438,838 | $29.0M |
| Family Investment Center, Inc. | 7.23% | Reduce -1.6% | 435,841 | $28.8M |
| Level Four Advisory Services, LLC | 1.14% | Add +31.0% | 433,664 | $27.1M |
| First Financial Bank - Trust Division | 2.27% | New | 375,418 | $24.8M |
| Leo Wealth, LLC | 2.05% | Add +4.8% | 340,076 | $22.5M |
| National Philanthropic Trust | 0.40% | Reduce -3.0% | 331,464 | $21.9M |
| Elk River Wealth Management LLC | 3.89% | Add +5.7% | 323,984 | $21.4M |
| Vestor Capital, LLC | 1.61% | Reduce -1.1% | 309,460 | $20.4M |
| Choice Wealth Advisors LLC | 9.97% | Add +1.6% | 302,105 | $19.9M |
| Private Advisor Group, LLC | 0.12% | Add +264.7% | 281,014 | $18.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Add +11.3% | 279,227 | $18.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.9% | 272,734 | $18.0M |
| Buffington Mohr McNeal | 2.94% | Add +4.3% | 271,014 | $17.9M |
| Wealth Alliance Advisory Group, LLC | 3.74% | Add +1.6% | 269,651 | $17.8M |
| Richard P Slaughter Associates Inc | 4.04% | Add +15.6% | 263,754 | $17.4M |
| Vestmark Advisory Solutions, Inc. | 0.63% | Add +13.2% | 256,965 | $17.0M |
| Southern Farm Bureau Life Insurance | 2.55% | No change | 245,980 | $16.2M |
| Pallas Capital Advisors LLC | 0.68% | Reduce -2.5% | 251,153 | $15.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +32.3% | 222,590 | $14.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.4% | 221,965 | $14.7M |
| Creative Financial Designs Inc. | 1.20% | Add +6.4% | 215,529 | $14.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.8% | 208,951 | $13.8M |
| Cutler Investment Counsel LLC | 1.33% | New | 160,150 | $10.6M |
| First Horizon Advisors, Inc. | 0.27% | Add +20.9% | 145,584 | $9.6M |
| MML Investors Services, LLC | 0.03% | Add +59.0% | 133,212 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 129,939 | $8.6M |
| SIMA Wealth Partners, LLC | 6.84% | Add +8.2% | 119,256 | $7.9M |
| Garden State Investment Advisory Services LLC | 2.47% | Add +5.1% | 116,833 | $7.7M |
| Aspire Capital Advisors LLC | 2.00% | Add +1.8% | 101,672 | $6.7M |
| Wagner Wealth Management, LLC | 1.55% | Add +5.6% | 87,109 | $5.8M |
| Jones Financial Companies LLLP | 0.01% | Add +226.7% | 82,358 | $5.5M |
| Avalon Capital Management | 1.53% | New | 76,317 | $5.0M |
| Park Avenue Securities LLC | 0.06% | Add +3.7% | 74,605 | $4.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +360.4% | 68,437 | $4.5M |
| MN Wealth Advisors, LLC | 2.56% | Add +1.3% | 68,065 | $4.5M |
| Bellevue Asset Management, LLC | 2.28% | Add +0.2% | 67,340 | $4.4M |
| Arq Wealth Advisors, LLC | 1.56% | Add +30.4% | 62,720 | $4.1M |
| West Michigan Advisors, LLC | 1.23% | Add +2.0% | 61,579 | $4.1M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +24.5% | 60,928 | $4.0M |
| Flow Traders U.S. LLC | 0.20% | New | 59,064 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.0% | 52,743 | $3.5M |
| Bryant Woods Investment Advisors, LLC | 1.50% | New | 44,470 | $2.9M |
| N.E.W. Advisory Services LLC | 0.28% | Add +4.2% | 43,189 | $2.9M |
| Silver Oak Securities, Incorporated | 0.26% | Add +33.7% | 37,294 | $2.5M |
| Etesian Wealth Advisors, Inc. | 1.09% | Add +193.8% | 36,622 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +24.8% | 35,729 | $2.4M |
| Lokken Investment Group LLC | 0.94% | Add +2.8% | 34,217 | $2.3M |
| Raymond James & Associates | 0.00% | Add +416.6% | 33,354 | $2.2M |
| Kendall Capital Management | 0.65% | New | 31,896 | $2.1M |
| TBH Global Asset Management, LLC | 0.44% | New | 30,346 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -83.2% | 28,140 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | Reduce -3.5% | 25,766 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.87% | New | 24,850 | $1.6M |
| Valicenti Advisory Services Inc. | 0.42% | Add +1.6% | 24,604 | $1.6M |
| Marshall Financial Group, LLC | 0.37% | New | 23,712 | $1.6M |
| Csenge Advisory Group | 0.08% | Reduce -18.0% | 23,638 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Add +17.3% | 22,634 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +33.8% | 21,199 | $1.4M |
| Intrepid Financial Planning Group LLC | 0.56% | New | 19,852 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -2.1% | 19,523 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -6.6% | 17,563 | $1.2M |
| Raymond James Trust N.A. | 0.02% | New | 17,031 | $1.1M |
| Gentry Private Wealth, LLC | 0.91% | Reduce -26.2% | 16,912 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +17.1% | 15,040 | $993K |
| HBW Advisory Services LLC | 0.14% | Reduce -21.3% | 14,939 | $986K |
| Kestra Advisory Services, LLC | 0.01% | Add +37.1% | 14,389 | $950K |
| TFB Advisors LLC | 0.27% | Add +12.8% | 13,769 | $909K |
| Ascent Group, LLC | 0.06% | Reduce -13.3% | 12,697 | $838K |
| Lockerman Financial Group, Inc. | 1.30% | Add +3.4% | 11,633 | $768K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 11,131 | $735K |
| Tradition Wealth Management, LLC | 0.06% | New | 9,519 | $629K |
| Meridian Wealth Management, LLC | 0.03% | New | 8,609 | $568K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -2.7% | 7,903 | $522K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,386 | $512K |
| Financial Connections Group, Inc. | 0.25% | New | 7,607 | $502K |
| Berger Financial Group, Inc | 0.03% | Add +33.4% | 6,390 | $422K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +21.6% | 6,017 | $397K |
| Prudential Financial Inc. | 0.00% | Add +11.4% | 5,941 | $392K |
| Mariner, LLC | 0.00% | Reduce -20.7% | 5,575 | $368K |
| World Investment Advisors | 0.01% | New | 5,540 | $366K |
| Mayfair Advisory Group, LLC | 0.23% | New | 5,470 | $357K |
| Private Trust Co. NA | 0.04% | Add +6.2% | 5,277 | $348K |
| Patten Group, Inc. | 0.08% | Add +0.5% | 5,262 | $347K |
| Walkner Condon Financial Advisors LLC | 0.07% | New | 5,175 | $342K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.8% | 5,124 | $338K |
| Farther Finance Advisors, LLC | 0.01% | Add +72.3% | 4,942 | $326K |
| IFP Advisors, Inc | 0.01% | Add +8.2% | 4,864 | $321K |
"% 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.