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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

191 managers (193 13F filers) reported a position in JIRE shares at 2025-03-31, 97,646,199 shares in all. 43 filers opened a position and 14 filers sold out during the quarter.

Managers
191
13F filers
193
New
43
Added
79
Reduced
60
Sold out
14
Shares held by filers
97,646,199

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO62,222,765$3.96B0.3%-3,110,65413F-HRTimelineGroup
LPL Financial LLC3,014,735$192M0.07%-48,71913F-HRTimeline
FMR LLCin group FMR LLC2,762,836$176M0.01%-8,395,39913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,745,347$111M0.01%+1,743,46713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,511,943$96.3M0.26%-74,09913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,364,819$87M0.12%+123,40413F-HRTimeline
Dynasty Wealth Management, LLC1,180,260$75.2M1.25%new13F-HRTimeline
Janney Montgomery Scott LLC1,117,167$71.2M0.2%+23,91113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,086,279$69.2M1.75%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,085,129$69.1M0.28%+473,61713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,080,500$68.8M0.01%new13F-HRTimelineGroup
Conservest Capital Advisors, Inc.875,352$55.8M5.86%+865,44013F-HRTimeline
Cetera Investment Advisers790,000$50.3M0.1%+246,17013F-HRTimeline
Bogart Wealth, LLC781,232$49.8M2.35%-37,01513F-HRTimeline
New England Professional Planning Group…769,347$49M24.41%+30,86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding741,157$47.2M+79,070Timeline
Invesco Ltd.in group Invesco Ltd.739,000$47.1M0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC733,283$46.8M9.15%+32,51813F-HRTimeline
Private Advisor Group, LLC703,620$44.8M0.27%+395,74213F-HRTimeline
Pure Financial Advisors, LLC685,566$43.7M0.91%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…640,553$40.8M0.88%-94,27613F-HRTimelineGroup
Richard P Slaughter Associates Inc627,065$40M9.33%+313,68213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC479,658$30.6M0.01%+159,80113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474,663$30.2M0.07%-54,39613F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION465,518$29.7M2.88%+78,05013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…436,977$27.8M1.15%+36,69313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC421,219$26.8M0.5%+107,69213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC387,257$24.7M2.96%+132,44013F-HRTimeline
Elk River Wealth Management LLC365,172$23.3M4.36%+21,92413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC348,112$22.2M0.04%-16,50713F-HR/ATimelineGroup
National Philanthropic Trust340,050$21.7M0.35%+10,35813F-HRTimeline
Vestmark Advisory Solutions, Inc.339,502$21.6M0.56%+45,19813F-HRTimeline
Family Investment Center, Inc.324,082$20.7M5.05%-107,01513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$20.5M3.01%+76,20013F-HRTimeline
Choice Wealth Advisors LLC309,128$19.7M10.27%-3,89013F-HRTimeline
Francis Financial, Inc.302,699$19.3M4.69%+258,71913F-HRTimeline
Cambridge Investment Research Advisors,…291,324$18.6M0.06%+15,56713F-HRTimeline
VESTOR CAPITAL, LLC284,249$18.1M1.49%+1,69413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…263,649$16.8M0.04%+49,68013F-HRTimelineGroup
Buffington Mohr McNeal253,125$16.1M3.18%-21,96613F-HRTimeline
Pallas Capital Advisors LLC251,528$16M0.67%+1,55013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,306$15.8M<0.01%+110,82713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…214,399$13.7M0.01%-15,49513F-HRTimelineGroup
Tradition Wealth Management, LLC209,906$13.4M1.18%+12,02713F-HRTimeline
Leo Wealth, LLC198,228$12.6M1.82%-78,30113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP187,637$12.1M0.01%+46,60213F-HR/ATimelineGroup
Kendall Capital Management177,832$11.3M3.33%+98,70113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…158,077$10.1M0.02%+8,32013F-HRTimeline
SAX WEALTH ADVISORS, LLC154,891$9.87M0.71%+56,30413F-HRTimeline
Mascoma Wealth Management LLC152,972$9.75M2.43%new13F-HRTimeline
First Horizon Advisors, Inc.144,200$9.19M0.26%+3,68013F-HRTimeline
MML INVESTORS SERVICES, LLC137,558$8.77M0.03%+7,01913F-HRTimeline
Aspire Capital Advisors LLC134,067$8.54M2.55%+25,35913F-HRTimeline
SIMA Wealth Partners, LLC124,905$7.96M6.61%+9,46213F-HRTimeline
EdgeRock Capital LLC119,934$7.64M5.45%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE114,933$7.32M1.36%13F-HRTimeline
Wagner Wealth Management, LLC100,405$6.4M1.59%+5,69413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC97,868$6.24M0.19%+49,83313F-HRTimeline
MN Wealth Advisors, LLC88,527$5.64M3.31%+13,55413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,831$5.41M0.07%+2,63013F-HRTimelineGroup
N.E.W. Advisory Services LLC82,553$5.26M0.4%+42,45113F-HRTimeline
UNIQUE WEALTH, LLC71,953$4.58M0.87%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC69,258$4.41M2.12%+16,76313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC64,281$4.1M1.36%+3,61213F-HRTimeline
