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 |
| HB Wealth Management, LLC | 0.02% | Reduce -0.1% | 32,687 | $2.4M |
| PCG Wealth Advisors, LLC | 0.68% | New | 31,509 | $2.3M |
| West Michigan Advisors, LLC | 0.55% | Reduce -51.9% | 31,044 | $2.3M |
| Sharkey, Howes & Javer | 0.29% | Add +58.4% | 30,874 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Add +6.8% | 30,259 | $2.3M |
| Purus Wealth Management, LLC | 0.71% | Add +1.4% | 30,142 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +393.0% | 29,989 | $2.2M |
| HBW Advisory Services LLC | 0.24% | Reduce -28.4% | 28,830 | $2.1M |
| Legacy Edge Advisors, LLC | 0.25% | Add +799.9% | 28,815 | $2.1M |
| WBH Advisory Inc. | 0.16% | Add +15.9% | 28,503 | $2.1M |
| Ignite Planners, LLC | 0.34% | Add +1.5% | 27,888 | $2.1M |
| Parcion Private Wealth LLC | 0.12% | No change | 26,473 | $1.9M |
| Belpointe Asset Management LLC | 0.07% | Add +4.7% | 26,472 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +50.0% | 25,668 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -1.9% | 25,543 | $1.9M |
| von Borstel & Associates, Inc. | 0.28% | New | 24,494 | $1.8M |
| Wayfinding Financial, LLC | 0.77% | Add +102.3% | 24,448 | $1.8M |
| Red Mountain Financial, LLC | 1.82% | Add +26.2% | 24,372 | $1.8M |
| Ascent Group, LLC | 0.06% | Add +76.6% | 23,842 | $1.8M |
| Lockerman Financial Group, Inc. | 2.19% | Add +103.4% | 23,590 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +219.0% | 22,317 | $1.6M |
| Balefire, LLC | 0.32% | Reduce -0.5% | 21,883 | $1.6M |
| Lake Street Private Wealth, LLC | 0.19% | Add +70.5% | 20,399 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.57% | Add +0.9% | 20,324 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +36.8% | 19,976 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.6% | 19,514 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.5% | 18,536 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +9.6% | 18,428 | $1.4M |
| Marshall Financial Group, LLC | 0.26% | Reduce -9.8% | 18,188 | $1.3M |
| StoneX Group Inc. | 0.06% | Add +143.3% | 17,176 | $1.3M |
| Cooper Financial Group | 0.14% | Add +93.6% | 17,160 | $1.3M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.1% | 17,073 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.28% | Add +36.5% | 17,011 | $1.3M |
| Planning Directions Inc. | 0.64% | Add +37.3% | 16,652 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | New | 16,541 | $1.2M |
| D.A. Davidson & Co. | 0.01% | New | 14,877 | $1.1M |
| IFP Advisors, Inc | 0.03% | Add +69.4% | 14,873 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.07% | Add +1.7% | 14,703 | $1.1M |
| Ruggaard & Associates LLC | 0.38% | New | 13,804 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +6.4% | 13,295 | $978K |
| GTS Securities LLC | 0.04% | New | 13,239 | $974K |
| TFB Advisors LLC | 0.27% | Reduce -38.7% | 12,625 | $931K |
| Compound Planning, Inc. | 0.03% | Reduce -23.8% | 12,362 | $909K |
| Integras Partners LLC | 0.71% | Add +2.6% | 11,959 | $879K |
| Firethorn Wealth Partners, LLC | 0.34% | Add +77.3% | 11,838 | $871K |
| Axxcess Wealth Management, LLC | 0.02% | Add +89.2% | 11,420 | $840K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +41.9% | 11,118 | $818K |
| Golden State Wealth Management, LLC | 0.09% | Add +43.4% | 10,670 | $785K |
| Lido Advisors, LLC | 0.00% | New | 10,610 | $780K |
| AdvisorNet Financial, Inc | 0.04% | Add +88.6% | 10,578 | $778K |
| First Bank & Trust | 0.13% | New | 10,505 | $773K |
| Integrated Capital Management, LLC | 0.33% | Add +4.9% | 9,790 | $738K |
