JPMorgan Int Res Enh EqtyJIREETF
13F holders, Q2 2026 (June 30)351holders +8
32new positions
19sold out
2famous investors
$82.32avg. 13F price*
At the end of Q2 2026, 351 institutions reported holding JPMorgan Int Res Enh Eqty (JIRE) in their 13F filings, up 8 from Q1 2026. 32 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($4.7B), LPL Financial LLC ($550.0M) and FMR LLC ($307.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- JPMorgan Int Res Enh Eqty
- CUSIP
- 46641Q134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $91.3M |
| Exits | 19 | $121.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,515,539 shares bought and 3,302,794 shares sold, net +3,212,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| JPMorgan Chase & Co. | 0.27% | Reduce -0.5% | 56,628,680 | $4.7B |
| LPL Financial LLC | 0.12% | Add +3.5% | 6,667,205 | $550.0M |
| FMR LLC | 0.01% | Add +5.6% | 3,725,312 | $307.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.5% | 3,208,978 | $264.7M |
| Eastern Bank | 2.90% | Add +12.8% | 2,293,479 | $189.2M |
| MML Investors Services, LLC | 0.34% | Add +15.7% | 2,000,314 | $165.0M |
| Commonwealth Equity Services, LLC | 0.20% | Add +5.8% | 1,889,756 | $155.9M |
| Raymond James Financial Inc. | 0.04% | Add +14.5% | 1,848,441 | $152.5M |
| Factory Mutual Insurance Co. | 1.30% | No change | 1,671,130 | $137.9M |
| Dynasty Wealth Management, LLC | 0.98% | Add +10.3% | 1,606,508 | $132.5M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.1% | 1,574,842 | $129.9M |
| Lido Advisors, LLC | 0.46% | Add +2237.4% | 1,545,466 | $127.5M |
| Assetmark, Inc. | 0.20% | Reduce -5.9% | 1,394,660 | $115.0M |
| Cetera Investment Advisers | 0.10% | Add +3.2% | 1,323,787 | $109.2M |
| Bogart Wealth, LLC | 3.53% | Add +2.4% | 1,248,235 | $103.0M |
| Vestmark Advisory Solutions, Inc. | 0.94% | Reduce -0.0% | 1,215,609 | $100.3M |
| Sagespring Wealth Partners, LLC | 1.53% | Add +8.7% | 1,206,292 | $99.5M |
| Invesco Ltd. | 0.01% | No change | 918,000 | $75.7M |
| Conservest Capital Advisors, Inc. | 6.01% | Reduce -0.1% | 915,678 | $75.5M |
| Hughes Financial Services, LLC | 9.92% | Add +6.2% | 907,369 | $74.8M |
| Osaic Holdings, Inc. | 0.08% | Add +24.3% | 860,002 | $70.9M |
| Great Valley Advisor Group, Inc. | 1.10% | Add +3.7% | 842,940 | $69.5M |
| Richard P Slaughter Associates Inc | 12.96% | Add +2.4% | 791,687 | $65.3M |
| New England Professional Planning Group Inc. | 23.46% | Reduce -2.0% | 761,909 | $62.8M |
| Private Advisor Group, LLC | 0.28% | Reduce -21.2% | 748,700 | $61.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.81% | Add +4.4% | 745,277 | $61.5M |
| Jones Financial Companies LLLP | 0.02% | Add +17.2% | 725,716 | $58.9M |
| Pure Financial Advisors, LLC | 0.68% | Reduce -1.4% | 644,750 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Add +5.5% | 603,856 | $49.7M |
| Daymark Wealth Partners, LLC | 1.19% | Add +20.8% | 592,253 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.5% | 522,486 | $43.1M |
| First Financial Bank - Trust Division | 2.98% | Add +1.3% | 506,500 | $41.8M |
| Cutler Investment Counsel LLC | 3.73% | Add +2.8% | 480,390 | $39.6M |
| Level Four Advisory Services, LLC | 1.09% | Add +1.3% | 467,614 | $38.6M |
| Modern Wealth Management, LLC | 0.46% | Reduce -1.1% | 463,659 | $38.2M |
| Kelly Financial Group LLC | 8.41% | Reduce -7.5% | 459,051 | $37.9M |
| WealthPlan Investment Management, LLC | 1.79% | Add +19.8% | 436,465 | $36.0M |
| Old Mission Capital LLC | 0.90% | New | 426,403 | $35.2M |
