Skip to content
Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

Follow

INTRNL RES EQT (fund)

163 managers (165 13F filers) reported a position in JIRE shares at 2024-12-31, 99,702,832 shares in all. 24 filers opened a position and 17 filers sold out during the quarter.

Managers
163
13F filers
165
New
24
Added
90
Reduced
29
Sold out
17
Shares held by filers
99,702,832

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO65,333,419$3.82B0.3%+5,229,62113F-HRTimelineGroup
FMR LLCin group FMR LLC11,158,235$653M0.04%-1,013,80113F-HRTimelineGroup
LPL Financial LLC3,063,454$179M0.07%+286,64813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,586,042$92.8M0.25%+16,79713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,241,415$72.6M0.11%+115,16813F-HRTimeline
Janney Montgomery Scott LLC1,093,256$64M0.18%-96,04913F-HRTimeline
Bogart Wealth, LLC818,247$47.9M2.27%+78,66813F-HRTimeline
New England Professional Planning Group…738,485$43.2M21.52%+14,25013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…734,829$43M0.96%+72,72413F-HRTimelineGroup
Hughes Financial Services, LLC700,765$41M8.42%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding662,087$38.7M+39,145Timeline
Parcion Private Wealth LLC635,514$37.2M2.84%-373,20313F-HRTimeline
CWM, LLCin group CWM, LLC611,512$35.8M0.15%+14,10713F-HRTimelineGroup
Cetera Investment Advisers543,830$31.8M0.07%+60,30713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.529,059$31M0.07%+90,22113F-HR/ATimelineGroup
Family Investment Center, Inc.431,097$25.2M6.4%-4,74413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…400,284$23.4M0.96%-33,38013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION387,468$22.7M2.12%+12,05013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC375,521$22M0.14%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC364,619$21.3M0.03%+336,47913F-HRTimelineGroup
Elk River Wealth Management LLC343,248$20.1M3.64%+19,26413F-HRTimeline
National Philanthropic Trust329,692$19.3M0.28%-1,77213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC319,857$18.7M0.01%13F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC313,527$18.3M0.36%+34,30013F-HRTimeline
Richard P Slaughter Associates Inc313,383$18.3M4.11%+49,62913F-HRTimeline
Choice Wealth Advisors LLC313,018$18.3M9.35%+10,91313F-HRTimeline
Private Advisor Group, LLC307,878$18M0.1%+26,86413F-HRTimeline
Vestmark Advisory Solutions, Inc.294,304$17.2M0.59%+37,33913F-HRTimeline
VESTOR CAPITAL, LLC282,555$16.5M1.26%-26,90513F-HRTimeline
Leo Wealth, LLC276,529$16.2M1.45%-63,54713F-HRTimeline
Cambridge Investment Research Advisors,…275,757$16.1M0.05%+3,02313F-HRTimeline
Buffington Mohr McNeal275,091$16.1M2.67%+4,07713F-HRTimeline
Wealth Alliance Advisory Group, LLC273,848$16M3.39%+4,19713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC254,817$14.9M1.85%+94,66713F-HRTimeline
Pallas Capital Advisors LLC249,978$14.6M0.63%-1,17513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE245,980$14.4M2.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…229,894$13.5M0.01%+7,92913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…213,969$12.5M0.03%+5,01813F-HRTimelineGroup
Tradition Wealth Management, LLC197,879$11.6M1.02%+188,36013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…149,757$8.76M0.02%+97,01413F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP141,035$8.25M0.01%+58,67713F-HRTimelineGroup
First Horizon Advisors, Inc.140,520$8.22M0.23%-5,06413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,479$8.04M<0.01%+7,54013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC130,539$7.64M0.03%-2,67313F-HRTimeline
SIMA Wealth Partners, LLC115,443$6.75M5.74%-3,81313F-HRTimeline
Aspire Capital Advisors LLC108,708$6.36M1.82%+7,03613F-HRTimeline
SAX WEALTH ADVISORS, LLC98,587$5.77M0.45%new13F-HRTimeline
