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 |
| Global Retirement Partners, LLC | 0.05% | Reduce -2.1% | 39,256 | $2.9M |
| Legacy Edge Advisors, LLC | 0.32% | Add +34.8% | 38,845 | $2.9M |
| Valicenti Advisory Services Inc. | 0.60% | Add +3.8% | 38,102 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -65.8% | 36,852 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.0% | 36,708 | $2.7M |
| Dakota Wealth Management | 0.05% | New | 36,445 | $2.7M |
| 5T Wealth, LLC | 1.08% | New | 36,170 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +78.0% | 35,558 | $2.7M |
| Cooper Financial Group | 0.28% | Add +107.1% | 35,541 | $2.7M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -3.5% | 35,528 | $2.7M |
| Peck Wealth Management, LLC | 2.45% | Add +3.8% | 34,634 | $2.6M |
| Western Wealth Management, LLC | 0.12% | Add +1.1% | 34,202 | $2.6M |
| WBH Advisory Inc. | 0.19% | Add +17.7% | 33,558 | $2.5M |
| Ignite Planners, LLC | 0.38% | Add +14.0% | 31,797 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +10.6% | 33,153 | $2.5M |
| Purus Wealth Management, LLC | 0.73% | Add +4.1% | 31,389 | $2.4M |
| PCG Wealth Advisors, LLC | 0.66% | Reduce -0.5% | 31,366 | $2.3M |
| West Michigan Advisors, LLC | 0.54% | Add +0.9% | 31,335 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -5.3% | 30,941 | $2.3M |
| World Investment Advisors | 0.04% | New | 30,329 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.3% | 30,175 | $2.3M |
| Red Mountain Financial, LLC | 2.18% | Add +21.9% | 29,704 | $2.2M |
| Sharkey, Howes & Javer | 0.28% | Reduce -5.6% | 29,133 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +154.8% | 27,037 | $2.0M |
| Parcion Private Wealth LLC | 0.12% | No change | 26,473 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -2.9% | 25,694 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -1.3% | 25,204 | $1.9M |
| Wayfinding Financial, LLC | 0.78% | Add +1.2% | 24,738 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 24,165 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2668.9% | 23,231 | $1.7M |
| Lockerman Financial Group, Inc. | 3.33% | Reduce -1.8% | 23,171 | $1.7M |
| Lake Street Private Wealth, LLC | 0.21% | Add +12.8% | 23,009 | $1.7M |
| Ascent Group, LLC | 0.06% | Reduce -4.6% | 22,754 | $1.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.20% | — | 22,631 | $1.7M |
| Vise Technologies, Inc. | 0.03% | Add +251.1% | 22,366 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.4% | 21,945 | $1.6M |
| 1015 Capital Partners, LLC | 1.58% | — | 21,510 | $1.6M |
| Boyer Financial Services, Inc. | 1.67% | — | 20,709 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -75.0% | 20,941 | $1.6M |
| Lane Brothers & Co. Inc. | 1.13% | — | 20,897 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +13.3% | 20,876 | $1.6M |
| Balefire, LLC | 0.30% | Reduce -6.2% | 20,519 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.58% | Add +0.1% | 20,340 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.31% | Add +9.2% | 18,573 | $1.4M |
| Creative Financial Designs Inc. | 0.09% | Reduce -51.0% | 18,568 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +21.8% | 18,108 | $1.4M |
| Golden State Wealth Management, LLC | 0.14% | Add +67.5% | 17,871 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +33.2% | 17,704 | $1.3M |
| Planning Directions Inc. | 0.66% | Add +4.9% | 17,473 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.09% | Add +272.9% | 17,036 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -34.4% | 16,831 | $1.3M |
| Elevation Wealth Management LLC | 1.20% | — | 16,646 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +110.4% | 15,903 | $1.2M |
| Marshall Financial Group, LLC | 0.23% | Reduce -13.4% | 15,746 | $1.2M |
| GTS Securities LLC | 0.04% | Add +17.4% | 15,547 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -7.0% | 15,376 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 14,877 | $1.1M |
| Merited Wealth, LLC | 1.03% | — | 14,781 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.11% | Reduce -0.2% | 14,673 | $1.1M |
| Ruggaard & Associates LLC | 0.42% | Add +2.5% | 14,152 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +13.4% | 12,956 | $970K |
| Saxony Capital Management, LLC | 0.59% | New | 12,772 | $956K |
| Twin Peaks Wealth Advisors, LLC | 0.28% | New | 11,761 | $955K |
| TFB Advisors LLC | 0.26% | Reduce -0.3% | 12,583 | $942K |
| McLaughlin Asset Management, Inc. | 0.84% | — | 12,534 | $939K |
| First Bank & Trust | 0.15% | Add +15.8% | 12,164 | $911K |
| Firethorn Wealth Partners, LLC | 0.34% | Add +2.1% | 12,093 | $905K |