| Pallas Capital Advisors LLC | 1.07% | Add +7.1% | 421,018 | $34.7M |
| HighPoint Advisor Group LLC | 1.18% | Reduce -26.8% | 406,840 | $33.6M |
| Francis Financial, Inc. | 5.36% | Add +1.4% | 396,161 | $32.7M |
| EdgeRock Capital LLC | 7.08% | Add +4.5% | 378,709 | $31.2M |
| Madison Asset Management, LLC | 0.37% | Add +10.7% | 371,195 | $30.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.65% | Add +18.5% | 365,229 | $30.1M |
| National Philanthropic Trust | 0.42% | Reduce -14.3% | 352,131 | $29.0M |
| Kendall Capital Management | 4.81% | Add +4.5% | 349,767 | $28.9M |
| Royal Bank of Canada | 0.00% | Add +17.3% | 348,086 | $28.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.0% | 333,887 | $27.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +7.9% | 327,267 | $27.0M |
| Sax Wealth Advisors, LLC | 1.08% | Add +8.7% | 351,683 | $26.6M |
| Elk River Wealth Management LLC | 4.24% | Reduce -13.3% | 322,334 | $26.6M |
| Southern Farm Bureau Life Insurance | 2.54% | No change | 322,180 | $26.6M |
| Bluespring Wealth Management, LLC | 0.49% | New | 309,337 | $25.5M |
| Choice Wealth Advisors LLC | 8.85% | Add +0.9% | 305,647 | $25.2M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -11.2% | 295,486 | $24.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.3% | 294,898 | $24.3M |
| Tradition Wealth Management, LLC | 1.47% | Add +4.9% | 290,502 | $24.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 287,036 | $23.7M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 277,196 | $22.9M |
| Badgley Phelps Wealth Managers, LLC | 0.38% | Add +1.9% | 261,833 | $21.6M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.8% | 255,786 | $21.1M |
| Family Investment Center, Inc. | 3.43% | Reduce -8.9% | 250,069 | $20.6M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 243,818 | $20.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.01% | Add +10.7% | 241,190 | $19.9M |
| Mascoma Wealth Management LLC | 3.47% | Add +5.9% | 226,552 | $18.7M |
| Navigation Group, LLC | 3.58% | Add +1.2% | 222,982 | $18.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2084.1% | 204,717 | $16.9M |
| Citadel Advisors | 0.01% | Reduce -39.6% | 204,582 | $16.9M |
| Equitable Holdings, Inc. | 0.09% | Add +0.4% | 191,388 | $15.6M |
| Unique Wealth, LLC | 1.81% | Add +32.0% | 188,631 | $15.6M |
| Bryant Woods Investment Advisors, LLC | 3.77% | Add +8.8% | 164,127 | $13.5M |
| Park Avenue Securities LLC | 0.08% | Reduce -8.0% | 160,539 | $13.2M |
| Smithbridge Asset Management Inc. | 1.75% | Add +6.4% | 156,154 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -10.0% | 151,733 | $12.5M |
| ForthRight Wealth Management, LLC | 2.95% | Add +14.9% | 139,694 | $11.5M |
| Greenwood Capital Associates LLC | 1.13% | Add +6.6% | 139,052 | $11.5M |
| Fulton Bank, N.A. | 0.35% | Add +65.0% | 137,763 | $11.4M |
| Galvin, Gaustad & Stein, LLC | 0.84% | Add +6.3% | 136,116 | $11.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +629.3% | 135,563 | $11.2M |
| Providence Financial Advisors, LLC | 6.18% | Add +9.7% | 131,791 | $10.9M |
| Perigon Wealth Management, LLC | 0.17% | Add +7.5% | 130,066 | $10.7M |
| SIMA Wealth Partners, LLC | 7.47% | Reduce -1.8% | 127,757 | $10.5M |
| MN Wealth Advisors, LLC | 4.32% | Add +9.4% | 123,012 | $10.1M |
| Kintra Wealth, LLC | 0.52% | New | 116,543 | $10.0M |
| First National Bank of Mount Dora, Trust Investment Services | 1.92% | Add +4.8% | 116,071 | $9.6M |
| Wagner Wealth Management, LLC | 1.74% | Add +1.5% | 114,165 | $9.4M |
