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 |
| Magnolia Capital Advisors LLC | 1.08% | New | 72,284 | $5.5M |
| Sacks & Associates, LLC | 4.03% | Add +1.6% | 71,635 | $5.4M |
| Axxcess Wealth Management, LLC | 0.17% | Add +447.6% | 70,947 | $5.4M |
| Bellevue Asset Management, LLC | 2.53% | Reduce -10.5% | 66,734 | $5.1M |
| Lido Advisors, LLC | 0.02% | Add +144.6% | 66,118 | $5.0M |
| Arq Wealth Advisors, LLC | 0.88% | Add +5.8% | 64,557 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +8.6% | 62,194 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +74.7% | 62,132 | $4.7M |
| IHT Wealth Management, LLC | 0.10% | Add +13.7% | 58,853 | $4.5M |
| OpenArc Corporate Advisory, LLC | 0.06% | Add +32.6% | 58,483 | $4.4M |
| Hopwood Nicholas Hunter | 1.40% | Add +4.5% | 57,963 | $4.4M |
| Scotia Capital Inc. | 0.02% | Add +32.5% | 57,357 | $4.3M |
| Storen Legacy Partners, LLC | 1.23% | New | 51,691 | $3.9M |
| HBW Advisory Services LLC | 0.40% | Add +9.6% | 49,925 | $3.8M |
| Silver Oak Securities, Incorporated | 0.26% | Reduce -0.7% | 47,191 | $3.6M |
| NewEdge Wealth, LLC | 0.04% | New | 47,158 | $3.6M |
| Ignite Planners, LLC | 0.54% | Add +44.4% | 45,906 | $3.5M |
| Legacy Edge Advisors, LLC | 0.37% | Add +18.2% | 45,908 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -2.9% | 44,357 | $3.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +14.2% | 42,073 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +64.1% | 39,653 | $3.0M |
| Aspire Capital Advisors LLC | 0.64% | Reduce -73.8% | 37,793 | $2.9M |
| Cooper Financial Group | 0.29% | Add +4.9% | 37,268 | $2.8M |
| Merited Wealth, LLC | 2.31% | Add +148.3% | 36,709 | $2.8M |
| Gateway Wealth Partners, LLC | 0.11% | Add +343.4% | 36,156 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -1.7% | 36,099 | $2.7M |
| WBH Advisory Inc. | 0.20% | Add +4.2% | 34,968 | $2.7M |
| 5T Wealth, LLC | 1.06% | Reduce -1.9% | 35,473 | $2.7M |
| Mutual Advisors, LLC | 0.06% | Add +13.2% | 34,152 | $2.6M |
| Purus Wealth Management, LLC | 0.82% | Add +7.7% | 33,805 | $2.6M |
| Western Wealth Management, LLC | 0.10% | Reduce -3.4% | 33,031 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -7.2% | 32,983 | $2.5M |
| TBH Global Asset Management, LLC | 0.50% | New | 32,678 | $2.5M |
| Truist Financial Corp. | 0.00% | New | 31,548 | $2.4M |
| Sharkey, Howes & Javer | 0.32% | Add +7.8% | 31,394 | $2.4M |
| WealthPLAN Partners, LLC | 0.46% | Add +354.6% | 31,260 | $2.4M |
| Red Mountain Financial, LLC | 2.23% | Add +5.0% | 31,204 | $2.4M |
| PCG Wealth Advisors, LLC | 0.60% | Reduce -0.9% | 31,091 | $2.4M |
| Twin Peaks Wealth Advisors, LLC | 0.59% | Add +163.5% | 30,993 | $2.3M |
| Mgo One Seven LLC | 0.05% | Reduce -33.9% | 30,529 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.6% | 30,450 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 29,528 | $2.2M |
| Ascentis Independent Advisors | 0.17% | New | 29,401 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.4% | 29,056 | $2.2M |
| Peck Wealth Management, LLC | 2.20% | Reduce -16.3% | 28,988 | $2.2M |
| Valicenti Advisory Services Inc. | 0.46% | Reduce -26.9% | 27,837 | $2.1M |
| Independence Asset Advisors, LLC | 0.76% | Add +345.4% | 27,678 | $2.1M |
| Boyer Financial Services, Inc. | 2.21% | Add +32.7% | 27,483 | $2.1M |
| 1015 Capital Partners, LLC | 2.01% | Add +26.7% | 27,260 | $2.1M |
| Parcion Private Wealth LLC | 0.12% | No change | 26,473 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Add +1.2% | 26,005 | $2.0M |
| Wayfinding Financial, LLC | 0.84% | Add +3.5% | 25,596 | $1.9M |
| Signal Advisors Wealth, LLC | 0.13% | New | 25,006 | $1.9M |
| McDonald Partners LLC | 0.44% | Add +388.9% | 24,827 | $1.9M |
| Elevation Wealth Management LLC | 1.69% | Add +45.7% | 24,254 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.3% | 23,987 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -34.7% | 23,791 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +46.4% | 23,288 | $1.8M |