| Integras Partners LLC | 0.69% | Reduce -4.5% | 11,415 | $855K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.7% | 11,307 | $847K |
| AdvisorNet Financial, Inc | 0.04% | Add +5.2% | 11,124 | $833K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +20.1% | 10,999 | $824K |
| Stevens Capital Partners | 0.21% | Add +66.1% | 10,813 | $810K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +19.3% | 10,611 | $795K |
| Ameritas Advisory Services, LLC | 0.03% | New | 10,211 | $765K |
| Integrated Capital Management, LLC | 0.32% | Add +1.4% | 9,922 | $743K |
| GeoWealth Management, LLC | 0.03% | Add +7.8% | 9,853 | $738K |
| Quantum Financial Planning Services, Inc. | 0.26% | Add +77.5% | 9,672 | $724K |
| Mariner, LLC | 0.00% | Add +0.3% | 9,586 | $718K |
| Private Trust Co. NA | 0.06% | Reduce -0.8% | 9,533 | $714K |
| StoneX Group Inc. | 0.03% | Reduce -45.8% | 9,318 | $698K |
| Northwest Capital Management Inc | 3.01% | Add +11.5% | 9,288 | $695K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.6% | 9,240 | $692K |
| Dearborn Partners LLC | 0.03% | Add +48.9% | 9,195 | $689K |
| Compound Planning, Inc. | 0.02% | Reduce -29.2% | 8,751 | $655K |
| Atlas Wealth LLC | 0.26% | Add +37.8% | 8,690 | $651K |
| Creative Planning | 0.00% | Add +83.4% | 8,625 | $646K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,442 | $632K |
| MAI Capital Management | 0.00% | Add +747.9% | 8,199 | $614K |
| Gateway Wealth Partners, LLC | 0.07% | Add +16.4% | 8,154 | $611K |
| Bank of Marin | 0.41% | No change | 7,851 | $588K |
| Gentry Private Wealth, LLC | 0.35% | Reduce -10.2% | 7,511 | $562K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.3% | 7,270 | $544K |
| &partners | 0.00% | Add +63.3% | 7,195 | $539K |
| Traveka Wealth, LLC | 0.21% | Add +98.8% | 7,052 | $528K |
| Tiemann Investment Advisors, LLC | 0.20% | Reduce -1.4% | 7,015 | $525K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,935 | $519K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 6,893 | $516K |
| WealthPLAN Partners, LLC | 0.08% | New | 6,877 | $515K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +44.1% | 6,767 | $507K |
| Berger Financial Group, Inc | 0.03% | Add +2.3% | 6,683 | $500K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +5.2% | 6,673 | $500K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -8.8% | 6,487 | $486K |
| Mayfair Advisory Group, LLC | 0.18% | Add +69.9% | 6,201 | $470K |
| Independence Asset Advisors, LLC | 0.26% | New | 6,214 | $465K |
| Fairvoy Private Wealth, LLC | 0.10% | Add +9.0% | 6,021 | $451K |
| Sovran Advisors, LLC | 0.04% | Add +1.5% | 5,800 | $450K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +2.5% | 6,005 | $450K |
| Phoenix Wealth Advisors | 0.17% | No change | 5,995 | $449K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,730 | $429K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +16.1% | 5,653 | $423K |
| Harbour Investments, Inc. | 0.01% | Add +2.9% | 5,617 | $421K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +11.0% | 5,543 | $415K |
| Cary Street Partners Financial LLC | 0.01% | Add +4.3% | 5,469 | $410K |
| Bank of New York Mellon Corp | 0.00% | Reduce -99.5% | 5,368 | $402K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 5,300 | $397K |
| Signature Wealth Management Group | 0.16% | Add +2.3% | 5,260 | $394K |
| Patten Group, Inc. | 0.07% | Add +0.5% | 5,115 | $383K |
| McDonald Partners LLC | 0.12% | New | 5,078 | $380K |
| IFG Advisory, LLC | 0.02% | Add +4.7% | 4,990 | $374K |
| Semus Wealth Partners LLC | 0.20% | Reduce -0.5% | 4,988 | $373K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,981 | $373K |
| Cerity Partners LLC | 0.00% | Reduce -8.1% | 4,874 | $365K |
| Merit Financial Group, LLC | 0.00% | New | 4,734 | $354K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,656 | $349K |
| Aegis Wealth Management, Inc. | 0.27% | — | 4,558 | $341K |
| Olde Wealth Management, LLC | 0.10% | Add +59.8% | 4,553 | $340K |
| PUREfi Wealth, LLC | 0.26% | New | 4,498 | $337K |
| Shira Ridge Wealth Management | 0.13% | Add +3.2% | 4,466 | $334K |
| DAVENPORT & Co LLC | 0.00% | New | 4,442 | $333K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $325K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +5.7% | 4,079 | $305K |
| Beaird Harris Wealth Management, LLC | 0.02% | New | 4,075 | $305K |
| Cedar Mountain Advisors, LLC | 0.06% | No change | 4,021 | $301K |
| Stephens Inc. | 0.00% | New | 3,970 | $297K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 3,751 | $281K |
| Genesis Private Wealth, LLC | 0.09% | Add +2.1% | 3,673 | $275K |
| Composition Wealth, LLC | 0.00% | Reduce -0.5% | 3,658 | $274K |
| Advisory Services Network, LLC | 0.00% | Add +15.3% | 3,638 | $272K |