| Arq Wealth Advisors, LLC | 1.10% | Add +66.6% | 107,579 | $8.9M |
| Base Wealth Management LLC | 3.89% | Add +4.9% | 101,496 | $8.4M |
| Etesian Wealth Advisors, Inc. | 2.45% | Add +0.5% | 100,509 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +11.5% | 94,221 | $7.8M |
| Investors Portfolio Services LLC | 5.84% | Add +17.7% | 92,647 | $7.6M |
| Centerline Wealth Advisors, LLC | 2.34% | Add +2.1% | 90,672 | $7.5M |
| Axxcess Wealth Management, LLC | 0.11% | Add +17.6% | 83,410 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 83,272 | $6.9M |
| Kaizen Financial Strategies | 2.65% | Reduce -7.1% | 81,885 | $6.7M |
| Magnolia Capital Advisors LLC | 1.12% | Add +9.6% | 79,235 | $6.5M |
| Merited Wealth, LLC | 4.60% | Add +114.8% | 78,836 | $6.5M |
| OpenArc Corporate Advisory, LLC | 0.08% | Add +31.3% | 76,802 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 76,370 | $6.3M |
| Ascent Group, LLC | 0.19% | Reduce -4.7% | 75,733 | $6.2M |
| Sacks & Associates, LLC | 4.08% | Add +1.2% | 72,494 | $6.1M |
| Cooper Financial Group | 0.49% | Add +92.8% | 71,862 | $5.9M |
| Bellevue Asset Management, LLC | 2.54% | Reduce -0.1% | 66,634 | $5.5M |
| Apella Capital, LLC | 0.08% | Reduce -4.7% | 65,685 | $5.4M |
| WealthPLAN Partners, LLC | 0.98% | Add +97.9% | 61,862 | $5.1M |
| Hopwood Nicholas Hunter | 1.39% | Add +5.6% | 61,202 | $5.0M |
| Scotia Capital Inc. | 0.02% | Add +2.8% | 58,934 | $4.9M |
| IHT Wealth Management, LLC | 0.10% | Reduce -1.4% | 58,055 | $4.8M |
| Arax Advisory Partners | 0.03% | New | 57,379 | $4.7M |
| Vestor Capital, LLC | 0.28% | Reduce -90.7% | 30,350 | $4.5M |
| Aprio Wealth Management, LLC | 0.22% | Add +586.7% | 54,386 | $4.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.6% | 53,706 | $4.4M |
| Storen Legacy Partners, LLC | 1.20% | Add +3.5% | 53,510 | $4.4M |
| McDonald Partners LLC | 1.06% | Add +113.0% | 52,877 | $4.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +23.8% | 52,065 | $4.3M |
| Legacy Edge Advisors, LLC | 0.38% | Add +9.6% | 50,326 | $4.2M |
| Ignite Planners, LLC | 0.55% | Add +5.2% | 48,293 | $4.0M |
| Natixis Advisors, LLC | 0.00% | Add +21.4% | 48,149 | $4.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +6.1% | 47,082 | $3.9M |
| Golden State Wealth Management, LLC | 0.33% | Add +131.0% | 44,243 | $3.6M |
| NewEdge Wealth, LLC | 0.04% | Reduce -8.2% | 43,293 | $3.6M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -14.8% | 40,218 | $3.3M |
| Juncture Wealth Strategies, LLC | 0.86% | New | 40,004 | $3.3M |
| Global Retirement Partners, LLC | 0.05% | — | 39,444 | $3.3M |
| WBH Advisory Inc. | 0.21% | Add +8.3% | 37,865 | $3.1M |
| Western Wealth Management, LLC | 0.10% | Add +13.2% | 37,389 | $3.1M |
| HBW Advisory Services LLC | 0.27% | Reduce -26.9% | 36,501 | $3.0M |
| 5T Wealth, LLC | 1.11% | Add +1.7% | 36,062 | $3.0M |
| 1015 Capital Partners, LLC | 2.48% | Add +31.8% | 35,920 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.8% | 35,800 | $3.0M |
| Purus Wealth Management, LLC | 0.79% | Add +3.3% | 34,904 | $2.9M |
| Mutual Advisors, LLC | 0.05% | Add +2.1% | 34,859 | $2.9M |
| Red Mountain Financial, LLC | 2.35% | Add +8.8% | 33,935 | $2.8M |
| Sharkey, Howes & Javer | 0.33% | Add +6.2% | 33,345 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +5.4% | 33,264 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.6% | 33,003 | $2.7M |
| Mgo One Seven LLC | 0.04% | Add +7.1% | 32,692 | $2.7M |
| TBH Global Asset Management, LLC | 0.49% | Reduce -0.2% | 32,608 | $2.7M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -1.7% | 32,418 | $2.7M |