| Lake Street Private Wealth, LLC | 0.22% | Reduce -1.7% | 22,609 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +7.8% | 22,508 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -25.8% | 22,492 | $1.7M |
| Lane Brothers & Co. Inc. | 1.24% | Add +7.1% | 22,379 | $1.7M |
| Vise Technologies, Inc. | 0.03% | No change | 22,366 | $1.7M |
| IFP Advisors, Inc | 0.03% | Add +20.8% | 21,873 | $1.7M |
| Lockerman Financial Group, Inc. | 2.96% | Reduce -6.3% | 21,717 | $1.6M |
| StoneX Group Inc. | 0.09% | Add +132.1% | 21,625 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +22.2% | 20,820 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -37.5% | 20,706 | $1.6M |
| Balefire, LLC | 0.29% | Reduce -1.3% | 20,244 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.60% | Reduce -3.1% | 19,711 | $1.5M |
| Planning Directions Inc. | 0.75% | Add +12.7% | 19,687 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -23.4% | 19,318 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | Add +7.2% | 19,150 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.4% | 18,587 | $1.4M |
| 3Chopt Investment Partners, LLC | 0.32% | Reduce -1.2% | 18,355 | $1.4M |
| First Bank & Trust | 0.21% | Add +43.6% | 17,469 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Reduce -6.3% | 17,401 | $1.3M |
| West Michigan Advisors, LLC | 0.29% | Reduce -45.0% | 17,245 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 17,220 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 17,018 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +7.9% | 16,588 | $1.3M |
| Harbor Investment Advisory, LLC | 0.10% | Add +5602.1% | 15,909 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 14,877 | $1.1M |
| Ruggaard & Associates LLC | 0.44% | Add +3.3% | 14,612 | $1.1M |
| Stevens Capital Partners | 0.26% | Add +30.5% | 14,115 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +66.5% | 14,056 | $1.1M |
| Dearborn Partners LLC | 0.06% | Add +51.4% | 13,920 | $1.1M |
| Saxony Capital Management, LLC | 0.59% | Add +5.3% | 13,442 | $1.0M |
| McLaughlin Asset Management, Inc. | 0.92% | Add +0.9% | 12,650 | $958K |
| Navis Wealth Advisors, LLC | 0.47% | New | 12,250 | $928K |
| Advisory Services Network, LLC | 0.01% | Add +233.0% | 12,116 | $918K |
| Integras Partners LLC | 0.60% | Add +6.1% | 12,116 | $918K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 12,076 | $915K |
| Quantum Financial Planning Services, Inc. | 0.32% | Add +23.4% | 11,939 | $904K |
| Firethorn Wealth Partners, LLC | 0.33% | Reduce -2.8% | 11,756 | $890K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.4% | 11,729 | $888K |
| Integrated Capital Management, LLC | 0.37% | Add +16.8% | 11,587 | $878K |
| LRI Investments, LLC | 0.07% | New | 11,146 | $844K |
| Cornerstone Wealth Management, LLC | 0.04% | No change | 10,999 | $833K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +61.4% | 10,768 | $816K |
| Focus Partners Wealth | 0.00% | New | 10,652 | $807K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.5% | 10,160 | $770K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -4.7% | 10,110 | $766K |
| Sanchez Gaunt Capital Management, LLC | 0.48% | — | 10,090 | $764K |
| Arete Wealth Advisors, LLC | 0.06% | New | 10,015 | $759K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.5% | 9,845 | $746K |
| Marshall Financial Group, LLC | 0.12% | Reduce -38.0% | 9,767 | $740K |
| Essex Financial Services, Inc. | 0.04% | Add +83.6% | 9,729 | $737K |
| Mariner, LLC | 0.00% | No change | 9,586 | $726K |
| Susquehanna International Group, LLP | 0.00% | Reduce -99.9% | 9,373 | $710K |
| DAVENPORT & Co LLC | 0.00% | Add +110.5% | 9,352 | $708K |
| Private Trust Co. NA | 0.06% | Reduce -3.9% | 9,157 | $694K |
| GeoWealth Management, LLC | 0.02% | Reduce -9.0% | 8,969 | $679K |
| MAI Capital Management | 0.00% | Add +9.4% | 8,968 | $679K |
| Compound Planning, Inc. | 0.02% | No change | 8,751 | $663K |
| Atlas Wealth LLC | 0.26% | No change | 8,690 | $658K |
| Emergent Wealth Advisors, LLC | 0.39% | New | 8,670 | $657K |
| Harbour Investments, Inc. | 0.01% | Add +48.5% | 8,339 | $632K |