| Advyzon Investment Management, LLC | 0.03% | Add +11.3% | 3,569 | $267K |
| BAM Wealth Management, LLC | 0.19% | Reduce -7.9% | 3,478 | $260K |
| Renaissance Technologies | 0.00% | New | 3,300 | $247K |
| Whipplewood Advisors, LLC | 0.16% | Reduce -1.2% | 3,298 | $247K |
| FWG Holdings, LLC | 0.09% | Add +3.4% | 3,083 | $242K |
| Lakeridge Wealth Management LLC | 0.11% | Add +12.7% | 3,193 | $239K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -10.4% | 3,172 | $238K |
| United Advisor Group, LLC | 0.03% | Reduce -4.4% | 3,114 | $233K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,054 | $229K |
| Csenge Advisory Group | 0.01% | New | 2,943 | $220K |
| Allen Capital Group, LLC | 0.02% | Reduce -6.8% | 2,938 | $220K |
| Kennedy Investment Group, Inc. | 0.08% | New | 2,852 | $214K |
| Millington Financial Advisors, LLC | 0.09% | New | 2,584 | $207K |
| Financial Partners Group, Inc | 0.02% | New | 2,615 | $205K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,718 | $203K |
| Elm3 Financial Group, LLC | 0.17% | New | 2,682 | $201K |
| US Bancorp \de | 0.00% | Add +14.0% | 2,651 | $199K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.4% | 2,317 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 2,081 | $160K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -2.4% | 1,957 | $147K |
| Capital Analysts, LLC | 0.00% | Add +476.6% | 1,776 | $133K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,609 | $120K |
| Portfolio Resources Advisor Group, Inc. | 0.10% | — | 1,320 | $99K |
| Comerica Bank | 0.00% | Add +0.3% | 1,308 | $98K |
| N.E.W. Advisory Services LLC | 0.01% | Add +406.2% | 1,225 | $92K |
| Ameriflex Group, Inc. | 0.04% | Add +603.1% | 1,125 | $84K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 995 | $75K |
| Quadrant Capital Group LLC | 0.00% | New | 885 | $66K |
| Paladin Advisory Group, LLC | 0.04% | No change | 805 | $60K |
| Aptus Capital Advisors, LLC | 0.00% | Add +37.5% | 778 | $58K |
| Root Financial Partners, LLC | 0.00% | Add +654.0% | 754 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 743 | $56K |
| Banco de Sabadell, S.A | 0.03% | No change | 659 | $49K |
| Vision Retirement, LLC | 0.01% | — | 653 | $49K |
| International Assets Investment Management, LLC | 0.00% | New | 576 | $43K |
| Miller Global Investments, LLC | 0.04% | — | 555 | $42K |
| GoalVest Advisory LLC | 0.01% | Reduce -15.5% | 528 | $40K |
| Signature Equity Partners, LLC | 0.02% | — | 469 | $35K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 461 | $35K |
| Dunhill Financial, LLC | 0.01% | New | 402 | $30K |
| Arax Advisory Partners | 0.00% | New | 390 | $29K |
| Bessemer Group Inc. | 0.00% | No change | 390 | $29K |
| UBS Group AG | 0.00% | Reduce -95.3% | 316 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 314 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 308 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -16.7% | 304 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.3% | 279 | $21K |
| Vestor Capital, LLC | 0.00% | Reduce -99.8% | 585 | $20K |
| Allworth Financial LP | 0.00% | No change | 256 | $19K |
| Key Capital Management, INC | 0.02% | — | 239 | $18K |
| Asset Dedication, LLC | 0.00% | Reduce -5.5% | 223 | $17K |
| Richardson Financial Services Inc. | 0.01% | Reduce -47.5% | 221 | $17K |
| Millstone Evans Group, LLC | 0.01% | New | 201 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 198 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -54.7% | 139 | $10K |
| LGT Financial Advisors LLC | 0.06% | Reduce -51.0% | 125 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 103 | $8K |
| Bank of Montreal | 0.00% | New | 95 | $6K |
| Register Financial Advisors LLC | 0.00% | No change | 73 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +173.1% | 71 | $5K |
| Larson Financial Group LLC | 0.00% | New | 68 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 57 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 39 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 35 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 32 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 26 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 23 | $2K |
| SHP Wealth Management | 0.00% | — | 21 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 15 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +180.0% | 14 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 11 | $824 |
| Spire Wealth Management | 0.00% | Reduce -10.0% | 9 | $674 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $150 |
| BlackRock, Inc. | 0.00% | No change | 1 | $42 |
"% 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.