| Twin Peaks Wealth Advisors, LLC | 0.57% | Reduce -1.5% | 30,524 | $2.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 30,404 | $2.5M |
| IFP Advisors, Inc | 0.04% | Add +36.6% | 29,877 | $2.5M |
| Peck Wealth Management, LLC | 2.01% | Reduce -0.3% | 28,888 | $2.4M |
| Valicenti Advisory Services Inc. | 0.45% | Add +3.7% | 28,878 | $2.4M |
| Independence Asset Advisors, LLC | 0.61% | Add +1.8% | 28,178 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.45% | Reduce -62.8% | 27,563 | $2.3M |
| PCG Wealth Advisors, LLC | 0.50% | Reduce -12.4% | 27,248 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.4% | 26,953 | $2.2M |
| Parcion Private Wealth LLC | 0.12% | No change | 26,473 | $2.2M |
| Wayfinding Financial, LLC | 0.82% | Add +2.3% | 26,189 | $2.2M |
| Stevens Capital Partners | 0.41% | Add +84.2% | 26,006 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -1.7% | 25,569 | $2.1M |
| Elevation Wealth Management LLC | 1.55% | Add +3.4% | 25,072 | $2.1M |
| Vise Technologies, Inc. | 0.02% | Add +8.7% | 24,321 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 24,117 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +5.6% | 23,778 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +271.7% | 23,334 | $1.9M |
| Quantum Financial Planning Services, Inc. | 0.60% | Add +95.0% | 23,281 | $1.9M |
| Lane Brothers & Co. Inc. | 1.26% | Add +4.0% | 23,264 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -2.8% | 23,123 | $1.9M |
| Cedar Mountain Advisors, LLC | 0.33% | Add +454.2% | 23,071 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +10.8% | 22,950 | $1.9M |
| Lake Street Private Wealth, LLC | 0.22% | Add +0.8% | 22,788 | $1.9M |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -38.0% | 22,410 | $1.8M |
| World Investment Advisors | 0.03% | Add +0.9% | 22,700 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Add +4.0% | 21,649 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +128.4% | 21,365 | $1.8M |
| First Bank & Trust | 0.26% | Add +20.9% | 21,125 | $1.7M |
| Lockerman Financial Group, Inc. | 2.64% | Reduce -3.5% | 20,957 | $1.7M |
| Dearborn Partners LLC | 0.09% | Add +45.5% | 20,252 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.2% | 20,011 | $1.7M |
| Saxony Capital Management, LLC | 0.73% | Add +44.1% | 19,376 | $1.6M |
| Balefire, LLC | 0.26% | Reduce -5.4% | 19,154 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.54% | Reduce -2.9% | 19,139 | $1.6M |
| Clear Creek Financial Management, LLC | 0.10% | Add +606.8% | 19,119 | $1.6M |
| Planning Directions Inc. | 0.73% | Reduce -2.9% | 19,116 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.2% | 19,078 | $1.6M |
| West Michigan Advisors, LLC | 0.29% | Add +7.9% | 18,607 | $1.5M |
| Essex Financial Services, Inc. | 0.08% | Add +90.4% | 18,522 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +7.2% | 18,463 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.28% | Reduce -1.8% | 18,021 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Reduce -0.6% | 17,299 | $1.4M |
| Ruggaard & Associates LLC | 0.49% | Add +13.8% | 16,630 | $1.4M |
| Harbor Investment Advisory, LLC | 0.09% | No change | 15,909 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Add +455.5% | 15,525 | $1.3M |
| D.A. Davidson & Co. | 0.01% | No change | 14,877 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -31.6% | 14,794 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Add +18.9% | 14,401 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +31.5% | 14,005 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +27.3% | 13,706 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Add +16.4% | 13,649 | $1.1M |