| Bank of Marin | 0.45% | Add +3.8% | 8,146 | $617K |
| Aprio Wealth Management, LLC | 0.03% | New | 7,920 | $600K |
| Cary Street Partners Financial LLC | 0.01% | Add +42.8% | 7,808 | $591K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.1% | 7,798 | $591K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +11.3% | 7,532 | $570K |
| &partners | 0.00% | Add +2.1% | 7,349 | $557K |
| Plan Group Financial, LLC | 0.13% | New | 7,307 | $553K |
| Gentry Private Wealth, LLC | 0.33% | Reduce -4.3% | 7,188 | $544K |
| Cardinal Point Capital Management ULC | 0.03% | New | 7,128 | $540K |
| Mayfair Advisory Group, LLC | 0.19% | Add +14.2% | 7,080 | $536K |
| Tiemann Investment Advisors, LLC | 0.20% | Reduce -1.8% | 6,890 | $522K |
| Berger Financial Group, Inc | 0.03% | No change | 6,683 | $506K |
| Sovran Advisors, LLC | 0.04% | Add +9.3% | 6,337 | $506K |
| Fairvoy Private Wealth, LLC | 0.12% | Add +9.8% | 6,611 | $501K |
| TFB Advisors LLC | 0.26% | Reduce -48.7% | 6,459 | $489K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.5% | 6,390 | $484K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.7% | 6,277 | $484K |
| Phoenix Wealth Advisors | 0.18% | No change | 5,995 | $454K |
| Eaton Financial Holdings Company, LLC | 0.15% | New | 5,972 | $452K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.4% | 5,733 | $434K |
| Creative Planning | 0.00% | Reduce -35.3% | 5,583 | $423K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.6% | 5,410 | $410K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -10.2% | 5,395 | $409K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 5,290 | $401K |
| Cerity Partners LLC | 0.00% | Add +5.7% | 5,151 | $390K |
| Patten Group, Inc. | 0.07% | Reduce -1.5% | 5,040 | $382K |
| Aegis Wealth Management, Inc. | 0.29% | Add +8.3% | 4,935 | $374K |
| Bessemer Group Inc. | 0.00% | Add +1156.4% | 4,900 | $371K |
| Semus Wealth Partners LLC | 0.21% | Reduce -2.0% | 4,888 | $370K |
| Signature Wealth Management Group | 0.14% | Reduce -7.3% | 4,874 | $369K |
| Cpwa, LLC | 0.44% | — | 4,534 | $366K |
| Stephens Inc. | 0.00% | Add +18.5% | 4,705 | $356K |
| TritonPoint Partners, LLC | 0.13% | New | 4,692 | $355K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,656 | $353K |
| Olde Wealth Management, LLC | 0.11% | Add +0.4% | 4,572 | $346K |
| Shira Ridge Wealth Management | 0.14% | Add +1.1% | 4,513 | $342K |
| FWG Holdings, LLC | 0.13% | Add +40.6% | 4,334 | $333K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $329K |
| Elm3 Financial Group, LLC | 0.27% | Add +60.1% | 4,295 | $325K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.2% | 4,175 | $316K |
| Cedar Mountain Advisors, LLC | 0.06% | Add +3.5% | 4,163 | $315K |
| PUREfi Wealth, LLC | 0.20% | Reduce -10.9% | 4,009 | $304K |
| Merit Financial Group, LLC | 0.00% | Reduce -16.6% | 3,946 | $299K |
| Kennedy Investment Group, Inc. | 0.12% | Add +37.0% | 3,907 | $296K |
| Ascension Capital Advisors, Inc. | 0.09% | New | 3,871 | $293K |
| Sawgrass Asset Management LLC | 0.04% | New | 3,764 | $285K |
| Sterling Investment Counsel, LLC | 0.08% | New | 3,763 | $285K |
| Kestra Investment Management, LLC | 0.00% | New | 3,619 | $274K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -36.7% | 3,579 | $271K |
| United Advisor Group, LLC | 0.03% | Add +13.1% | 3,523 | $267K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -49.7% | 3,488 | $264K |
| Tripletail Wealth Management, LLC | 0.36% | New | 3,428 | $262K |
| Composition Wealth, LLC | 0.00% | Reduce -6.8% | 3,409 | $258K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.7% | 3,396 | $257K |
| GTS Securities LLC | 0.01% | Reduce -78.3% | 3,382 | $256K |
| Lakeridge Wealth Management LLC | 0.11% | Add +4.4% | 3,333 | $252K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.1% | 3,271 | $248K |
| Whipplewood Advisors, LLC | 0.13% | Reduce -1.0% | 3,265 | $247K |
| Greenspring Advisors, LLC | 0.01% | New | 3,193 | $242K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +1.9% | 3,113 | $236K |
