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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

344 managers (350 13F filers) reported a position in JIRE shares at 2026-06-30, 121,192,094 shares in all. 32 filers opened a position and 19 filers sold out during the quarter.

Managers
344
13F filers
350
New
32
Added
171
Reduced
101
Sold out
19
Shares held by filers
121,192,094

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,628,680$4.65B0.27%-296,96813F-HRTimelineGroup
LPL Financial LLC6,667,205$550M0.12%+228,46013F-HRTimeline
FMR LLCin group FMR LLC3,725,312$307M0.01%+196,91213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,221,118$266M+112,502Timeline
EASTERN BANK2,293,479$189M2.9%+260,63813F-HRTimeline
MML INVESTORS SERVICES, LLC2,000,314$165M0.34%+271,53513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,889,756$156M0.2%+103,23813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,848,441$152M0.04%+233,77413F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,671,130$138M1.3%013F-HRTimeline
Dynasty Wealth Management, LLC1,606,508$133M0.98%+150,58013F-HRTimeline
Janney Montgomery Scott LLC1,574,842$130M0.25%+90,97513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,545,466$127M0.46%+1,479,34813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,394,660$115M0.2%-86,89613F-HRTimelineGroup
Cetera Investment Advisers1,323,787$109M0.1%+41,39113F-HRTimeline
Bogart Wealth, LLC1,248,235$103M3.53%+29,30213F-HRTimeline
Vestmark Advisory Solutions, Inc.1,215,609$100M0.94%-12013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,206,292$99.5M1.53%+96,75413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.918,000$75.7M0.01%013F-HRTimelineGroup
Conservest Capital Advisors, Inc.915,678$75.5M6.01%-1,14113F-HRTimeline
Hughes Financial Services, LLC907,369$74.8M9.92%+53,03113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.860,002$70.9M0.08%+168,32913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.842,940$69.5M1.1%+29,84613F-HRTimeline
Richard P Slaughter Associates Inc791,687$65.3M12.96%+18,89013F-HRTimeline
New England Professional Planning Group…761,909$62.8M23.46%-15,81313F-HRTimeline
Private Advisor Group, LLC748,700$61.8M0.28%-201,61313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC745,277$61.5M0.81%+31,31113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP725,716$58.9M0.02%+106,40013F-HRTimelineGroup
Pure Financial Advisors, LLC644,750$53.2M0.68%-9,29013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC603,856$49.7M0.01%+31,61913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC592,253$48.9M1.19%+101,80213F-HRTimeline
Cambridge Investment Research Advisors,…522,486$43.1M0.1%+22,68713F-HR/ATimeline
FIRST FINANCIAL BANK - TRUST DIVISION506,500$41.8M2.98%+6,51613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC480,390$39.6M3.73%+12,97013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…467,614$38.6M1.09%+5,89313F-HRTimelineGroup
Modern Wealth Management, LLC463,659$38.2M0.46%-4,92913F-HRTimeline
KELLY FINANCIAL GROUP LLC459,051$37.9M8.41%-37,43713F-HRTimeline
WealthPlan Investment Management, LLC436,465$36M1.79%+72,11613F-HRTimeline
OLD MISSION CAPITAL LLC426,403$35.2M0.9%new13F-HRTimeline
Pallas Capital Advisors LLC421,018$34.7M1.07%+27,74613F-HRTimeline
HighPoint Advisor Group LLC406,840$33.6M1.18%-148,72013F-HRTimeline
Francis Financial, Inc.396,161$32.7M5.36%+5,37813F-HRTimeline
EdgeRock Capital LLC378,709$31.2M7.08%+16,23413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC371,195$30.6M0.37%+35,93413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC365,229$30.1M0.65%+57,13113F-HRTimeline
