JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q1 2026 (March 31)343holders +29
48new positions
18sold out
1famous investor
$74.63avg. 13F price*
At the end of Q1 2026, 343 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 29 from Q4 2025. 48 opened new positions and 18 sold out. The largest holders were JPMorgan Chase & Co. ($4.2B), LPL Financial LLC ($487.7M) and FMR LLC ($267.2M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $142.1M |
| Exits | 18 | $3.7M |
All 13F filers, Q4 2025 → Q1 2026: 8,908,724 shares bought and 12,580,470 shares sold, net −3,671,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| JPMorgan Chase & Co. | 0.28% | Reduce -1.2% | 56,925,648 | $4.2B |
| LPL Financial LLC | 0.13% | Add +8.5% | 6,438,745 | $487.7M |
| FMR LLC | 0.01% | Add +7.8% | 3,528,400 | $267.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +7.0% | 3,100,818 | $234.9M |
| Eastern Bank | 2.64% | Add +93.6% | 2,032,841 | $154.0M |
| Cwm, LLC | 0.38% | Add +12.1% | 1,912,801 | $144.9M |
| Commonwealth Equity Services, LLC | 0.19% | Add +9.2% | 1,786,518 | $135.3M |
| MML Investors Services, LLC | 0.36% | Reduce -2.9% | 1,728,779 | $130.9M |
| Factory Mutual Insurance Co. | 1.42% | No change | 1,671,130 | $126.6M |
| Raymond James Financial Inc. | 0.04% | Add +19.8% | 1,614,667 | $122.3M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -16.5% | 1,483,867 | $112.4M |
| Assetmark, Inc. | 0.23% | Reduce -0.6% | 1,481,556 | $112.2M |
| Dynasty Wealth Management, LLC | 0.96% | Reduce -9.9% | 1,455,928 | $110.3M |
| Cetera Investment Advisers | 0.10% | Add +3.4% | 1,282,396 | $97.1M |
| Bogart Wealth, LLC | 3.56% | Add +1.2% | 1,218,933 | $92.3M |
| Vestmark Advisory Solutions, Inc. | 1.02% | Reduce -2.5% | 1,215,729 | $92.1M |
| Sagespring Wealth Partners, LLC | 1.53% | Reduce -32.0% | 1,109,538 | $84.0M |
| Jane Street Group, LLC | 0.09% | Add +927.4% | 1,050,000 | $79.5M |
| Private Advisor Group, LLC | 0.34% | Add +1.9% | 950,313 | $72.0M |
| Invesco Ltd. | 0.01% | No change | 918,000 | $69.5M |
| Conservest Capital Advisors, Inc. | 6.29% | Add +4.5% | 916,819 | $69.4M |
| Hughes Financial Services, LLC | 9.94% | Add +3.9% | 854,338 | $64.7M |
| Great Valley Advisor Group, Inc. | 1.12% | Add +0.7% | 813,094 | $61.6M |
| New England Professional Planning Group Inc. | 24.62% | Add +1.6% | 777,722 | $58.9M |
| Richard P Slaughter Associates Inc | 12.66% | Add +2.5% | 772,797 | $58.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.79% | Add +13.5% | 713,966 | $54.1M |
| Osaic Holdings, Inc. | 0.08% | Add +10.0% | 691,673 | $52.4M |
| Pure Financial Advisors, LLC | 0.72% | Reduce -1.1% | 654,040 | $49.5M |
| Jones Financial Companies LLLP | 0.02% | Add +22.5% | 619,316 | $45.3M |
| Ameriprise Financial Inc. | 0.01% | Add +69.2% | 572,237 | $43.3M |
| HighPoint Advisor Group LLC | 1.76% | Add +16.3% | 555,560 | $42.1M |
| First Financial Bank - Trust Division | 3.05% | Add +7.2% | 499,984 | $37.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.7% | 499,799 | $37.9M |
| Kelly Financial Group LLC | 9.46% | New | 496,488 | $37.6M |
| Daymark Wealth Partners, LLC | 1.17% | Add +7.9% | 490,451 | $37.1M |
| Modern Wealth Management, LLC | 0.62% | Add +2.7% | 468,588 | $36.1M |
| Cutler Investment Counsel LLC | 3.65% | Add +0.5% | 467,420 | $35.4M |
| Level Four Advisory Services, LLC | 1.15% | Reduce -9.7% | 461,721 | $35.0M |
| National Philanthropic Trust | 0.33% | Add +12.1% | 410,810 | $31.1M |
| Pallas Capital Advisors LLC | 1.12% | Reduce -7.2% | 393,272 | $29.8M |
| Francis Financial, Inc. | 5.50% | Add +6.4% | 390,783 | $29.6M |
| Elk River Wealth Management LLC | 4.68% | Add +0.9% | 371,727 | $28.2M |
| WealthPlan Investment Management, LLC | 1.54% | Add +76.8% | 364,349 | $27.6M |
| EdgeRock Capital LLC | 7.43% | Add +27.1% | 362,475 | $27.5M |
| Citadel Advisors | 0.02% | Add +1518.8% | 338,982 | $25.7M |
| Madison Asset Management, LLC | 0.31% | Add +8.0% | 335,261 | $25.4M |