| Arete Wealth Advisors, LLC | 0.05% | New | 9,943 | $738K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +398.0% | 9,890 | $727K |
| Private Trust Co. NA | 0.06% | Add +66.0% | 9,608 | $707K |
| Mariner, LLC | 0.00% | Add +224.6% | 9,555 | $703K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 9,160 | $674K |
| GeoWealth Management, LLC | 0.02% | Add +54.6% | 9,140 | $672K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +51.3% | 8,892 | $654K |
| Gentry Private Wealth, LLC | 0.43% | Reduce -30.2% | 8,362 | $615K |
| Northwest Capital Management Inc | 0.64% | Add +7.4% | 8,327 | $612K |
| Bank of Marin | 0.41% | Add +19.3% | 7,851 | $577K |
| Mgo One Seven LLC | 0.01% | New | 7,705 | $567K |
| HighTower Advisors, LLC | 0.00% | Add +64.5% | 7,560 | $556K |
| Tiemann Investment Advisors, LLC | 0.20% | No change | 7,115 | $523K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.4% | 7,113 | $523K |
| Gateway Wealth Partners, LLC | 0.07% | Add +48.1% | 7,008 | $515K |
| UBS Group AG | 0.00% | New | 6,755 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.6% | 6,748 | $496K |
| Berger Financial Group, Inc | 0.03% | No change | 6,534 | $481K |
| Stevens Capital Partners | 0.14% | Add +23.2% | 6,511 | $479K |
| Vise Technologies, Inc. | 0.02% | New | 6,371 | $469K |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +121.1% | 6,344 | $467K |
| Atlas Wealth LLC | 0.20% | New | 6,305 | $464K |
| Dearborn Partners LLC | 0.02% | New | 6,175 | $454K |
| Lowe Wealth Advisors, LLC | 0.16% | Add +89.9% | 6,126 | $451K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -21.0% | 5,995 | $441K |
| Phoenix Wealth Advisors | 0.17% | No change | 5,995 | $441K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -11.0% | 5,860 | $431K |
| Sovran Advisors, LLC | 0.04% | Add +6.1% | 5,715 | $425K |
| Fairvoy Private Wealth, LLC | 0.09% | Add +2.1% | 5,523 | $406K |
| Harbour Investments, Inc. | 0.01% | Add +561.1% | 5,461 | $402K |
| Quantum Financial Planning Services, Inc. | 0.16% | New | 5,448 | $401K |
| Cerity Partners LLC | 0.00% | New | 5,305 | $390K |
| Essex Financial Services, Inc. | 0.02% | Add +12.7% | 5,293 | $389K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.0% | 5,245 | $386K |
| Signature Wealth Management Group | 0.15% | Add +3.1% | 5,142 | $378K |
| Patten Group, Inc. | 0.07% | Reduce -1.5% | 5,092 | $374K |
| Semus Wealth Partners LLC | 0.21% | Add +32.1% | 5,012 | $369K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +21.1% | 4,995 | $367K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 4,871 | $358K |
| IFG Advisory, LLC | 0.02% | Add +1.4% | 4,765 | $350K |
| Creative Planning | 0.00% | New | 4,703 | $346K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 4,696 | $345K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,656 | $342K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 4,569 | $336K |
| &partners | 0.00% | Reduce -0.1% | 4,405 | $324K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $319K |
| Shira Ridge Wealth Management | 0.14% | Add +1.6% | 4,329 | $318K |
| AQR Capital Management | 0.00% | New | 4,138 | $304K |
| Cedar Mountain Advisors, LLC | 0.06% | Add +538.3% | 4,021 | $296K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 4,007 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,858 | $284K |
| BAM Wealth Management, LLC | 0.22% | — | 3,778 | $278K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Reduce -46.5% | 3,732 | $274K |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 3,729 | $274K |
| Composition Wealth, LLC | 0.00% | New | 3,676 | $270K |
| Mayfair Advisory Group, LLC | 0.12% | Add +8.2% | 3,650 | $268K |
| Genesis Private Wealth, LLC | 0.11% | Add +7.0% | 3,597 | $265K |