| Integras Partners LLC | 0.58% | Add +5.6% | 12,794 | $1.1M |
| McLaughlin Asset Management, Inc. | 0.73% | Add +1.0% | 12,782 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 12,386 | $1.0M |
| Navis Wealth Advisors, LLC | 0.38% | No change | 12,250 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +55.7% | 12,140 | $1.0M |
| LRI Investments, LLC | 0.07% | No change | 11,146 | $919K |
| Harbour Investments, Inc. | 0.01% | Add +33.6% | 11,141 | $919K |
| Firethorn Wealth Partners, LLC | 0.30% | Reduce -5.5% | 11,107 | $916K |
| Boyer Financial Services, Inc. | 0.76% | Reduce -60.3% | 10,924 | $904K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -2.8% | 10,689 | $882K |
| Sanchez Gaunt Capital Management, LLC | 0.47% | Add +0.4% | 10,134 | $836K |
| GeoWealth Management, LLC | 0.03% | Add +11.7% | 10,017 | $826K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.0% | 9,947 | $821K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.4% | 9,866 | $814K |
| MAI Capital Management | 0.00% | Add +1.9% | 9,138 | $754K |
| Compound Planning, Inc. | 0.02% | Add +3.7% | 9,075 | $749K |
| Private Trust Co. NA | 0.06% | Reduce -3.4% | 8,845 | $730K |
| Integrated Capital Management, LLC | 0.26% | Reduce -24.2% | 8,788 | $725K |
| Emergent Wealth Advisors, LLC | 0.38% | Add +1.3% | 8,784 | $725K |
| Eaton Financial Holdings Company, LLC | 0.20% | Add +46.0% | 8,717 | $719K |
| Atlas Wealth LLC | 0.11% | Reduce -1.9% | 8,522 | $703K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +9.4% | 8,241 | $680K |
| Carnegie Investment Counsel | 0.01% | New | 8,000 | $660K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -43.5% | 7,942 | $655K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.4% | 7,696 | $635K |
| &partners | 0.00% | Add +3.5% | 7,609 | $628K |
| Gentry Private Wealth, LLC | 0.32% | Add +3.2% | 7,419 | $612K |
| Marshall Financial Group, LLC | 0.09% | Reduce -24.1% | 7,416 | $612K |
| Fairvoy Private Wealth, LLC | 0.12% | Add +11.6% | 7,378 | $609K |
| Plan Group Financial, LLC | 0.12% | Reduce -0.5% | 7,268 | $600K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -70.9% | 7,268 | $600K |
| Bank of New York Mellon Corp | 0.00% | Add +34.8% | 7,133 | $588K |
| Cardinal Point Capital Management ULC | 0.03% | No change | 7,128 | $588K |
| UBS Group AG | 0.00% | Add +212.6% | 6,959 | $574K |
| Tiemann Investment Advisors, LLC | 0.21% | No change | 6,890 | $568K |
| Pathstone Holdings, LLC | 0.00% | New | 6,864 | $566K |
| Creative Planning | 0.00% | Add +21.5% | 6,781 | $559K |
| Berger Financial Group, Inc | 0.03% | No change | 6,683 | $551K |
| Aegis Wealth Management, Inc. | 0.35% | Add +32.3% | 6,531 | $539K |
| Mayfair Advisory Group, LLC | 0.16% | Reduce -7.9% | 6,520 | $533K |
| TFB Advisors LLC | 0.23% | Reduce -1.8% | 6,344 | $523K |
| Sovran Advisors, LLC | 0.04% | Reduce -2.6% | 6,174 | $507K |
| Kennedy Investment Group, Inc. | 0.17% | Add +55.2% | 6,062 | $500K |
| Phoenix Wealth Advisors | 0.17% | No change | 5,995 | $495K |
| Nuveen, LLC | 0.00% | New | 5,988 | $494K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -8.9% | 5,821 | $480K |
| Bank of Marin | 0.33% | Reduce -29.8% | 5,722 | $472K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.3% | 5,715 | $471K |
