JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q1 2025 (March 31)192holders +27
43new positions
14sold out
1famous investor
$63.72avg. 13F price*
At the end of Q1 2025, 192 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 27 from Q4 2024. 43 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($4.0B), LPL Financial LLC ($192.1M) and FMR LLC ($176.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $340.5M |
| Exits | 14 | $26.8M |
All 13F filers, Q4 2024 → Q1 2025: 11,369,949 shares bought and 13,557,267 shares sold, net −2,187,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| JPMorgan Chase & Co. | 0.30% | Reduce -4.8% | 62,222,765 | $4.0B |
| LPL Financial LLC | 0.07% | Reduce -1.6% | 3,014,735 | $192.1M |
| FMR LLC | 0.01% | Reduce -75.2% | 2,762,836 | $176.0M |
| Morgan Stanley | 0.01% | Add +92737.6% | 1,745,347 | $111.2M |
| Assetmark, Inc. | 0.26% | Reduce -4.7% | 1,511,943 | $96.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +9.9% | 1,364,819 | $87.0M |
| Dynasty Wealth Management, LLC | 1.25% | New | 1,180,260 | $75.2M |
| Janney Montgomery Scott LLC | 0.20% | Add +2.2% | 1,117,167 | $71.2M |
| Sagespring Wealth Partners, LLC | 1.75% | New | 1,086,279 | $69.2M |
| Cwm, LLC | 0.28% | Add +77.5% | 1,085,129 | $69.1M |
| Bank of New York Mellon Corp | 0.01% | New | 1,080,500 | $68.8M |
| Conservest Capital Advisors, Inc. | 5.86% | Add +8731.2% | 875,352 | $55.8M |
| Cetera Investment Advisers | 0.10% | Add +45.3% | 790,000 | $50.3M |
| Bogart Wealth, LLC | 2.35% | Reduce -4.5% | 781,232 | $49.8M |
| New England Professional Planning Group Inc. | 24.41% | Add +4.2% | 769,347 | $49.0M |
| Invesco Ltd. | 0.01% | New | 739,000 | $47.1M |
| Hughes Financial Services, LLC | 9.15% | Add +4.6% | 733,283 | $46.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 726,321 | $46.3M |
| Private Advisor Group, LLC | 0.27% | Add +128.5% | 703,620 | $44.8M |
| Pure Financial Advisors, LLC | 0.91% | New | 685,566 | $43.7M |
| Great Valley Advisor Group, Inc. | 0.88% | Reduce -12.8% | 640,553 | $40.8M |
| Richard P Slaughter Associates Inc | 9.33% | Add +100.1% | 627,065 | $40.0M |
| Raymond James Financial Inc. | 0.01% | Add +50.0% | 479,658 | $30.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -10.3% | 474,663 | $30.2M |
| First Financial Bank - Trust Division | 2.88% | Add +20.1% | 465,518 | $29.7M |
| Level Four Advisory Services, LLC | 1.15% | Add +9.2% | 436,977 | $27.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.50% | Add +34.4% | 421,219 | $26.8M |
| Cutler Investment Counsel LLC | 2.96% | Add +52.0% | 387,257 | $24.7M |
| Elk River Wealth Management LLC | 4.36% | Add +6.4% | 365,172 | $23.3M |
| Jane Street Group, LLC | 0.04% | Reduce -4.5% | 348,112 | $22.2M |
| National Philanthropic Trust | 0.35% | Add +3.1% | 340,050 | $21.7M |
| Vestmark Advisory Solutions, Inc. | 0.56% | Add +15.4% | 339,502 | $21.6M |
| Family Investment Center, Inc. | 5.05% | Reduce -24.8% | 324,082 | $20.7M |
| Southern Farm Bureau Life Insurance | 3.01% | Add +31.0% | 322,180 | $20.5M |
| Choice Wealth Advisors LLC | 10.27% | Reduce -1.2% | 309,128 | $19.7M |
| Francis Financial, Inc. | 4.69% | Add +588.3% | 302,699 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.7% | 291,324 | $18.6M |
| Vestor Capital, LLC | 1.49% | Add +0.6% | 284,249 | $18.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +23.2% | 263,649 | $16.8M |
| Buffington Mohr McNeal | 3.18% | Reduce -8.0% | 253,125 | $16.1M |
| Pallas Capital Advisors LLC | 0.67% | Add +0.6% | 251,528 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +80.6% | 248,306 | $15.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.7% | 214,399 | $13.7M |
| Tradition Wealth Management, LLC | 1.18% | Add +6.1% | 209,906 | $13.4M |
| Leo Wealth, LLC | 1.82% | Reduce -28.3% | 198,228 | $12.6M |
| Jones Financial Companies LLLP | 0.01% | Add +33.0% | 187,637 | $12.1M |
| Kendall Capital Management | 3.33% | Add +124.7% | 177,832 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.6% | 158,077 | $10.1M |
| Sax Wealth Advisors, LLC | 0.71% | Add +57.1% | 154,891 | $9.9M |
| Mascoma Wealth Management LLC | 2.43% | New | 152,972 | $9.7M |
| First Horizon Advisors, Inc. | 0.26% | Add +2.6% | 144,200 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +5.4% | 137,558 | $8.8M |
| Aspire Capital Advisors LLC | 2.55% | Add +23.3% | 134,067 | $8.5M |
| SIMA Wealth Partners, LLC | 6.61% | Add +8.2% | 124,905 | $8.0M |
| EdgeRock Capital LLC | 5.45% | New | 119,934 | $7.6M |
