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 |
| Geneos Wealth Management Inc. | 0.04% | Add +2.7% | 26,047 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.1% | 25,276 | $1.8M |
| Valicenti Advisory Services Inc. | 0.42% | Reduce -1.5% | 25,161 | $1.8M |
| WBH Advisory Inc. | 0.15% | New | 24,584 | $1.7M |
| Balefire, LLC | 0.34% | New | 21,998 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +1.4% | 21,897 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +22.7% | 20,823 | $1.5M |
| TFB Advisors LLC | 0.38% | Add +25.9% | 20,582 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.60% | Add +1.6% | 20,151 | $1.4M |
| Marshall Financial Group, LLC | 0.28% | Reduce -11.0% | 20,158 | $1.4M |
| Sharkey, Howes & Javer | 0.18% | New | 19,492 | $1.4M |
| Red Mountain Financial, LLC | 1.52% | New | 19,313 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | New | 17,255 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +60.9% | 17,107 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +8.5% | 16,816 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +47.1% | 16,330 | $1.2M |
| Compound Planning, Inc. | 0.04% | New | 16,214 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -21.1% | 14,603 | $1.0M |
| Lionsbridge Wealth Management LLC | 1.02% | New | 14,462 | $1.0M |
| Ascent Group, LLC | 0.04% | Add +11.3% | 13,500 | $955K |
| Captrust Financial Advisors | 0.00% | Add +16.3% | 12,492 | $884K |
| 3Chopt Investment Partners, LLC | 0.21% | Add +47.0% | 12,460 | $882K |
| Planning Directions Inc. | 0.48% | New | 12,130 | $858K |
| Gentry Private Wealth, LLC | 0.65% | Add +0.0% | 11,980 | $848K |
| Lake Street Private Wealth, LLC | 0.12% | Add +27.2% | 11,963 | $847K |
| Wayfinding Financial, LLC | 0.38% | Add +16.4% | 12,087 | $844K |
| Integras Partners LLC | 0.89% | Add +2.7% | 11,660 | $825K |
| Lockerman Financial Group, Inc. | 1.10% | Add +4.7% | 11,598 | $821K |
| Renaissance Technologies | 0.00% | New | 10,100 | $715K |
| Citadel Advisors | 0.00% | Add +4.3% | 9,391 | $665K |
| Integrated Capital Management, LLC | 0.31% | Add +146.7% | 9,334 | $656K |
| Cooper Financial Group | 0.07% | Add +3.5% | 8,864 | $627K |
| IFP Advisors, Inc | 0.02% | Add +52.6% | 8,780 | $621K |
| Bank of America Corp. | 0.00% | Reduce -81.4% | 8,210 | $581K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -90.3% | 8,015 | $567K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +335.2% | 7,833 | $554K |
| Northwest Capital Management Inc | 0.30% | Reduce -4.2% | 7,751 | $549K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.6% | 7,586 | $537K |
| Golden State Wealth Management, LLC | 0.06% | Add +9.2% | 7,439 | $526K |
| Tiemann Investment Advisors, LLC | 0.21% | Add +77.2% | 7,115 | $504K |
| StoneX Group Inc. | 0.02% | Add +10.4% | 7,059 | $500K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.1% | 7,016 | $497K |
| Stifel Financial Corp. | 0.00% | New | 6,995 | $495K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Reduce -1.1% | 6,981 | $494K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +40.6% | 6,676 | $472K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -12.2% | 6,585 | $466K |
| Bank of Marin | 0.35% | New | 6,583 | $466K |
| Berger Financial Group, Inc | 0.03% | No change | 6,534 | $462K |
| Atria Investments, Inc | 0.01% | New | 6,083 | $430K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,037 | $427K |
| Phoenix Wealth Advisors | 0.18% | New | 5,995 | $424K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.6% | 5,992 | $424K |
| GeoWealth Management, LLC | 0.02% | Add +45.3% | 5,912 | $418K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.7% | 5,876 | $416K |
| Private Trust Co. NA | 0.04% | Add +23.7% | 5,788 | $410K |
| AdvisorNet Financial, Inc | 0.03% | Add +34.3% | 5,609 | $397K |
| Fairvoy Private Wealth, LLC | 0.10% | Add +3.8% | 5,410 | $383K |
| Sovran Advisors, LLC | 0.04% | Add +2.9% | 5,387 | $380K |
| Stevens Capital Partners | 0.13% | New | 5,286 | $372K |
| Patten Group, Inc. | 0.08% | No change | 5,171 | $366K |
| Signature Wealth Management Group | 0.14% | Add +0.5% | 4,989 | $353K |
| Cary Street Partners Financial LLC | 0.01% | New | 4,858 | $344K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -18.9% | 4,733 | $335K |