| Aspire Capital Advisors LLC | 0.09% | Reduce -85.0% | 5,652 | $466K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +1.9% | 5,495 | $453K |
| Tudor Investment Corporation | 0.00% | New | 5,175 | $427K |
| PUREfi Wealth, LLC | 0.23% | Add +28.2% | 5,140 | $424K |
| Cerity Partners LLC | 0.00% | Reduce -1.0% | 5,101 | $421K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.4% | 5,062 | $418K |
| IFG Advisory, LLC | 0.01% | New | 5,032 | $415K |
| Semus Wealth Partners LLC | 0.20% | Add +0.6% | 4,916 | $406K |
| Bessemer Group Inc. | 0.00% | No change | 4,900 | $404K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +14.6% | 4,783 | $395K |
| Olde Wealth Management, LLC | 0.11% | Add +3.5% | 4,730 | $390K |
| Stephens Inc. | 0.00% | Reduce -0.2% | 4,696 | $387K |
| Quantinno Capital Management LP | 0.00% | New | 4,690 | $387K |
| Cpwa, LLC | 0.45% | Add +2.6% | 4,653 | $384K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +35.9% | 4,616 | $381K |
| Patten Group, Inc. | 0.06% | Reduce -11.1% | 4,479 | $369K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,343 | $358K |
| FWG Holdings, LLC | 0.12% | Reduce -0.8% | 4,298 | $351K |
| Elm3 Financial Group, LLC | 0.23% | Reduce -5.4% | 4,064 | $335K |
| Shira Ridge Wealth Management | 0.11% | Reduce -12.7% | 3,938 | $325K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.3% | 3,933 | $324K |
| Windsor Capital Management, LLC | 0.08% | New | 3,790 | $313K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +8.6% | 3,788 | $313K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -0.6% | 3,740 | $309K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.9% | 3,648 | $301K |
| Thompson Siegel & Walmsley LLC | 0.01% | New | 3,409 | $281K |
| GTS Securities LLC | 0.01% | Add +0.1% | 3,385 | $279K |
| Financial Partners Group, Inc | 0.03% | New | 3,351 | $276K |
| Quotient Wealth Partners, LLC | 0.01% | Add +2.0% | 3,337 | $275K |
| Lakeridge Wealth Management LLC | 0.10% | No change | 3,333 | $275K |
| Tripletail Wealth Management, LLC | 0.31% | Reduce -3.8% | 3,298 | $273K |
| Composition Wealth, LLC | 0.00% | Reduce -3.3% | 3,295 | $272K |
| Ascension Capital Advisors, Inc. | 0.08% | Reduce -15.1% | 3,286 | $271K |
| Whipplewood Advisors, LLC | 0.18% | Reduce -0.6% | 3,244 | $268K |
| Greenspring Advisors, LLC | 0.01% | No change | 3,193 | $263K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.8% | 3,136 | $259K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +0.2% | 3,118 | $257K |
| BAM Wealth Management, LLC | 0.16% | Reduce -2.5% | 3,009 | $248K |
| Sequent Planning LLC | 0.05% | Add +8.8% | 2,994 | $247K |
| XY Planning Network, Inc. | 0.03% | New | 2,969 | $245K |
| United Advisor Group, LLC | 0.03% | Reduce -16.1% | 2,956 | $244K |
| Allen Capital Group, LLC | 0.02% | No change | 2,938 | $242K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 2,915 | $240K |
| Csenge Advisory Group | 0.01% | Reduce -2.5% | 2,873 | $237K |
| Mariner, LLC | 0.00% | Reduce -70.3% | 2,852 | $235K |
| Genesis Private Wealth, LLC | 0.07% | New | 2,813 | $232K |
| US Bancorp \de | 0.00% | No change | 2,782 | $229K |
| JM2 Capital Inc. | 0.15% | New | 2,640 | $218K |
| VestGen Advisors, LLC | 0.01% | New | 2,613 | $216K |
| Capital Analysts, LLC | 0.00% | Add +96.3% | 2,575 | $212K |
| Millington Financial Advisors, LLC | 0.08% | No change | 2,584 | $212K |
| XTX Topco Ltd | 0.00% | New | 2,486 | $205K |
| Quantify Chaos Advisors, LLC | 0.57% | New | 2,475 | $204K |
| Woodmont Investment Counsel LLC | 0.01% | New | 2,469 | $204K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -5.9% | 2,247 | $185K |