| Smithbridge Asset Management Inc. | 1.36% | — | 114,933 | $7.3M |
| Wagner Wealth Management, LLC | 1.59% | Add +6.0% | 100,405 | $6.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +103.7% | 97,868 | $6.2M |
| MN Wealth Advisors, LLC | 3.31% | Add +18.1% | 88,527 | $5.6M |
| Park Avenue Securities LLC | 0.07% | Add +3.2% | 84,831 | $5.4M |
| N.E.W. Advisory Services LLC | 0.40% | Add +105.9% | 82,553 | $5.3M |
| Unique Wealth, LLC | 0.87% | New | 71,953 | $4.6M |
| Bryant Woods Investment Advisors, LLC | 2.12% | Add +31.9% | 69,258 | $4.4M |
| West Michigan Advisors, LLC | 1.36% | Add +6.0% | 64,281 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.71% | Add +10.7% | 62,377 | $4.0M |
| Garden State Investment Advisory Services LLC | 1.27% | Reduce -20.9% | 62,275 | $4.0M |
| Bellevue Asset Management, LLC | 2.14% | Reduce -10.2% | 61,582 | $3.9M |
| Greenwood Capital Associates LLC | 0.52% | Add +37.0% | 60,134 | $3.8M |
| Arq Wealth Advisors, LLC | 1.30% | Add +10.1% | 55,033 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -24.1% | 54,486 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -22.9% | 54,289 | $3.5M |
| Kaizen Financial Strategies | 1.95% | New | 52,848 | $3.4M |
| Financial Connections Group, Inc. | 1.42% | Add +212.3% | 49,641 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -33.5% | 44,177 | $2.8M |
| Silver Oak Securities, Incorporated | 0.25% | Add +10.4% | 41,336 | $2.7M |
| Creative Financial Designs Inc. | 0.21% | Add +20.4% | 41,490 | $2.6M |
| Lokken Investment Group LLC | 0.92% | Reduce -1.6% | 34,094 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +9.7% | 31,465 | $2.0M |
| Western Wealth Management, LLC | 0.13% | Add +491.5% | 30,604 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.8% | 29,892 | $1.9M |
| Purus Wealth Management, LLC | 0.79% | Add +0.2% | 29,018 | $1.8M |
| HB Wealth Management, LLC | 0.02% | New | 28,164 | $1.8M |
| HBW Advisory Services LLC | 0.25% | Add +87.0% | 28,019 | $1.8M |
| Mutual Advisors, LLC | 0.05% | New | 27,234 | $1.8M |
| Parcion Private Wealth LLC | 0.14% | Reduce -95.8% | 26,773 | $1.7M |
| Valicenti Advisory Services Inc. | 0.42% | Reduce -7.0% | 25,535 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +124.8% | 25,352 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Reduce -2.0% | 25,294 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -3.3% | 23,665 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +21.9% | 22,787 | $1.5M |
| Marshall Financial Group, LLC | 0.32% | Reduce -6.0% | 22,644 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -9.4% | 21,593 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 19,851 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.58% | Reduce -2.2% | 19,823 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.9% | 18,512 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.49% | Add +33.6% | 17,153 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -6.9% | 16,966 | $1.1M |
| Blue Oak Capital, LLC | 0.58% | Reduce -10.3% | 16,466 | $1.0M |
| TFB Advisors LLC | 0.30% | Add +3.4% | 16,354 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 15,494 | $987K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -65.2% | 14,836 | $945K |
| Ascent Group, LLC | 0.03% | Reduce -2.1% | 12,133 | $773K |
| Gentry Private Wealth, LLC | 0.63% | Reduce -20.4% | 11,978 | $763K |
| TruNorth Capital Management, LLC | 0.18% | New | 11,628 | $741K |
| Integras Partners LLC | 0.69% | Reduce -1.2% | 11,356 | $724K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.2% | 11,099 | $707K |
| Lockerman Financial Group, Inc. | 1.07% | Reduce -4.9% | 11,075 | $706K |
| Captrust Financial Advisors | 0.00% | Reduce -10.8% | 10,741 | $684K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.7% | 10,633 | $678K |
| Wayfinding Financial, LLC | 0.29% | Add +4.7% | 10,384 | $661K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -5.0% | 9,403 | $599K |
| Citadel Advisors | 0.00% | Add +69.9% | 9,008 | $574K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,735 | $557K |
| Cooper Financial Group | 0.07% | New | 8,560 | $545K |
| 3Chopt Investment Partners, LLC | 0.14% | New | 8,476 | $540K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -24.2% | 8,294 | $528K |
| Northwest Capital Management Inc | 0.21% | Add +137.0% | 8,092 | $516K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -19.2% | 7,500 | $478K |
| Farther Finance Advisors, LLC | 0.01% | Add +138.3% | 7,186 | $458K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Reduce -97.4% | 7,056 | $450K |