National Philanthropic Trust352,131$29M0.42%-58,67913F-HRTimeline
Kendall Capital Management349,767$28.9M4.81%+15,02613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA348,086$28.7M<0.01%+51,35013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…333,887$27.5M0.01%+40,99813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…327,267$27M0.05%+24,00113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC351,683$26.6M1.08%+28,27313F-HRTimeline
Elk River Wealth Management LLC322,334$26.6M4.24%-49,39313F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$26.6M2.54%013F-HRTimeline
Bluespring Wealth Management, LLC309,337$25.5M0.49%new13F-HRTimeline
Choice Wealth Advisors LLC305,647$25.2M8.85%+2,88313F-HRTimeline
Integrated Wealth Concepts LLC299,789$24.7M0.12%-33,02213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…294,898$24.3M0.04%-79713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding293,995$24.3M+4,733Timeline
Tradition Wealth Management, LLC290,502$24M1.47%+13,49613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY277,196$22.9M<0.01%-30,19913F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC261,833$21.6M0.38%+4,74813F-HRTimeline
EP Wealth Advisors, LLC255,786$21.1M0.08%-4,60013F-HRTimeline
Family Investment Center, Inc.250,069$20.6M3.43%-24,40613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN243,818$20.1M<0.01%+7,45713F-HRTimelineGroup
Mascoma Wealth Management LLC226,552$18.7M3.47%+12,57313F-HRTimeline
Navigation Group, LLC222,982$18.4M3.58%+2,59413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…204,717$16.9M0.01%+195,34413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC204,582$16.9M0.01%-134,40013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.191,388$15.6M0.09%+79513F-HRTimelineGroup
UNIQUE WEALTH, LLC188,631$15.6M1.81%+45,74913F-HRTimeline
Bryant Woods Investment Advisors, LLC164,127$13.5M3.77%+13,30413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC160,539$13.2M0.08%-13,94313F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE156,154$12.9M1.75%+9,33713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/151,733$12.5M<0.01%-16,87613F-HRTimelineGroup
ForthRight Wealth Management, LLC139,694$11.5M2.95%+18,08113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC139,052$11.5M1.13%+8,63513F-HRTimeline
Fulton Bank, N.A.137,763$11.4M0.35%+54,27013F-HRTimeline
Galvin, Gaustad & Stein, LLC136,116$11.2M0.83%+8,06913F-HRTimeline
Sanctuary Advisors, LLC135,563$11.2M0.05%+116,97613F-HRTimeline
Providence Financial Advisors, LLC131,791$10.9M6.18%+11,62913F-HRTimeline
Perigon Wealth Management, LLC130,066$10.7M0.17%+9,04913F-HRTimeline
SIMA Wealth Partners, LLC127,757$10.5M7.47%-2,30213F-HRTimeline
MN Wealth Advisors, LLC123,012$10.1M4.32%+10,57413F-HRTimeline
KINTRA WEALTH, LLC116,543$10M0.52%new13F-HRTimeline
First National Bank of Mount Dora, Trus…116,071$9.57M1.92%+5,36613F-HRTimeline
Wagner Wealth Management, LLC114,165$9.42M1.74%+1,64713F-HRTimeline
ARQ WEALTH ADVISORS, LLC107,579$8.89M1.1%+43,02213F-HRTimeline
Base Wealth Management LLC101,496$8.37M3.89%+4,72413F-HRTimeline
Etesian Wealth Advisors, Inc.100,509$8.29M2.45%+54113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,221$7.77M0.01%+9,70413F-HRTimelineGroup
Investors Portfolio Services LLC92,647$7.64M5.84%+13,92513F-HRTimeline
Centerline Wealth Advisors, LLC90,672$7.48M2.34%+1,90513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC83,410$6.88M0.11%+12,46313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,272$6.87M<0.01%new13F-HRTimelineGroup