| Fifth Third Bancorp | 0.00% | Add +16.1% | 2,108 | $174K |
| AE Wealth Management LLC | 0.00% | Add +607.6% | 1,946 | $161K |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 1,942 | $160K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 1,430 | $118K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +20.3% | 1,209 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.8% | 1,203 | $99K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,070 | $88K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,051 | $87K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 995 | $82K |
| StrongBox Wealth, LLC | 0.02% | New | 931 | $77K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -0.7% | 887 | $73K |
| GoalVest Advisory LLC | 0.01% | Add +51.1% | 822 | $68K |
| Paladin Advisory Group, LLC | 0.04% | No change | 805 | $66K |
| Banco de Sabadell, S.A | 0.03% | No change | 659 | $54K |
| Orion Capital Management LLC | 0.02% | New | 654 | $54K |
| Sunrise Financial Services, LLC | 0.03% | Reduce -43.2% | 650 | $54K |
| Dunhill Financial, LLC | 0.01% | Add +56.5% | 629 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -23.1% | 614 | $51K |
| International Assets Investment Management, LLC | 0.00% | No change | 576 | $47K |
| Miller Global Investments, LLC | 0.03% | No change | 505 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +2.9% | 492 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 451 | $37K |
| Vision Retirement, LLC | 0.01% | Reduce -23.0% | 449 | $37K |
| Mather Group, Llc. | 0.00% | Add +1306.7% | 422 | $35K |
| Spire Wealth Management | 0.00% | Reduce -0.8% | 396 | $33K |
| Rossby Financial, LCC | 0.00% | Add +4.0% | 309 | $25K |
| Allworth Financial LP | 0.00% | Reduce -13.7% | 302 | $25K |
| Vanguard National Trust Co | 0.00% | New | 254 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 247 | $20K |
| Bank of Montreal | 0.00% | Reduce -30.2% | 243 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 223 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 201 | $17K |
| Signature Equity Partners, LLC | 0.01% | No change | 192 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 180 | $15K |
| Richardson Financial Services Inc. | 0.01% | Reduce -3.3% | 145 | $12K |
| Vanguard Advisers Inc. | 0.00% | Reduce -14.9% | 143 | $12K |
| LGT Financial Advisors LLC | 0.05% | No change | 122 | $10K |
| Key Capital Management, INC | 0.01% | No change | 119 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 93 | $8K |
| Compass Financial Management LLC | 0.00% | — | 75 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 68 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 62 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 58 | $5K |
| Citigroup Inc. | 0.00% | Add +23.4% | 58 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -82.5% | 55 | $5K |
| Abound Wealth Management | 0.00% | Reduce -80.9% | 47 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 45 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 32 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 27 | $2K |
| SHP Wealth Management | 0.00% | No change | 21 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 14 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 11 | $907 |
| Park Square Financial Group, LLC | 0.00% | Reduce -77.8% | 2 | $165 |
| Trust Co. of Vermont | 0.00% | — | 2 | $165 |
| BlackRock, Inc. | 0.00% | No change | 1 | $46 |
"% 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.