JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q2 2025 (June 30)231holders +39
49new positions
10sold out
2famous investors
$70.75avg. 13F price*
At the end of Q2 2025, 231 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 39 from Q1 2025. 49 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($4.2B), LPL Financial LLC ($286.7M) and FMR LLC ($178.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $147.2M |
| Exits | 10 | $2.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,046,108 shares bought and 4,929,625 shares sold, net +5,116,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -3.7% | 59,920,846 | $4.2B |
| LPL Financial LLC | 0.10% | Add +34.4% | 4,051,112 | $286.7M |
| FMR LLC | 0.01% | Reduce -8.5% | 2,528,022 | $178.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +183.9% | 2,061,888 | $145.9M |
| Assetmark, Inc. | 0.28% | Add +12.7% | 1,704,525 | $120.6M |
| Bogart Wealth, LLC | 4.90% | Add +107.5% | 1,621,384 | $114.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.6% | 1,413,400 | $100.0M |
| Cwm, LLC | 0.35% | Add +30.0% | 1,411,110 | $99.9M |
| MML Investors Services, LLC | 0.28% | Add +887.6% | 1,358,561 | $96.1M |
| Janney Montgomery Scott LLC | 0.23% | Add +12.1% | 1,252,180 | $88.6M |
| Sagespring Wealth Partners, LLC | 1.78% | Add +7.3% | 1,165,969 | $82.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 1,087,220 | $76.9M |
| Dynasty Wealth Management, LLC | 1.27% | Reduce -10.4% | 1,057,253 | $74.8M |
| Vestmark Advisory Solutions, Inc. | 1.02% | Add +194.9% | 1,001,264 | $70.9M |
| Conservest Capital Advisors, Inc. | 6.07% | Reduce -0.8% | 868,178 | $61.4M |
| Cetera Investment Advisers | 0.10% | Add +8.5% | 856,804 | $60.6M |
| Hughes Financial Services, LLC | 9.44% | Add +6.5% | 781,048 | $54.9M |
| New England Professional Planning Group Inc. | 24.79% | Reduce -0.1% | 768,955 | $54.4M |
| Private Advisor Group, LLC | 0.29% | Add +7.9% | 759,327 | $53.7M |
| Invesco Ltd. | 0.01% | No change | 739,000 | $52.3M |
| Osaic Holdings, Inc. | 0.09% | Add +58.2% | 750,730 | $51.5M |
| Richard P Slaughter Associates Inc | 10.49% | Add +15.9% | 726,790 | $51.4M |
| Great Valley Advisor Group, Inc. | 1.11% | Add +10.1% | 705,238 | $49.9M |
| Pure Financial Advisors, LLC | 0.84% | Reduce -1.4% | 676,057 | $47.8M |
| Raymond James Financial Inc. | 0.01% | Add +24.2% | 595,665 | $42.2M |
| Eastern Bank | 0.77% | New | 572,196 | $40.5M |
| First Financial Bank - Trust Division | 3.04% | Add +5.0% | 488,788 | $34.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.58% | Add +15.4% | 485,913 | $34.4M |
| Level Four Advisory Services, LLC | 1.17% | Add +3.0% | 450,142 | $31.9M |
| Cutler Investment Counsel LLC | 3.31% | Add +8.4% | 419,687 | $29.7M |
| Elk River Wealth Management LLC | 4.48% | Add +0.8% | 368,118 | $26.1M |
| Pallas Capital Advisors LLC | 0.95% | Add +39.6% | 351,234 | $24.9M |
| Francis Financial, Inc. | 5.34% | Add +7.8% | 326,329 | $23.1M |
| National Philanthropic Trust | 0.31% | Reduce -4.3% | 325,485 | $23.0M |
| Southern Farm Bureau Life Insurance | 2.91% | No change | 322,180 | $22.8M |
| Family Investment Center, Inc. | 4.98% | Reduce -4.2% | 310,510 | $22.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.3% | 306,630 | $21.7M |
| Choice Wealth Advisors LLC | 9.63% | Reduce -2.6% | 301,176 | $21.3M |
| Leo Wealth, LLC | 1.60% | Add +46.7% | 290,730 | $20.6M |
| Morgan Stanley | 0.00% | Reduce -83.7% | 284,814 | $20.2M |
| Capital Planning Advisors, LLC | 2.90% | New | 279,588 | $19.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.8% | 278,844 | $19.7M |
| Jones Financial Companies LLLP | 0.01% | Add +48.6% | 278,868 | $19.7M |
| Badgley Phelps Wealth Managers, LLC | 0.41% | New | 264,030 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.7% | 263,095 | $18.6M |
| EP Wealth Advisors, LLC | 0.12% | New | 249,433 | $17.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 245,766 | $17.4M |
