JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q4 2024 (December 31)165holders +12
24new positions
17sold out
1famous investor
$58.51avg. 13F price*
At the end of Q4 2024, 165 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 12 from Q3 2024. 24 opened new positions and 17 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), FMR LLC ($652.9M) and LPL Financial LLC ($179.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $40.8M |
| Exits | 17 | $9.7M |
All 13F filers, Q3 2024 → Q4 2024: 8,031,005 shares bought and 2,042,321 shares sold, net +5,988,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| JPMorgan Chase & Co. | 0.30% | Add +8.7% | 65,333,419 | $3.8B |
| FMR LLC | 0.04% | Reduce -8.3% | 11,158,235 | $652.9M |
| LPL Financial LLC | 0.07% | Add +10.3% | 3,063,454 | $179.2M |
| Assetmark, Inc. | 0.25% | Add +1.1% | 1,586,042 | $92.8M |
| Commonwealth Equity Services, LLC | 0.11% | Add +10.2% | 1,241,415 | $72.6M |
| Janney Montgomery Scott LLC | 0.18% | Reduce -8.1% | 1,093,256 | $64.0M |
| Bogart Wealth, LLC | 2.27% | Add +10.6% | 818,247 | $47.9M |
| New England Professional Planning Group Inc. | 21.52% | Add +2.0% | 738,485 | $43.2M |
| Great Valley Advisor Group, Inc. | 0.96% | Add +11.0% | 734,829 | $43.0M |
| Hughes Financial Services, LLC | 8.42% | — | 700,765 | $41.0M |
| Parcion Private Wealth LLC | 2.84% | Reduce -37.0% | 635,514 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 619,441 | $36.2M |
| Cwm, LLC | 0.15% | Add +2.4% | 611,512 | $35.8M |
| Cetera Investment Advisers | 0.07% | Add +12.5% | 543,830 | $31.8M |
| Osaic Holdings, Inc. | 0.07% | Add +20.6% | 529,059 | $31.0M |
| Family Investment Center, Inc. | 6.40% | Reduce -1.1% | 431,097 | $25.2M |
| Level Four Advisory Services, LLC | 0.96% | Reduce -7.7% | 400,284 | $23.4M |
| First Financial Bank - Trust Division | 2.12% | Add +3.2% | 387,468 | $22.7M |
| Lido Advisors, LLC | 0.14% | New | 375,521 | $22.0M |
| Jane Street Group, LLC | 0.03% | Add +1195.7% | 364,619 | $21.3M |
| Elk River Wealth Management LLC | 3.64% | Add +6.0% | 343,248 | $20.1M |
| National Philanthropic Trust | 0.28% | Reduce -0.5% | 329,692 | $19.3M |
| Raymond James Financial Inc. | 0.01% | — | 319,857 | $18.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +12.3% | 313,527 | $18.3M |
| Richard P Slaughter Associates Inc | 4.11% | Add +18.8% | 313,383 | $18.3M |
| Choice Wealth Advisors LLC | 9.35% | Add +3.6% | 313,018 | $18.3M |
| Private Advisor Group, LLC | 0.10% | Add +9.6% | 307,878 | $18.0M |
| Vestmark Advisory Solutions, Inc. | 0.59% | Add +14.5% | 294,304 | $17.2M |
| Vestor Capital, LLC | 1.26% | Reduce -8.7% | 282,555 | $16.5M |
| Leo Wealth, LLC | 1.45% | Reduce -18.7% | 276,529 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.1% | 275,757 | $16.1M |
| Buffington Mohr McNeal | 2.67% | Add +1.5% | 275,091 | $16.1M |
| Wealth Alliance Advisory Group, LLC | 3.39% | Add +1.6% | 273,848 | $16.0M |
| Cutler Investment Counsel LLC | 1.85% | Add +59.1% | 254,817 | $14.9M |
| Pallas Capital Advisors LLC | 0.63% | Reduce -0.5% | 249,978 | $14.6M |
| Southern Farm Bureau Life Insurance | 2.04% | No change | 245,980 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.6% | 229,894 | $13.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.4% | 213,969 | $12.5M |
| Tradition Wealth Management, LLC | 1.02% | Add +1978.8% | 197,879 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +183.9% | 149,757 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +71.3% | 141,035 | $8.3M |
| First Horizon Advisors, Inc. | 0.23% | Reduce -3.5% | 140,520 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 137,479 | $8.0M |
| MML Investors Services, LLC | 0.03% | Reduce -2.0% | 130,539 | $7.6M |
| SIMA Wealth Partners, LLC | 5.74% | Reduce -3.2% | 115,443 | $6.8M |