| Kendall Capital Management | 5.20% | Add +2.9% | 334,741 | $25.4M |
| Integrated Wealth Concepts LLC | 0.20% | Add +432.7% | 332,811 | $25.2M |
| Vestor Capital, LLC | 1.79% | Add +55716.2% | 326,525 | $24.7M |
| Capital Planning Advisors, LLC | 3.56% | Add +2.2% | 325,345 | $24.6M |
| Southern Farm Bureau Life Insurance | 2.57% | No change | 322,180 | $24.4M |
| Sax Wealth Advisors, LLC | 1.17% | Reduce -0.8% | 323,410 | $24.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.65% | Add +22.9% | 308,098 | $23.3M |
| Morgan Stanley | 0.00% | Add +6.4% | 307,395 | $23.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.2% | 303,266 | $23.0M |
| Choice Wealth Advisors LLC | 9.00% | Add +0.7% | 302,764 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 296,736 | $22.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.1% | 295,695 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -38.0% | 292,889 | $22.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 287,036 | $21.7M |
| Tradition Wealth Management, LLC | 1.49% | Add +8.5% | 277,006 | $21.0M |
| Family Investment Center, Inc. | 4.00% | Reduce -2.5% | 274,475 | $20.8M |
| Leo Wealth, LLC | 1.45% | Reduce -16.1% | 263,346 | $19.9M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -1.2% | 260,386 | $19.7M |
| Badgley Phelps Wealth Managers, LLC | 0.39% | Add +0.6% | 257,085 | $19.5M |
| Wells Fargo & Company | 0.00% | Add +95.8% | 236,361 | $17.9M |
| Navigation Group, LLC | 3.91% | — | 220,388 | $16.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.93% | Add +863.0% | 217,941 | $16.6M |
| Mascoma Wealth Management LLC | 3.35% | Add +21.1% | 213,979 | $16.2M |
| Equitable Holdings, Inc. | 0.09% | Add +23.9% | 190,593 | $14.3M |
| Park Avenue Securities LLC | 0.10% | Add +0.9% | 174,482 | $13.2M |
| Bank of America Corp. | 0.00% | Add +287.9% | 168,609 | $12.8M |
| Bryant Woods Investment Advisors, LLC | 4.20% | Add +17.4% | 150,823 | $11.4M |
| Smithbridge Asset Management Inc. | 1.65% | Reduce -46.1% | 146,817 | $11.1M |
| Unique Wealth, LLC | 1.50% | Add +49.1% | 142,882 | $10.8M |
| National Bank of Canada | 0.01% | New | 130,600 | $9.9M |
| Greenwood Capital Associates LLC | 1.09% | Add +1.8% | 130,417 | $9.9M |
| SIMA Wealth Partners, LLC | 7.50% | Add +0.5% | 130,059 | $9.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | — | 128,700 | $9.7M |
| Galvin, Gaustad & Stein, LLC | 0.79% | Add +53.0% | 128,047 | $9.7M |
| ForthRight Wealth Management, LLC | 2.61% | Add +11.2% | 121,613 | $9.2M |
| Perigon Wealth Management, LLC | 0.17% | New | 121,017 | $9.2M |
| Providence Financial Advisors, LLC | 5.19% | Add +7.5% | 120,162 | $9.1M |
| Wagner Wealth Management, LLC | 1.72% | Add +3.0% | 112,518 | $8.5M |
| MN Wealth Advisors, LLC | 4.15% | Add +6.9% | 112,438 | $8.5M |
| Arkadios Wealth Advisors | 0.14% | New | 111,077 | $8.4M |
| First National Bank of Mount Dora, Trust Investment Services | 1.81% | New | 110,705 | $8.4M |
| Etesian Wealth Advisors, Inc. | 2.42% | Add +2.1% | 99,968 | $7.6M |
| Base Wealth Management LLC | 4.10% | Add +3.9% | 96,772 | $7.3M |
| Kaizen Financial Strategies | 3.00% | Add +11.2% | 88,160 | $7.1M |
| Centerline Wealth Advisors, LLC | 2.42% | Reduce -4.5% | 88,767 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +24.9% | 84,517 | $6.4M |
| Fulton Bank, N.A. | 0.22% | New | 83,493 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.6% | 80,359 | $6.2M |
| Ascent Group, LLC | 0.21% | Add +249.3% | 79,490 | $6.0M |
| Investors Portfolio Services LLC | 5.53% | Add +10.1% | 78,722 | $6.0M |
| BridgePort Financial Solutions, LLC | 1.66% | Add +10.2% | 77,505 | $5.9M |
| Garden State Investment Advisory Services LLC | 1.34% | Add +3.4% | 74,170 | $5.6M |
| Apella Capital, LLC | 0.08% | New | 68,951 | $5.6M |
| Financial Connections Group, Inc. | 1.95% | Reduce -4.3% | 74,025 | $5.6M |
"% 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.