Kaizen Financial Strategies81,885$6.69M2.64%-6,27513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC79,235$6.54M1.12%+6,95113F-HRTimeline
Merited Wealth, LLC78,836$6.5M4.6%+42,12713F-HRTimeline
OpenArc Corporate Advisory, LLC76,802$6.34M0.08%+18,31913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…76,370$6.31M0.01%-3,98913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC75,733$6.25M0.19%-3,75713F-HRTimelineGroup
SACKS & ASSOCIATES, LLC72,494$6.05M4.08%+85913F-HRTimeline
Cooper Financial Group71,862$5.93M0.49%+34,59413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding68,803$5.68M+29Timeline
BELLEVUE ASSET MANAGEMENT, LLC66,634$5.5M2.54%-10013F-HRTimeline
Apella Capital, LLC65,685$5.42M0.08%-3,26613F-HRTimeline
WealthPLAN Partners, LLC61,862$5.1M0.98%+30,60213F-HRTimeline
Hopwood Nicholas Hunter61,202$5.05M1.39%+3,23913F-HRTimeline
SCOTIA CAPITAL INC.58,934$4.86M0.02%+1,57713F-HRTimeline
IHT Wealth Management, LLC58,055$4.79M0.1%-79813F-HRTimeline
Arax Advisory Partners57,379$4.73M0.03%new13F-HRTimeline
VESTOR CAPITAL, LLC30,350$4.5M0.28%-296,17513F-HRTimeline
Aprio Wealth Management, LLC54,386$4.49M0.22%+46,46613F-HRTimeline
NewEdge Advisors, LLC53,706$4.43M0.01%-8,42613F-HRTimeline
Storen Legacy Partners, LLC53,510$4.41M1.2%+1,81913F-HRTimeline
MCDONALD PARTNERS LLC52,877$4.36M1.06%+28,05013F-HRTimeline
Kingsview Wealth Management, LLC52,065$4.29M0.05%+9,99213F-HRTimeline
Legacy Edge Advisors, LLC50,326$4.15M0.38%+4,41813F-HR/ATimeline
Ignite Planners, LLC48,293$3.99M0.55%+2,38713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers48,149$3.97M<0.01%+8,49613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,082$3.88M0.08%+2,72513F-HRTimelineGroup
Golden State Wealth Management, LLC44,243$3.65M0.33%+25,09313F-HRTimeline
NewEdge Wealth, LLC43,293$3.57M0.04%-3,86513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED40,218$3.32M0.2%-6,97313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC40,004$3.3M0.86%new13F-HRTimeline
Global Retirement Partners, LLC39,444$3.25M0.05%13F-HRTimeline
WBH ADVISORY INC37,865$3.12M0.21%+2,89713F-HRTimeline
Western Wealth Management, LLC37,389$3.08M0.1%+4,35813F-HRTimeline
HBW ADVISORY SERVICES LLC36,501$3.01M0.27%-13,42413F-HRTimeline
5T Wealth, LLC36,062$2.97M1.11%+58913F-HRTimeline
1015 Capital Partners, LLC35,920$2.96M2.48%+8,66013F-HRTimeline
Purus Wealth Management, LLC34,904$2.88M0.79%+1,09913F-HRTimeline
Mutual Advisors, LLC34,859$2.88M0.05%+70713F-HRTimeline
Red Mountain Financial, LLC33,935$2.8M2.35%+2,73113F-HRTimeline
Sharkey, Howes & Javer33,345$2.75M0.33%+1,95113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,264$2.74M<0.01%+1,71613F-HRTimelineGroup
MGO ONE SEVEN LLC32,692$2.7M0.04%+2,16313F-HRTimeline
TBH Global Asset Management, LLC32,608$2.69M0.49%-7013F-HRTimeline
MassMutual Private Wealth & Trust, FSB32,418$2.67M0.07%-56513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC30,524$2.52M0.57%-46913F-HRTimeline
HB Wealth Management, LLC30,404$2.51M0.01%-4613F-HRTimeline
IFP Advisors, Inc29,877$2.46M0.04%+8,00413F-HRTimeline
Peck Wealth Management, LLC28,888$2.38M2.01%-10013F-HRTimeline
VALICENTI ADVISORY SERVICES INC28,878$2.38M0.45%+1,04113F-HRTimeline
Independence Asset Advisors, LLC28,178$2.32M0.61%+50013F-HRTimeline
Garden State Investment Advisory Servic…27,563$2.27M0.45%-46,60713F-HRTimeline
PCG Wealth Advisors, LLC27,248$2.25M0.5%-3,84313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,953$2.22M<0.01%+2,96613F-HRTimelineGroup