Wagner Wealth Management, LLC94,711$5.54M1.43%+7,60213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,201$4.81M0.05%+7,59613F-HRTimelineGroup
Kendall Capital Management79,131$4.63M1.35%+47,23513F-HRTimeline
Garden State Investment Advisory Servic…78,763$4.61M1.42%-38,07013F-HRTimeline
MN Wealth Advisors, LLC74,973$4.39M2.47%+6,90813F-HRTimeline
U.S. Capital Wealth Advisors, LLC71,806$4.2M0.13%+10,87813F-HRTimeline
Integrated Wealth Concepts LLC70,421$4.12M0.05%+1,98413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC68,549$4.01M2.07%+1,20913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,381$3.88M<0.01%+65,54613F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC60,669$3.55M1.07%-91013F-HRTimeline
Etesian Wealth Advisors, Inc.56,336$3.3M1.46%+19,71413F-HRTimeline
Bryant Woods Investment Advisors, LLC52,495$3.07M1.49%+8,02513F-HRTimeline
ARQ WEALTH ADVISORS, LLC49,992$2.93M1.11%-12,72813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC48,035$2.81M0.08%+43,60813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding46,914$2.74M+29,489Timeline
Francis Financial, Inc.43,980$2.57M0.65%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC43,906$2.57M0.34%new13F-HRTimeline
N.E.W. Advisory Services LLC40,102$2.35M0.22%-3,08713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,444$2.19M0.2%+15013F-HRTimeline
Lokken Investment Group LLC34,654$2.03M0.88%+43713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV34,460$2.02M0.16%-181,06913F-HRTimeline
Purus Wealth Management, LLC28,973$1.7M0.67%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC28,691$1.68M0.15%+9,16813F-HRTimeline
VALICENTI ADVISORY SERVICES INC27,458$1.61M0.4%+2,85413F-HRTimeline
Kingsview Wealth Management, LLC26,272$1.54M0.03%+11,23213F-HRTimeline
Summit Investment Advisory Services, LLC25,967$1.52M0.78%+1,11713F-HRTimeline
Belpointe Asset Management LLC25,808$1.51M0.09%+4213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,483$1.43M0.04%+1,84913F-HRTimelineGroup
GTS SECURITIES LLC24,279$1.42M0.07%new13F-HRTimeline
Marshall Financial Group, LLC24,088$1.41M0.34%+37613F-HRTimeline
Csenge Advisory Group23,842$1.39M0.08%+20413F-HRTimeline
NewEdge Advisors, LLC21,251$1.24M0.01%+5213F-HRTimeline
Intrepid Financial Planning Group LLC20,267$1.19M0.5%+41513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,698$1.09M0.01%new13F-HRTimelineGroup
Blue Oak Capital, LLC18,365$1.07M0.65%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,227$1.07M0.03%+66413F-HRTimeline
Financial Connections Group, Inc.15,898$930K0.45%+8,29113F-HRTimeline
TFB Advisors LLC15,823$926K0.26%+2,05413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,044$880K3.66%-1,86813F-HRTimeline
HBW ADVISORY SERVICES LLC14,981$877K0.09%+4213F-HRTimeline
BridgePort Financial Solutions, LLC12,840$816K0.37%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,399$725K0.05%-29813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,047$705K<0.01%+91613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,650$682K1.16%+1713F-HRTimeline
Integras Partners LLC11,495$673K0.57%13F-HRTimeline
Geneos Wealth Management Inc.11,280$660K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC10,354$641K<0.01%+1,96813F-HRTimeline
Atria Wealth Solutions, Inc.10,948$641K0.01%+6,21913F-HRTimeline
Wayfinding Financial, LLC9,915$580K0.31%new13F-HRTimeline
Conservest Capital Advisors, Inc.9,912$580K0.06%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,894$579K0.09%+1,99113F-HRTimeline
Walkner Condon Financial Advisors LLC9,280$543K0.11%+4,10513F-HRTimeline
Meridian Wealth Management, LLC8,382$490K0.02%-22713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,046$427K0.02%+1,02913F-HRTimeline
Berger Financial Group, Inc6,534$382K0.03%+14413F-HRTimeline
