JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q3 2025 (September 30)268holders +37
53new positions
15sold out
2famous investors
$73.37avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 37 from Q2 2025. 53 opened new positions and 15 sold out. The largest holders were JPMorgan Chase & Co. ($4.5B), LPL Financial LLC ($423.6M) and FMR LLC ($203.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $93.7M |
| Exits | 15 | $6.6M |
All 13F filers, Q2 2025 → Q3 2025: 11,419,656 shares bought and 706,681 shares sold, net +10,712,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| JPMorgan Chase & Co. | 0.29% | Add +2.4% | 61,341,220 | $4.5B |
| LPL Financial LLC | 0.12% | Add +42.2% | 5,759,697 | $423.6M |
| FMR LLC | 0.01% | Add +9.2% | 2,759,820 | $203.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +32.6% | 2,734,295 | $201.1M |
| Janney Montgomery Scott LLC | 0.30% | Add +38.3% | 1,731,288 | $127.3M |
| Bogart Wealth, LLC | 4.87% | Add +0.6% | 1,631,713 | $120.0M |
| Assetmark, Inc. | 0.25% | Reduce -7.4% | 1,577,628 | $116.0M |
| Commonwealth Equity Services, LLC | 0.15% | Add +7.9% | 1,524,632 | $112.1M |
| Cwm, LLC | 0.34% | Add +7.3% | 1,514,521 | $111.4M |
| MML Investors Services, LLC | 0.29% | Add +10.3% | 1,498,831 | $110.2M |
| Dynasty Wealth Management, LLC | 1.45% | Add +39.5% | 1,475,057 | $108.5M |
| Sagespring Wealth Partners, LLC | 1.78% | Add +27.1% | 1,481,410 | $90.8M |
| Vestmark Advisory Solutions, Inc. | 1.59% | Add +13.3% | 1,134,168 | $83.4M |
| Raymond James Financial Inc. | 0.03% | Add +87.4% | 1,116,398 | $82.1M |
| Cetera Investment Advisers | 0.09% | Add +29.4% | 1,108,723 | $81.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.7% | 1,105,727 | $81.3M |
| Eastern Bank | 1.33% | Add +78.0% | 1,018,563 | $74.9M |
| Invesco Ltd. | 0.01% | Add +24.2% | 918,000 | $67.5M |
| Private Advisor Group, LLC | 0.33% | Add +20.6% | 915,381 | $67.3M |
| Conservest Capital Advisors, Inc. | 5.97% | Add +1.0% | 876,831 | $64.5M |
| Hughes Financial Services, LLC | 9.61% | Add +2.9% | 803,917 | $60.4M |
| Osaic Holdings, Inc. | 0.08% | Add +6.6% | 800,026 | $58.1M |
| Great Valley Advisor Group, Inc. | 1.15% | Add +10.5% | 779,066 | $57.3M |
| New England Professional Planning Group Inc. | 24.92% | Reduce -1.3% | 759,048 | $54.4M |
| Richard P Slaughter Associates Inc | 11.34% | Reduce -1.5% | 715,613 | $52.6M |
| Pure Financial Advisors, LLC | 0.77% | Reduce -3.1% | 654,990 | $48.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.64% | Add +13.6% | 551,912 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +64.3% | 503,863 | $37.1M |
| Level Four Advisory Services, LLC | 1.26% | Add +11.2% | 500,467 | $36.8M |
| First Financial Bank - Trust Division | 2.84% | Reduce -7.4% | 452,457 | $33.3M |
| Cutler Investment Counsel LLC | 3.43% | Add +6.0% | 444,745 | $32.7M |
| Pallas Capital Advisors LLC | 1.02% | Add +7.2% | 376,660 | $27.7M |
| Elk River Wealth Management LLC | 4.38% | Add +1.0% | 371,923 | $27.4M |
| Modern Wealth Management, LLC | 0.53% | New | 366,043 | $26.9M |
| Integrated Wealth Concepts LLC | 0.24% | Add +559.2% | 364,545 | $26.8M |
| Jones Financial Companies LLLP | 0.02% | Add +27.9% | 356,676 | $26.0M |
| Francis Financial, Inc. | 4.58% | Add +7.0% | 349,065 | $25.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +26.6% | 333,136 | $24.5M |
| Morgan Stanley | 0.00% | Add +14.2% | 325,371 | $23.9M |
| Southern Farm Bureau Life Insurance | 2.80% | No change | 322,180 | $23.7M |
| National Philanthropic Trust | 0.26% | Reduce -4.2% | 311,707 | $22.9M |
| Madison Asset Management, LLC | 0.25% | New | 310,862 | $22.9M |
| Capital Planning Advisors, LLC | 3.09% | Add +9.6% | 306,323 | $22.5M |
| Kendall Capital Management | 5.03% | Add +23.6% | 303,288 | $22.3M |
| Jane Street Group, LLC | 0.03% | Add +328.9% | 300,766 | $22.1M |
| Choice Wealth Advisors LLC | 9.47% | Reduce -0.2% | 300,572 | $22.1M |