| Kendall Capital Management | 4.59% | Add +38.0% | 245,388 | $17.4M |
| Tradition Wealth Management, LLC | 1.21% | Add +2.3% | 214,776 | $15.2M |
| Sax Wealth Advisors, LLC | 0.92% | Add +38.2% | 214,045 | $15.1M |
| EdgeRock Capital LLC | 4.15% | Add +54.6% | 185,366 | $13.1M |
| Mascoma Wealth Management LLC | 2.70% | Add +7.3% | 164,145 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.5% | 152,509 | $10.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +1495.9% | 139,399 | $9.9M |
| First Horizon Advisors, Inc. | 0.25% | Reduce -4.7% | 137,418 | $9.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.26% | Add +37.9% | 135,004 | $9.6M |
| Aspire Capital Advisors LLC | 2.62% | Reduce -0.2% | 133,823 | $9.5M |
| SIMA Wealth Partners, LLC | 7.09% | Reduce -0.6% | 124,184 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | New | 118,953 | $8.4M |
| Smithbridge Asset Management Inc. | 1.47% | Add +3.4% | 118,890 | $8.4M |
| MN Wealth Advisors, LLC | 4.34% | Add +19.1% | 105,407 | $7.5M |
| Wagner Wealth Management, LLC | 1.67% | Add +3.0% | 103,408 | $7.3M |
| Bryant Woods Investment Advisors, LLC | 3.12% | Add +47.5% | 102,131 | $7.2M |
| Park Avenue Securities LLC | 0.06% | Add +4.9% | 88,979 | $6.3M |
| Greenwood Capital Associates LLC | 0.73% | Add +37.3% | 82,571 | $5.8M |
| Financial Connections Group, Inc. | 2.34% | Add +61.4% | 80,133 | $5.7M |
| ForthRight Wealth Management, LLC | 1.74% | New | 78,919 | $5.6M |
| Etesian Wealth Advisors, Inc. | 2.07% | Add +25.7% | 78,431 | $5.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1425.9% | 77,167 | $5.5M |
| Base Wealth Management LLC | 3.40% | New | 74,874 | $5.3M |
| Unique Wealth, LLC | 0.82% | Reduce -0.6% | 71,556 | $5.1M |
| BridgePort Financial Solutions, LLC | 1.65% | Add +308.9% | 70,140 | $5.0M |
| Jane Street Group, LLC | 0.01% | Reduce -79.9% | 70,117 | $5.0M |
| Equitable Holdings, Inc. | 0.04% | Add +206.5% | 69,849 | $4.9M |
| Kaizen Financial Strategies | 2.40% | Add +25.6% | 66,401 | $4.7M |
| West Michigan Advisors, LLC | 1.29% | Add +0.3% | 64,506 | $4.6M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +12.2% | 61,135 | $4.3M |
| Bellevue Asset Management, LLC | 2.10% | Reduce -1.2% | 60,864 | $4.3M |
| Garden State Investment Advisory Services LLC | 1.16% | Reduce -2.7% | 60,587 | $4.3M |
| Convergence Financial, LLC | 0.68% | New | 56,005 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.9% | 55,301 | $3.9M |
| Arq Wealth Advisors, LLC | 1.20% | No change | 55,033 | $3.5M |
| IHT Wealth Management, LLC | 0.10% | New | 49,543 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.30% | Add +55.3% | 48,867 | $3.5M |
| Centerline Wealth Advisors, LLC | 1.50% | New | 43,113 | $3.1M |
| Silver Oak Securities, Incorporated | 0.25% | Add +3.3% | 42,713 | $3.0M |
| HBW Advisory Services LLC | 0.35% | Add +43.7% | 40,264 | $2.8M |
| Creative Financial Designs Inc. | 0.20% | Reduce -3.5% | 40,017 | $2.8M |
| Lokken Investment Group LLC | 0.95% | Add +2.0% | 34,766 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | — | 34,077 | $2.4M |
| WealthPlan Investment Management, LLC | 0.17% | New | 33,652 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +16.2% | 32,730 | $2.3M |
| Western Wealth Management, LLC | 0.13% | Add +4.4% | 31,960 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +6.3% | 31,791 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +26.6% | 29,948 | $2.1M |
| Purus Wealth Management, LLC | 0.73% | Add +2.4% | 29,718 | $2.1M |
| Mutual Advisors, LLC | 0.05% | Add +4.1% | 28,341 | $2.0M |
| Ignite Planners, LLC | 0.33% | New | 27,473 | $1.9M |
| Parcion Private Wealth LLC | 0.13% | Reduce -1.1% | 26,473 | $1.9M |
| Blue Oak Capital, LLC | 0.97% | Add +58.6% | 26,119 | $1.8M |
"% 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.