World Investment Advisors6,344$371K0.01%+80413F-HRTimeline
Mayfair Advisory Group, LLC5,992$351K0.21%+52213F-HRTimeline
NewEdge Wealth, LLC5,483$321K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,334$312K0.03%+5713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,301$310K<0.01%+1,67913F-HRTimelineGroup
IFP Advisors, Inc5,235$306K0.01%+37113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,221$305K<0.01%-35413F-HRTimelineGroup
Western Wealth Management, LLC5,174$303K0.02%new13F-HR/ATimeline
Patten Group, Inc.5,171$303K0.07%-9113F-HRTimeline
Sovran Advisors, LLC5,095$297K0.04%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,910$287K0.02%+59913F-HR/ATimelineGroup
GeoWealth Management, LLC4,675$274K0.01%-44913F-HRTimeline
TBH Global Asset Management, LLC3,795$269K0.06%-26,55113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,400$257K0.13%+17313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,352$255K0.02%new13F-HRTimelineGroup
Goelzer Investment Management, Inc.4,343$254K0.01%013F-HRTimeline
Golden State Wealth Management, LLC4,303$252K0.04%13F-HRTimeline
NWAM LLC4,266$250K0.02%+1913F-HRTimeline
Global Retirement Partners, LLC4,173$244K0.01%-21013F-HRTimeline
AdvisorNet Financial, Inc4,030$236K0.02%new13F-HRTimeline
Gateway Wealth Partners, LLC4,011$235K0.06%+93913F-HRTimeline
Shira Ridge Wealth Management3,936$230K0.11%+16613F-HRTimeline
Integrated Capital Management, LLC3,830$224K0.12%+17813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,815$223K0.03%013F-HRTimelineGroup
HighTower Advisors, LLC3,752$220K<0.01%new13F-HRTimeline
IFG Advisory, LLC3,752$220K0.01%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,715$217K0.1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,713$217K<0.01%+1013F-HRTimelineGroup
Sterling Investment Counsel, LLC3,531$207K0.14%-8913F-HRTimeline
Northwest Capital Management Inc3,414$200K0.09%+4313F-HRTimeline
Whipplewood Advisors, LLC3,237$189K0.11%13F-HRTimeline
Farther Finance Advisors, LLC3,016$176K0.01%-1,92613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,880$110K<0.01%+17213F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,422$83.2K<0.01%-15313F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC995$58.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.989$57.9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC816$47.7K<0.01%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545$31.9K<0.01%+50313F-HRTimelineGroup
Capital Investment Advisory Services, L…542$31.7K<0.01%013F-HRTimeline
AE Wealth Management LLC502$29.4K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.415$24.3K0.02%+9513F-HRTimeline
Allworth Financial LP392$23.8K<0.01%+16313F-HRTimeline
Park Square Financial Group, LLC336$19.7K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…294$17.2K<0.01%013F-HRTimeline
Asset Dedication, LLC275$16.1K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC250$14.6K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$11.7K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC161$9.42K<0.01%+2613F-HRTimeline
COMERICA BANK102$5.97K<0.01%013F-HR/ATimeline
Element Wealth, LLC98$5.72K<0.01%+313F-HRTimeline
LGT Financial Advisors LLC95$5.56K0.01%+613F-HRTimeline
UBS Group AGin group UBS Group AG86$5.03K<0.01%new13F-HRTimelineGroup
TSFG, LLC78$5K<0.01%+213F-HRTimeline
Register Financial Advisors LLC73$4.27K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd58$3.39K<0.01%+513F-HRTimeline
MAI Capital Management57$3.34K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53$3.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC26$1.52K<0.01%-77213F-HRTimeline
WR Wealth Planners, LLC23$1.35K<0.01%013F-HRTimeline
Avior Wealth Management, LLC13$760<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC13$00%new13F-HRTimelineValue filed as zero, left out of ratios.