| Sax Wealth Advisors, LLC | 1.15% | Add +35.9% | 290,983 | $21.4M |
| Family Investment Center, Inc. | 4.43% | Reduce -6.6% | 289,968 | $21.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.8% | 281,184 | $20.7M |
| Vestor Capital, LLC | 1.31% | Add +46112.2% | 277,735 | $20.4M |
| Badgley Phelps Wealth Managers, LLC | 0.42% | Add +3.6% | 273,560 | $20.1M |
| EdgeRock Capital LLC | 5.48% | Add +44.3% | 267,516 | $19.7M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 265,024 | $19.5M |
| Tradition Wealth Management, LLC | 1.28% | Add +9.3% | 234,736 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | New | 199,897 | $14.7M |
| Leo Wealth, LLC | 1.85% | Reduce -33.3% | 193,969 | $14.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.34% | Add +40.3% | 189,410 | $13.9M |
| Mascoma Wealth Management LLC | 2.79% | Add +4.7% | 171,835 | $12.6M |
| Park Avenue Securities LLC | 0.09% | Add +85.8% | 165,341 | $12.2M |
| WealthPlan Investment Management, LLC | 0.75% | Add +359.9% | 154,755 | $11.4M |
| Aspire Capital Advisors LLC | 2.52% | Add +3.7% | 138,730 | $10.2M |
| SIMA Wealth Partners, LLC | 7.18% | Add +2.8% | 127,599 | $9.4M |
| Smithbridge Asset Management Inc. | 1.35% | Add +6.3% | 126,356 | $9.3M |
| Bryant Woods Investment Advisors, LLC | 3.31% | Add +12.6% | 114,955 | $8.5M |
| Providence Financial Advisors, LLC | 7.79% | — | 111,094 | $8.2M |
| Equitable Holdings, Inc. | 0.06% | Add +58.6% | 110,762 | $8.1M |
| MN Wealth Advisors, LLC | 4.25% | Add +3.0% | 108,618 | $7.9M |
| Kingsview Wealth Management, LLC | 0.12% | Add +39.6% | 107,740 | $7.9M |
| Wagner Wealth Management, LLC | 1.80% | Add +1.9% | 105,373 | $7.7M |
| Greenwood Capital Associates LLC | 0.85% | Add +20.8% | 99,759 | $7.3M |
| ForthRight Wealth Management, LLC | 2.00% | Add +18.6% | 93,582 | $6.9M |
| Centerline Wealth Advisors, LLC | 2.97% | Add +115.0% | 92,690 | $6.8M |
| Etesian Wealth Advisors, Inc. | 2.19% | Add +14.8% | 90,021 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -43.9% | 85,549 | $6.4M |
| Unique Wealth, LLC | 0.93% | Add +20.6% | 86,324 | $6.3M |
| Base Wealth Management LLC | 3.52% | Add +12.2% | 84,023 | $6.2M |
| Citadel Advisors | 0.01% | Add +792.9% | 83,850 | $6.2M |
| Galvin, Gaustad & Stein, LLC | 0.48% | Add +62.1% | 79,232 | $5.8M |
| Financial Connections Group, Inc. | 2.26% | Reduce -1.5% | 78,928 | $5.8M |
| Kaizen Financial Strategies | 2.53% | Add +13.4% | 75,320 | $5.6M |
| Bellevue Asset Management, LLC | 2.44% | Add +18.2% | 71,963 | $5.3M |
| BridgePort Financial Solutions, LLC | 1.41% | Add +1.8% | 71,404 | $5.3M |
| Garden State Investment Advisory Services LLC | 1.15% | Add +1.9% | 61,719 | $4.5M |
| TBH Global Asset Management, LLC | 0.88% | New | 61,531 | $4.5M |
| IHT Wealth Management, LLC | 0.10% | Add +5.0% | 52,041 | $3.8M |
| Arq Wealth Advisors, LLC | 1.10% | Reduce -8.4% | 50,408 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1190.9% | 48,139 | $3.5M |
| CreativeOne Wealth, LLC | 0.09% | Add +60.3% | 47,998 | $3.5M |
| Silver Oak Securities, Incorporated | 0.25% | Add +8.3% | 46,268 | $3.4M |
| National Bank of Canada | 0.00% | New | 45,400 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -28.4% | 43,752 | $3.2M |
| Scotia Capital Inc. | 0.01% | New | 40,228 | $3.0M |
| Global Retirement Partners, LLC | 0.07% | Add +17.6% | 40,086 | $2.9M |
| Creative Financial Designs Inc. | 0.19% | Reduce -5.2% | 37,919 | $2.8M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +76.7% | 36,798 | $2.7M |
| Valicenti Advisory Services Inc. | 0.58% | Add +45.9% | 36,711 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +13.2% | 35,987 | $2.6M |
| Lokken Investment Group LLC | 0.90% | Add +2.6% | 35,666 | $2.6M |
| Western Wealth Management, LLC | 0.13% | Add +5.8% | 33,819 | $2.5M |
| Peck Wealth Management, LLC | 2.35% | — | 33,380 | $2.5M |
"% 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.