JPMORGAN INT RES ENH EQTY JIRE
$82.79
+1.3% 52w: $66.33 – $82.79
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data66.3374.5682.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
339
+27 QoQ
13F value
$8.99B
-3.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.1×
$6K calls / $53K puts
Institutional value by quarter
Number of holders
Who owns JIRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 56.9M | $4.18B | 0.3% | -1.2% |
| LPL Financial LLC | Bank broker | 6.4M | $487.7M | 0.1% | +8.5% |
| FMR LLC | Long only active | 3.5M | $267.2M | 0.0% | +7.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.1M | $234.9M | 0.1% | +7.0% |
| EASTERN BANK | Other | 2.0M | $154.0M | 2.6% | +93.6% |
| CWM, LLC | Wealth advisor | 1.9M | $144.9M | 0.4% | +12.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.8M | $135.3M | 0.2% | +9.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.7M | $130.9M | 0.4% | -2.9% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 1.7M | $126.6M | 1.4% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $122.3M | 0.0% | +19.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.5M | $112.4M | 0.3% | -16.5% |
| ASSETMARK, INC | Wealth advisor | 1.5M | $112.2M | 0.2% | -0.6% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.5M | $110.3M | 1.0% | -9.9% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $97.1M | 0.1% | +3.4% |
| Bogart Wealth, LLC | Wealth advisor | 1.2M | $92.3M | 3.6% | +1.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.2M | $92.1M | 1.0% | -2.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 1.1M | $84.0M | 1.5% | -32.0% |
| JANE STREET GROUP, LLC | Market maker | 1.1M | $79.5M | 0.1% | +927.4% |
| Private Advisor Group, LLC | Wealth advisor | 950.3K | $72.0M | 0.3% | +1.9% |
| Invesco Ltd. | Index provider | 918.0K | $69.5M | 0.0% | Held |
| Conservest Capital Advisors, Inc. | Wealth advisor | 916.8K | $69.4M | 6.3% | +4.6% |
| Hughes Financial Services, LLC | Wealth advisor | 854.3K | $64.7M | 9.9% | +3.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 813.1K | $61.6M | 1.1% | +0.7% |
| New England Professional Planning Group Inc. | Wealth advisor | 777.7K | $58.9M | 24.6% | +1.5% |
| Richard P Slaughter Associates Inc | Wealth advisor | 772.8K | $58.5M | 12.7% | +2.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 714.0K | $54.1M | 0.8% | +13.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 691.7K | $52.4M | 0.1% | +10.0% |
| Pure Financial Advisors, LLC | Wealth advisor | 654.0K | $49.5M | 0.7% | -1.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 619.3K | $45.3M | 0.0% | +22.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 572.2K | $43.3M | 0.0% | +69.2% |
| HighPoint Advisor Group LLC | Wealth advisor | 555.6K | $42.1M | 1.8% | +16.3% |
| FIRST FINANCIAL BANK - TRUST DIVISION | Wealth advisor | 500.0K | $37.9M | 3.0% | +7.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 499.8K | $37.9M | 0.1% | +0.7% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 496.5K | $37.6M | 9.5% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 490.5K | $37.1M | 1.2% | +7.9% |
| Modern Wealth Management, LLC | Wealth advisor | 468.6K | $36.1M | 0.6% | +2.7% |
| CUTLER INVESTMENT COUNSEL LLC | Wealth advisor | 467.4K | $35.4M | 3.6% | +0.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 461.7K | $35.0M | 1.1% | -9.7% |
| National Philanthropic Trust | Other | 410.8K | $31.1M | 0.3% | +12.1% |
| Pallas Capital Advisors LLC | Other | 393.3K | $29.8M | 1.1% | -7.2% |
| Francis Financial, Inc. | Wealth advisor | 390.8K | $29.6M | 5.5% | +6.4% |
| Elk River Wealth Management LLC | Other | 371.7K | $28.2M | 4.7% | +0.9% |
| WealthPlan Investment Management, LLC | Wealth advisor | 364.3K | $27.6M | 1.5% | +76.7% |
| EdgeRock Capital LLC | Wealth advisor | 362.5K | $27.5M | 7.4% | +27.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 339.0K | $25.7M | 0.0% | +1518.7% |
| Madison Asset Management, LLC | Other | 335.3K | $25.4M | 0.3% | +8.0% |
| Kendall Capital Management | Other | 334.7K | $25.4M | 5.2% | +2.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 332.8K | $25.2M | 0.2% | +432.7% |
| VESTOR CAPITAL, LLC | Other | 326.5K | $24.7M | 1.8% | +55716.2% |
| Capital Planning Advisors, LLC | Wealth advisor | 325.3K | $24.6M | 3.6% | +2.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.