Parcion Private Wealth LLC26,473$2.18M0.12%013F-HRTimeline
Wayfinding Financial, LLC26,189$2.16M0.82%+59313F-HRTimeline
STEVENS CAPITAL PARTNERS26,006$2.15M0.41%+11,89113F-HRTimeline
Belpointe Asset Management LLC25,569$2.11M0.07%-43613F-HRTimeline
Elevation Wealth Management LLC25,072$2.07M1.55%+81813F-HRTimeline
Vise Technologies, Inc.24,321$2.01M0.02%+1,95513F-HRTimeline
HighTower Advisors, LLC24,117$1.99M<0.01%+82913F-HRTimeline
Cyndeo Wealth Partners, LLC23,778$1.96M0.09%+1,27013F-HRTimeline
Farther Finance Advisors, LLC23,334$1.92M0.02%+17,05713F-HRTimeline
Quantum Financial Planning Services, In…23,281$1.92M0.6%+11,34213F-HRTimeline
LANE BROTHERS & CO INC23,264$1.92M1.26%+88513F-HRTimeline
Dakota Wealth Management23,123$1.91M0.04%-66813F-HRTimeline
Cedar Mountain Advisors, LLC23,071$1.9M0.33%+18,90813F-HRTimeline
Atria Investments, Inc22,950$1.89M0.02%+2,24413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC22,788$1.88M0.21%+17913F-HRTimeline
Gateway Wealth Partners, LLC22,410$1.85M0.11%-13,74613F-HRTimeline
World Investment Advisors22,700$1.81M0.03%+20813F-HRTimeline
Sound View Wealth Advisors Group, LLC21,649$1.79M0.11%+82913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,402$1.77M+2,826Timeline
DAVENPORT & Co LLC21,365$1.76M0.01%+12,01313F-HRTimeline
First Bank & Trust21,125$1.74M0.26%+3,65613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.20,957$1.73M2.64%-76013F-HRTimeline
DEARBORN PARTNERS LLC20,252$1.67M0.09%+6,33213F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV20,011$1.65M<0.01%-9,51713F-HR/ATimeline
Saxony Capital Management, LLC19,376$1.6M0.73%+5,93413F-HRTimeline
Balefire, LLC19,154$1.58M0.26%-1,09013F-HRTimeline
Intrepid Financial Planning Group LLC19,139$1.58M0.54%-57213F-HRTimeline
Clear Creek Financial Management, LLC19,119$1.58M0.1%+16,41413F-HRTimeline
PLANNING DIRECTIONS INC19,116$1.58M0.73%-57113F-HRTimeline
Geneos Wealth Management Inc.19,078$1.57M0.03%-24013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,607$1.53M0.29%+1,36213F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,522$1.53M0.08%+8,79313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS18,463$1.52M<0.01%+1,24313F-HRTimeline
3Chopt Investment Partners, LLC18,021$1.49M0.28%-33413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,793$1.47M+3,653Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,299$1.43M0.07%-10213F-HRTimeline
Ruggaard & Associates LLC16,630$1.37M0.49%+2,01813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,909$1.31M0.09%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,525$1.28M0.02%+12,73013F-HRTimeline
D.A. DAVIDSON & CO.14,877$1.23M0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,794$1.22M0.05%-6,83113F-HRTimelineGroup
Advisory Services Network, LLC14,401$1.19M0.01%+2,28513F-HRTimeline
AdvisorNet Financial, Inc13,649$1.13M0.05%+1,92013F-HRTimeline
Integras Partners LLC12,794$1.06M0.58%+67813F-HRTimeline
McLaughlin Asset Management, Inc.12,782$1.05M0.81%+13213F-HR/ATimeline
Steward Partners Investment Advisory, L…12,386$1.02M0.01%+31013F-HRTimeline
Navis Wealth Advisors, LLC12,250$1.01M0.38%013F-HRTimeline
LRI Investments, LLC11,146$919K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,141$919K0.01%+2,80213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,107$916K0.3%-64913F-HRTimeline
Boyer Financial Services, Inc.10,924$904K0.76%-16,55913F-HRTimeline
Cornerstone Wealth Management, LLC10,689$882K0.04%-31013F-HRTimeline
Sanchez Gaunt Capital Management, LLC10,134$836K0.47%+4413F-HRTimeline
GeoWealth Management, LLC10,017$826K0.03%+1,04813F-HRTimeline