JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q4 2025 (December 31)314holders +46
49new positions
21sold out
2famous investors
$74.74avg. 13F price*
At the end of Q4 2025, 314 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 46 from Q3 2025. 49 opened new positions and 21 sold out. The largest holders were JPMorgan Chase & Co. ($4.3B), Susquehanna International Group, LLP ($753.1M) and LPL Financial LLC ($444.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Int Res Enh Eqty
- CUSIP
- 46641Q134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $180.4M |
| Exits | 21 | $11.5M |
All 13F filers, Q3 2025 → Q4 2025: 17,489,996 shares bought and 6,728,860 shares sold, net +10,761,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -6.1% | 57,617,571 | $4.3B |
| Susquehanna International Group, LLP | 1.03% | Add +51442.2% | 10,057,946 | $753.1M |
| LPL Financial LLC | 0.12% | Add +3.1% | 5,936,698 | $444.5M |
| FMR LLC | 0.01% | Add +18.6% | 3,272,122 | $245.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.0% | 2,898,625 | $217.0M |
| MML Investors Services, LLC | 0.32% | Add +18.8% | 1,780,194 | $133.3M |
| Janney Montgomery Scott LLC | 0.31% | Add +2.6% | 1,777,070 | $133.1M |
| Cwm, LLC | 0.35% | Add +12.7% | 1,706,206 | $127.8M |
| Factory Mutual Insurance Co. | 1.27% | New | 1,671,130 | $125.1M |
| Commonwealth Equity Services, LLC | 0.16% | Add +7.3% | 1,636,548 | $122.5M |
| Dynasty Wealth Management, LLC | 1.19% | Add +9.6% | 1,616,537 | $121.0M |
| Assetmark, Inc. | 0.23% | Reduce -5.5% | 1,490,268 | $111.6M |
| Sagespring Wealth Partners, LLC | 1.89% | Add +10.2% | 1,632,821 | $103.8M |
| Raymond James Financial Inc. | 0.03% | Add +20.7% | 1,347,980 | $100.9M |
| Vestmark Advisory Solutions, Inc. | 1.26% | Add +9.9% | 1,246,584 | $93.3M |
| Cetera Investment Advisers | 0.10% | Add +11.9% | 1,240,202 | $92.9M |
| Bogart Wealth, LLC | 3.62% | Reduce -26.2% | 1,204,109 | $90.2M |
| Eastern Bank | 1.36% | Add +3.1% | 1,049,850 | $78.6M |
| Private Advisor Group, LLC | 0.33% | Add +1.9% | 932,480 | $69.8M |
| Invesco Ltd. | 0.01% | No change | 918,000 | $68.7M |
| Conservest Capital Advisors, Inc. | 5.92% | Add +0.0% | 876,883 | $65.7M |
| Hughes Financial Services, LLC | 9.67% | Add +2.3% | 822,617 | $61.6M |
| Great Valley Advisor Group, Inc. | 1.16% | Add +3.6% | 807,304 | $60.5M |
| New England Professional Planning Group Inc. | 24.03% | Add +0.9% | 765,871 | $57.3M |
| Richard P Slaughter Associates Inc | 11.84% | Add +5.4% | 754,348 | $56.5M |
| Pure Financial Advisors, LLC | 0.74% | Add +1.0% | 661,354 | $49.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.71% | Add +14.0% | 629,076 | $47.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -21.4% | 628,804 | $47.1M |
| Level Four Advisory Services, LLC | 1.25% | Add +2.1% | 511,036 | $38.3M |
| Jones Financial Companies LLLP | 0.02% | Add +41.8% | 505,580 | $37.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.5% | 496,275 | $37.2M |
| HighPoint Advisor Group LLC | 0.79% | New | 477,694 | $35.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +41.7% | 471,987 | $35.3M |
| First Financial Bank - Trust Division | 2.87% | Add +3.0% | 466,225 | $34.9M |
| Cutler Investment Counsel LLC | 3.62% | Add +4.6% | 465,225 | $34.8M |
| Modern Wealth Management, LLC | 0.62% | Add +24.6% | 456,208 | $34.2M |
| Daymark Wealth Partners, LLC | 1.08% | Add +2563.3% | 454,696 | $34.0M |
| Pallas Capital Advisors LLC | 1.05% | Add +12.5% | 423,633 | $31.7M |
| Francis Financial, Inc. | 5.38% | Add +5.2% | 367,367 | $27.5M |
| Elk River Wealth Management LLC | 4.42% | Reduce -1.0% | 368,322 | $27.5M |
| National Philanthropic Trust | 0.27% | Add +17.6% | 366,523 | $27.4M |
| Ameriprise Financial Inc. | 0.01% | Add +602.7% | 338,269 | $25.3M |
| Sax Wealth Advisors, LLC | 1.15% | Add +12.1% | 326,182 | $24.4M |
| Kendall Capital Management | 5.10% | Add +7.3% | 325,315 | $24.4M |
| Southern Farm Bureau Life Insurance | 2.49% | No change | 322,180 | $24.1M |