| Aspire Capital Advisors LLC | 1.82% | Add +6.9% | 108,708 | $6.4M |
| Sax Wealth Advisors, LLC | 0.45% | New | 98,587 | $5.8M |
| Wagner Wealth Management, LLC | 1.43% | Add +8.7% | 94,711 | $5.5M |
| Park Avenue Securities LLC | 0.05% | Add +10.2% | 82,201 | $4.8M |
| Kendall Capital Management | 1.35% | Add +148.1% | 79,131 | $4.6M |
| Garden State Investment Advisory Services LLC | 1.42% | Reduce -32.6% | 78,763 | $4.6M |
| MN Wealth Advisors, LLC | 2.47% | Add +10.2% | 74,973 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +17.9% | 71,806 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +2.9% | 70,421 | $4.1M |
| Bellevue Asset Management, LLC | 2.07% | Add +1.8% | 68,549 | $4.0M |
| Bank of America Corp. | 0.00% | Add +7849.8% | 66,381 | $3.9M |
| West Michigan Advisors, LLC | 1.07% | Reduce -1.5% | 60,669 | $3.5M |
| Etesian Wealth Advisors, Inc. | 1.46% | Add +53.8% | 56,336 | $3.3M |
| Bryant Woods Investment Advisors, LLC | 1.49% | Add +18.1% | 52,495 | $3.1M |
| Arq Wealth Advisors, LLC | 1.11% | Reduce -20.3% | 49,992 | $2.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +985.0% | 48,035 | $2.8M |
| Francis Financial, Inc. | 0.65% | New | 43,980 | $2.6M |
| Greenwood Capital Associates LLC | 0.34% | New | 43,906 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +19.4% | 42,646 | $2.5M |
| N.E.W. Advisory Services LLC | 0.22% | Reduce -7.2% | 40,102 | $2.3M |
| Silver Oak Securities, Incorporated | 0.20% | Add +0.4% | 37,444 | $2.2M |
| Lokken Investment Group LLC | 0.88% | Add +1.3% | 34,654 | $2.0M |
| Creative Financial Designs Inc. | 0.16% | Reduce -84.0% | 34,460 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +956.5% | 32,075 | $1.9M |
| Purus Wealth Management, LLC | 0.67% | New | 28,973 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +47.0% | 28,691 | $1.7M |
| Valicenti Advisory Services Inc. | 0.40% | Add +11.6% | 27,458 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +74.7% | 26,272 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.78% | Add +4.5% | 25,967 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Add +0.2% | 25,808 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +8.2% | 24,483 | $1.4M |
| GTS Securities LLC | 0.07% | New | 24,279 | $1.4M |
| Marshall Financial Group, LLC | 0.34% | Add +1.6% | 24,088 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +0.9% | 23,842 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 21,251 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.50% | Add +2.1% | 20,267 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | New | 18,698 | $1.1M |
| Blue Oak Capital, LLC | 0.65% | — | 18,365 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +3.8% | 18,227 | $1.1M |
| Financial Connections Group, Inc. | 0.45% | Add +109.0% | 15,898 | $930K |
| TFB Advisors LLC | 0.26% | Add +14.9% | 15,823 | $926K |
| Gentry Private Wealth, LLC | 3.66% | Reduce -11.1% | 15,044 | $880K |
| HBW Advisory Services LLC | 0.09% | Add +0.3% | 14,981 | $877K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.1% | 14,839 | $868K |
| BridgePort Financial Solutions, LLC | 0.37% | — | 12,840 | $816K |
| Ascent Group, LLC | 0.05% | Reduce -2.4% | 12,399 | $725K |
| Captrust Financial Advisors | 0.00% | Add +8.2% | 12,047 | $705K |
| Lockerman Financial Group, Inc. | 1.16% | Add +0.1% | 11,650 | $682K |
| Integras Partners LLC | 0.60% | — | 11,495 | $673K |
| Geneos Wealth Management Inc. | 0.02% | New | 11,280 | $660K |
| Sanctuary Advisors, LLC | 0.00% | Add +23.5% | 10,354 | $641K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +131.5% | 10,948 | $641K |
| Wayfinding Financial, LLC | 0.31% | New | 9,915 | $580K |
| Conservest Capital Advisors, Inc. | 0.06% | New | 9,912 | $580K |
| Lake Street Private Wealth, LLC | 0.09% | Add +25.2% | 9,894 | $579K |
"% 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.