| IFG Advisory, LLC | 0.02% | Add +4.8% | 4,700 | $333K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,697 | $332K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 4,656 | $330K |
| HighTower Advisors, LLC | 0.00% | Add +13.8% | 4,597 | $325K |
| &partners | 0.00% | New | 4,408 | $312K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $307K |
| Shira Ridge Wealth Management | 0.14% | Add +15.6% | 4,262 | $302K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,126 | $291K |
| Franklin Resources Inc. | 0.00% | Add +172.7% | 4,022 | $285K |
| Sterling Investment Counsel, LLC | 0.16% | Add +18.7% | 3,898 | $276K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 3,823 | $271K |
| Semus Wealth Partners LLC | 0.17% | Add +18.6% | 3,795 | $269K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.2% | 3,729 | $264K |
| United Advisor Group, LLC | 0.05% | Reduce -10.2% | 3,688 | $261K |
| Vestor Capital, LLC | 0.02% | Reduce -99.8% | 601 | $255K |
| Mayfair Advisory Group, LLC | 0.11% | New | 3,373 | $241K |
| Genesis Private Wealth, LLC | 0.11% | New | 3,361 | $238K |
| Whipplewood Advisors, LLC | 0.13% | Add +7171.7% | 3,345 | $237K |
| Lowe Wealth Advisors, LLC | 0.09% | Add +197.1% | 3,226 | $228K |
| Advyzon Investment Management, LLC | 0.05% | New | 3,207 | $227K |
| Legacy Edge Advisors, LLC | 0.03% | New | 3,202 | $227K |
| Allen Capital Group, LLC | 0.02% | New | 3,154 | $223K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.1% | 3,042 | $215K |
| Mariner, LLC | 0.00% | Reduce -18.8% | 2,944 | $208K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -65.4% | 2,871 | $203K |
| Cary Street Partners Investment Advisory LLC | 0.10% | New | 2,869 | $203K |
| US Bancorp \de | 0.00% | Add +9.9% | 2,326 | $165K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1068.2% | 1,986 | $141K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 995 | $70K |
| MAI Capital Management | 0.00% | Add +18.5% | 967 | $68K |
| Harbour Investments, Inc. | 0.00% | No change | 826 | $58K |
| Paladin Advisory Group, LLC | 0.04% | No change | 805 | $57K |
| Bulwark Capital Corp | 0.04% | — | 720 | $51K |
| Banco de Sabadell, S.A | 0.03% | New | 659 | $47K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 630 | $45K |
| Wells Fargo & Company | 0.00% | Add +1571.0% | 518 | $37K |
| Richardson Financial Services Inc. | 0.02% | Add +27.9% | 504 | $36K |
| Creekmur Asset Management LLC | 0.01% | New | 479 | $34K |
| Blue Trust, Inc. | 0.00% | New | 421 | $30K |
| Logan Capital Management Inc. | 0.00% | New | 370 | $26K |
| Park Square Financial Group, LLC | 0.02% | Add +13.0% | 356 | $25K |
| Total Investment Management Inc. | 0.00% | New | 336 | $24K |
| Rossby Financial, LCC | 0.01% | No change | 307 | $22K |
| AE Wealth Management LLC | 0.00% | Reduce -30.4% | 279 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 275 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 270 | $19K |
| Allworth Financial LP | 0.00% | No change | 256 | $18K |
| Principal Securities, Inc. | 0.00% | Add +27.0% | 254 | $18K |
| Comerica Bank | 0.00% | Add +83.3% | 187 | $13K |
| Raleigh Capital Management Inc. | 0.01% | New | 185 | $13K |
| LGT Financial Advisors LLC | 0.02% | Add +23.1% | 128 | $9K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 119 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Add +23.3% | 106 | $8K |
| Arax Advisory Partners | 0.00% | No change | 106 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 106 | $8K |
| Tsfg, LLC | 0.00% | No change | 78 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 83 | $6K |
| Transce3nd, LLC | 0.00% | New | 83 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -84.0% | 80 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 73 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Add +34.0% | 67 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 47 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +50.0% | 39 | $3K |
| Kiker Wealth Management, LLC | 0.00% | No change | 27 | $2K |
| Essential Partners LLC | 0.00% | — | 14 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 8 | $566 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.5% | 8 | $566 |
| Trust Co. of Vermont | 0.00% | New | 2 | $142 |
"% 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.