| Capital Planning Advisors, LLC | 3.19% | Add +3.9% | 318,343 | $23.8M |
| Leo Wealth, LLC | 1.70% | Add +61.8% | 313,751 | $23.5M |
| Madison Asset Management, LLC | 0.27% | Reduce -0.1% | 310,496 | $23.2M |
| Choice Wealth Advisors LLC | 8.90% | Add +0.1% | 300,715 | $22.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +45.6% | 290,996 | $21.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.0% | 292,398 | $21.9M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 288,842 | $21.6M |
| EdgeRock Capital LLC | 5.68% | Add +6.6% | 285,201 | $21.4M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 282,365 | $21.1M |
| Family Investment Center, Inc. | 4.26% | Reduce -2.9% | 281,619 | $21.1M |
| Smithbridge Asset Management Inc. | 1.74% | Add +115.7% | 272,505 | $20.4M |
| EP Wealth Advisors, LLC | 0.10% | — | 263,536 | $19.7M |
| Badgley Phelps Wealth Managers, LLC | 0.35% | Reduce -6.6% | 255,467 | $19.1M |
| Tradition Wealth Management, LLC | 1.37% | Add +8.8% | 255,404 | $19.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.45% | Add +32.3% | 250,644 | $18.8M |
| WealthPlan Investment Management, LLC | 0.98% | Add +33.2% | 206,140 | $15.4M |
| Mascoma Wealth Management LLC | 2.84% | Add +2.8% | 176,620 | $13.2M |
| Park Avenue Securities LLC | 0.11% | Add +4.6% | 172,957 | $13.0M |
| Equitable Holdings, Inc. | 0.08% | Add +38.9% | 153,888 | $11.5M |
| Aspire Capital Advisors LLC | 2.54% | Add +4.0% | 144,210 | $10.8M |
| SIMA Wealth Partners, LLC | 7.37% | Add +1.5% | 129,463 | $9.7M |
| Bryant Woods Investment Advisors, LLC | 3.73% | Add +11.8% | 128,458 | $9.6M |
| Greenwood Capital Associates LLC | 1.04% | Add +28.5% | 128,163 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +3272.1% | 120,689 | $9.0M |
| Providence Financial Advisors, LLC | 8.35% | Add +0.6% | 111,777 | $8.4M |
| ForthRight Wealth Management, LLC | 2.35% | Add +16.8% | 109,333 | $8.2M |
| Wagner Wealth Management, LLC | 1.74% | Add +3.6% | 109,204 | $8.2M |
| MN Wealth Advisors, LLC | 3.98% | Reduce -3.2% | 105,191 | $7.9M |
| Jane Street Group, LLC | 0.01% | Reduce -66.0% | 102,199 | $7.7M |
| Etesian Wealth Advisors, Inc. | 2.30% | Add +8.8% | 97,931 | $7.3M |
| Unique Wealth, LLC | 1.00% | Add +11.0% | 95,820 | $7.2M |
| Base Wealth Management LLC | 3.75% | Add +10.8% | 93,118 | $7.0M |
| Centerline Wealth Advisors, LLC | 2.52% | Add +0.3% | 92,954 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.6% | 81,642 | $6.3M |
| Galvin, Gaustad & Stein, LLC | 0.50% | Add +5.6% | 83,689 | $6.3M |
| Kaizen Financial Strategies | 2.63% | Add +5.3% | 79,310 | $5.9M |
| Financial Connections Group, Inc. | 1.99% | Reduce -2.0% | 77,343 | $5.8M |
| Bellevue Asset Management, LLC | 1.81% | Add +3.6% | 74,581 | $5.6M |
| Garden State Investment Advisory Services LLC | 1.28% | Add +16.2% | 71,744 | $5.4M |
| Investors Portfolio Services LLC | 4.82% | — | 71,492 | $5.4M |
| Sacks & Associates, LLC | 3.88% | — | 70,473 | $5.3M |
| BridgePort Financial Solutions, LLC | 1.42% | Reduce -1.5% | 70,353 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +203.1% | 67,638 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -82.9% | 62,477 | $4.7M |
| Arq Wealth Advisors, LLC | 1.23% | Add +21.0% | 61,008 | $4.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +30.9% | 57,288 | $4.3M |
| Hopwood Nicholas Hunter | 1.35% | — | 55,461 | $4.2M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.5% | 51,758 | $3.9M |
| Silver Oak Securities, Incorporated | 0.24% | Add +2.7% | 47,505 | $3.6M |
| Mgo One Seven LLC | 0.07% | Add +499.6% | 46,195 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -4.8% | 45,694 | $3.4M |
| HBW Advisory Services LLC | 0.37% | Add +58.0% | 45,561 | $3.4M |
| OpenArc Corporate Advisory, LLC | 0.05% | — | 44,095 | $3.3M |
| Bank of America Corp. | 0.00% | Add +1476.0% | 43,465 | $3.3M |
| Scotia Capital Inc. | 0.01% | Add +7.6% | 43,284 | $3.2M |
"% 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.