| BAM Wealth Management, LLC | 0.17% | Reduce -11.3% | 3,086 | $234K |
| Csenge Advisory Group | 0.01% | Add +0.1% | 2,947 | $223K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,944 | $223K |
| Allen Capital Group, LLC | 0.02% | No change | 2,938 | $223K |
| Quadrant Private Wealth Management, LLC | 0.03% | New | 2,915 | $221K |
| Mission Wealth Management, LP | 0.00% | New | 2,795 | $212K |
| US Bancorp \de | 0.00% | Add +4.9% | 2,782 | $211K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.2% | 2,779 | $210K |
| Sequent Planning LLC | 0.05% | New | 2,751 | $208K |
| Clear Creek Financial Management, LLC | 0.02% | New | 2,705 | $205K |
| Millington Financial Advisors, LLC | 0.09% | No change | 2,584 | $204K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.1% | 2,388 | $181K |
| UBS Group AG | 0.00% | Add +604.4% | 2,226 | $169K |
| Franklin Resources Inc. | 0.00% | Reduce -49.6% | 1,892 | $143K |
| Fifth Third Bancorp | 0.00% | New | 1,816 | $138K |
| Root Financial Partners, LLC | 0.00% | Add +86.1% | 1,403 | $106K |
| Capital Analysts, LLC | 0.00% | Reduce -26.1% | 1,312 | $99K |
| Sunrise Financial Services, LLC | 0.06% | New | 1,144 | $87K |
| Ameriflex Group, Inc. | 0.04% | Reduce -4.9% | 1,070 | $81K |
| Cordgrass Capital Advisors, LLC | 0.02% | Add +118.0% | 1,005 | $76K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 995 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.4% | 913 | $69K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -54.4% | 893 | $68K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -61.6% | 798 | $61K |
| Paladin Advisory Group, LLC | 0.05% | No change | 805 | $61K |
| Banco de Sabadell, S.A | 0.03% | No change | 659 | $48K |
| International Assets Investment Management, LLC | 0.00% | No change | 576 | $44K |
| Vision Retirement, LLC | 0.01% | Reduce -10.7% | 583 | $44K |
| GoalVest Advisory LLC | 0.01% | Add +3.0% | 544 | $41K |
| Miller Global Investments, LLC | 0.04% | Reduce -9.0% | 505 | $38K |
| Cornerstone Planning Group LLC | 0.01% | New | 478 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -63.2% | 451 | $34K |
| Dunhill Financial, LLC | 0.01% | No change | 402 | $30K |
| Spire Wealth Management | 0.00% | Add +4333.3% | 399 | $30K |
| Allworth Financial LP | 0.00% | Add +36.7% | 350 | $27K |
| Bank of Montreal | 0.00% | Add +266.3% | 348 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 314 | $24K |
| Rossby Financial, LCC | 0.00% | Add +113.7% | 297 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -9.5% | 275 | $21K |
| Register Financial Advisors LLC | 0.01% | Add +238.4% | 247 | $19K |
| Abound Wealth Management | 0.00% | New | 246 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 223 | $17K |
| Evermay Wealth Management LLC | 0.00% | New | 205 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 201 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 198 | $15K |
| Signature Equity Partners, LLC | 0.01% | Reduce -59.1% | 192 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 168 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -32.1% | 150 | $11K |
| Russell Investments Group, Ltd. | 0.00% | New | 134 | $10K |
| LGT Financial Advisors LLC | 0.05% | Reduce -2.4% | 122 | $9K |
| Key Capital Management, INC | 0.01% | Reduce -50.2% | 119 | $9K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 68 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $4K |
| Citigroup Inc. | 0.00% | New | 47 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 45 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 39 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 32 | $2K |
| Mather Group, Llc. | 0.00% | New | 30 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -73.8% | 27 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 26 | $2K |
| SHP Wealth Management | 0.00% | No change | 21 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $1K |
| Park Square Financial Group, LLC | 0.01% | New | 9 | $681 |
| 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.