| Golden State Wealth Management, LLC | 0.06% | Add +58.4% | 6,815 | $434K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -18.8% | 6,803 | $434K |
| Berger Financial Group, Inc | 0.03% | No change | 6,534 | $416K |
| StoneX Group Inc. | 0.02% | Add +30.2% | 6,394 | $407K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,366 | $406K |
| Gateway Wealth Partners, LLC | 0.08% | Add +45.5% | 5,834 | $372K |
| IFP Advisors, Inc | 0.01% | Add +9.9% | 5,752 | $367K |
| Fairvoy Private Wealth, LLC | 0.09% | New | 5,214 | $332K |
| Sovran Advisors, LLC | 0.04% | Add +2.8% | 5,235 | $331K |
| Patten Group, Inc. | 0.08% | No change | 5,171 | $329K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -80.8% | 5,057 | $322K |
| Signature Wealth Management Group | 0.12% | New | 4,965 | $316K |
| Firethorn Wealth Partners, LLC | 0.14% | Add +7.9% | 4,748 | $303K |
| Essex Financial Services, Inc. | 0.02% | Add +7.9% | 4,697 | $299K |
| Private Trust Co. NA | 0.03% | Reduce -12.3% | 4,678 | $298K |
| IFG Advisory, LLC | 0.02% | Add +19.5% | 4,484 | $286K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $277K |
| AdvisorNet Financial, Inc | 0.02% | Add +3.6% | 4,176 | $266K |
| United Advisor Group, LLC | 0.05% | New | 4,105 | $262K |
| Ameriprise Financial Inc. | 0.00% | New | 4,105 | $262K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.0% | 4,069 | $259K |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 4,039 | $257K |
| Tiemann Investment Advisors, LLC | 0.12% | Add +8.1% | 4,015 | $256K |
| Truist Financial Corp. | 0.00% | Add +3.5% | 3,841 | $245K |
| Integrated Capital Management, LLC | 0.13% | Reduce -1.2% | 3,784 | $241K |
| Shira Ridge Wealth Management | 0.12% | Reduce -6.3% | 3,687 | $235K |
| Mariner, LLC | 0.00% | Reduce -30.5% | 3,627 | $231K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,441 | $219K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,441 | $219K |
| Whipplewood Advisors, LLC | 0.13% | Reduce -98.6% | 46 | $219K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -7.0% | 3,284 | $209K |
| Semus Wealth Partners LLC | 0.14% | New | 3,201 | $204K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +396.3% | 2,690 | $171K |
| Olde Wealth Management, LLC | 0.05% | New | 2,164 | $137K |
| US Bancorp \de | 0.00% | New | 2,117 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +512.2% | 1,800 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,529 | $97K |
| Franklin Resources Inc. | 0.00% | Add +3.7% | 1,475 | $94K |
| Lowe Wealth Advisors, LLC | 0.03% | New | 1,086 | $69K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 995 | $63K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.5% | 826 | $53K |
| MAI Capital Management | 0.00% | Add +1331.6% | 816 | $52K |
| Paladin Advisory Group, LLC | 0.04% | New | 805 | $51K |
| Glenmede Trust Co. NA | 0.00% | New | 691 | $44K |
| Ameriflex Group, Inc. | 0.01% | New | 500 | $32K |
| NFSG Corp | 0.01% | New | 456 | $29K |
| AE Wealth Management LLC | 0.00% | Reduce -20.1% | 401 | $26K |
| Richardson Financial Services Inc. | 0.02% | Reduce -5.1% | 394 | $25K |
| NorthRock Partners, LLC | 0.00% | New | 379 | $24K |
| Rossby Financial, LCC | 0.01% | New | 307 | $20K |
| Park Square Financial Group, LLC | 0.02% | Reduce -6.3% | 315 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 275 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | New | 270 | $17K |
| Allworth Financial LP | 0.00% | Reduce -34.7% | 256 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -32.0% | 170 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 135 | $9K |
| Arax Advisory Partners | 0.00% | New | 106 | $7K |
| LGT Financial Advisors LLC | 0.02% | Add +9.5% | 104 | $7K |
| Comerica Bank | 0.00% | No change | 102 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -46.6% | 86 | $5K |
| Tsfg, LLC | 0.00% | No change | 78 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | New | 76 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 73 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.8% | 50 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 34 | $2K |
| Simplex Trading, LLC | 0.00% | Add +253.8% | 46 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -94.3% | 31 | $2K |
| Bfsg, LLC | 0.00% | New | 30 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 26 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 8 | $510 |
"% 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.