| Wells Fargo & Company | 0.00% | Add +590.9% | 3,579 | $263K |
| Traveka Wealth, LLC | 0.12% | New | 3,547 | $261K |
| Quotient Wealth Partners, LLC | 0.01% | New | 3,539 | $260K |
| Whipplewood Advisors, LLC | 0.16% | Reduce -0.2% | 3,337 | $245K |
| United Advisor Group, LLC | 0.03% | Reduce -11.7% | 3,256 | $239K |
| Advyzon Investment Management, LLC | 0.04% | No change | 3,207 | $236K |
| Allen Capital Group, LLC | 0.02% | No change | 3,154 | $232K |
| Advisory Services Network, LLC | 0.00% | New | 3,154 | $232K |
| FWG Holdings, LLC | 0.10% | New | 2,982 | $223K |
| Olde Wealth Management, LLC | 0.07% | — | 2,849 | $213K |
| Lakeridge Wealth Management LLC | 0.09% | New | 2,834 | $208K |
| Bank of America Corp. | 0.00% | Reduce -66.4% | 2,758 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -23.5% | 2,326 | $171K |
| US Bancorp \de | 0.00% | No change | 2,326 | $171K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 2,004 | $147K |
| Comerica Bank | 0.00% | Add +597.3% | 1,304 | $96K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 995 | $73K |
| MAI Capital Management | 0.00% | No change | 967 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10387.5% | 839 | $62K |
| Paladin Advisory Group, LLC | 0.05% | No change | 805 | $59K |
| Bulwark Capital Corp | 0.04% | No change | 720 | $53K |
| Banco de Sabadell, S.A | 0.03% | No change | 659 | $48K |
| GoalVest Advisory LLC | 0.01% | New | 625 | $46K |
| Aptus Capital Advisors, LLC | 0.00% | Add +434.0% | 566 | $42K |
| Tripletail Wealth Management, LLC | 0.04% | New | 490 | $37K |
| Richardson Financial Services Inc. | 0.02% | Reduce -16.5% | 421 | $31K |
| Bessemer Group Inc. | 0.00% | New | 390 | $29K |
| AE Wealth Management LLC | 0.00% | Add +30.8% | 365 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +568.1% | 314 | $23K |
| Capital Analysts, LLC | 0.00% | New | 308 | $23K |
| Rossby Financial, LCC | 0.01% | No change | 307 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 270 | $20K |
| Allworth Financial LP | 0.00% | No change | 256 | $19K |
| LGT Financial Advisors LLC | 0.04% | Add +99.2% | 255 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 254 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -97.0% | 242 | $18K |
| Asset Dedication, LLC | 0.00% | Reduce -14.2% | 236 | $17K |
| Anfield Capital Management, LLC | 0.00% | New | 198 | $15K |
| Raleigh Capital Management Inc. | 0.01% | No change | 185 | $14K |
| Ameriflex Group, Inc. | 0.00% | Add +100.0% | 160 | $12K |
| Family Legacy Financial Solutions, LLC | 0.01% | No change | 119 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 100 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.3% | 94 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 73 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 61 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 47 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 39 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | New | 26 | $2K |
| Caldwell Trust Co | 0.00% | New | 26 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 26 | $2K |
| Fairway Wealth LLC | 0.00% | New | 21 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 10 | $743 |
| Spire Wealth Management | 0.00% | New | 10 | $735 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 8 | $588 |
| Essential Partners LLC | 0.00% | Reduce -64.3% | 5 | $379 |
| Smartleaf Asset Management LLC | 0.00% | New | 5 | $365 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $147 |
| BlackRock, Inc. | 0.00% | New | 1 | $41 |
"% 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.