Etesian Wealth Advisors, Inc.62,377$3.97M1.71%+6,04113F-HRTimeline
Garden State Investment Advisory Servic…62,275$3.97M1.27%-16,48813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC61,582$3.92M2.14%-6,96713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC60,134$3.83M0.52%+16,22813F-HRTimeline
ARQ WEALTH ADVISORS, LLC55,033$3.51M1.3%+5,04113F-HRTimeline
U.S. Capital Wealth Advisors, LLC54,486$3.47M0.11%-17,32013F-HRTimeline
Integrated Wealth Concepts LLC54,289$3.46M0.04%-16,13213F-HRTimeline
Kaizen Financial Strategies52,848$3.37M1.94%new13F-HRTimeline
Geneos Wealth Management Inc.52,346$3.34M0.05%+41,06613F-HRTimeline
Financial Connections Group, Inc.49,641$3.16M1.42%+33,74313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,177$2.81M<0.01%-22,20413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED41,336$2.66M0.25%+3,89213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV41,490$2.64M0.21%+7,03013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,991$2.61M-5,923Timeline
Lokken Investment Group LLC34,094$2.17M0.92%-56013F-HRTimeline
Galvin, Gaustad & Stein, LLC31,465$2M0.18%+2,77413F-HRTimeline
Western Wealth Management, LLC30,604$1.95M0.13%+25,43013F-HRTimeline
Purus Wealth Management, LLC29,018$1.85M0.79%+4513F-HRTimeline
HB Wealth Management, LLC28,164$1.79M0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC28,019$1.79M0.25%+13,03813F-HRTimeline
Mutual Advisors, LLC27,234$1.78M0.05%new13F-HRTimeline
Parcion Private Wealth LLC26,773$1.71M0.14%-608,74113F-HRTimeline
VALICENTI ADVISORY SERVICES INC25,535$1.63M0.42%-1,92313F-HRTimeline
Belpointe Asset Management LLC25,294$1.61M0.08%-51413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,665$1.51M0.05%-81813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,787$1.45M0.01%+4,08913F-HRTimelineGroup
Marshall Financial Group, LLC22,644$1.44M0.32%-1,44413F-HRTimeline
Csenge Advisory Group21,593$1.37M0.08%-2,24913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,851$1.26M<0.01%new13F-HR/ATimelineGroup
Intrepid Financial Planning Group LLC19,823$1.26M0.59%-44413F-HRTimeline
NewEdge Advisors, LLC18,512$1.18M0.01%-2,73913F-HRTimeline
BridgePort Financial Solutions, LLC17,153$1.09M0.49%+4,31313F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,966$1.08M0.03%-1,26113F-HRTimeline
Blue Oak Capital, LLC16,466$1.05M0.58%-1,89913F-HRTimeline
TFB Advisors LLC16,354$1.04M0.3%+53113F-HRTimeline
Cyndeo Wealth Partners, LLC15,494$987K0.06%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,133$773K0.03%-26613F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC11,978$763K0.63%-3,06613F-HRTimeline
TruNorth Capital Management, LLC11,628$741K0.18%new13F-HRTimeline
Integras Partners LLC11,356$724K0.65%-13913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,075$706K1.07%-57513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,741$684K<0.01%-1,30613F-HRTimeline
Sanctuary Advisors, LLC10,633$678K<0.01%+27913F-HRTimeline
Wayfinding Financial, LLC10,384$661K0.29%+46913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,403$599K0.1%-49113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,008$574K<0.01%+3,70713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,735$557K<0.01%new13F-HRTimeline
Cooper Financial Group8,560$545K0.07%new13F-HRTimeline
3Chopt Investment Partners, LLC8,476$540K0.14%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,294$528K0.01%-2,65413F-HRTimeline
Northwest Capital Management Inc8,092$516K0.21%+4,67813F-HRTimeline
Walkner Condon Financial Advisors LLC7,500$478K0.1%-1,78013F-HRTimeline
Farther Finance Advisors, LLC7,186$458K0.01%+4,17013F-HRTimeline
Wealth Alliance Advisory Group, LLC7,056$450K0.09%-266,79213F-HRTimeline
Golden State Wealth Management, LLC6,815$434K0.06%+2,51213F-HR/ATimeline
Meridian Wealth Management, LLC6,803$434K0.02%-1,57913F-HRTimeline
Berger Financial Group, Inc6,534$416K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,394$407K0.02%+1,48413F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.6,366$406K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC5,834$372K0.08%+1,82313F-HRTimeline
IFP Advisors, Inc5,752$367K0.01%+51713F-HRTimeline
Fairvoy Private Wealth, LLC5,214$332K0.09%new13F-HRTimeline
Sovran Advisors, LLC5,235$331K0.04%+14013F-HRTimeline
Patten Group, Inc.5,171$329K0.08%013F-HRTimeline
Kingsview Wealth Management, LLC5,057$322K0.01%-21,21513F-HRTimeline
Signature Wealth Management Group4,965$316K0.12%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,748$303K0.14%+34813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,697$299K0.02%+34513F-HRTimelineGroup
PRIVATE TRUST CO NA4,678$298K0.03%-65613F-HRTimeline
IFG Advisory, LLC4,484$286K0.02%+73213F-HRTimeline
Goelzer Investment Management, Inc.4,343$277K0.02%013F-HR/ATimeline
AdvisorNet Financial, Inc4,176$266K0.02%+14613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,105$262K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC4,105$262K0.05%new13F-HRTimeline
GeoWealth Management, LLC4,069$259K0.01%-60613F-HRTimeline
HighTower Advisors, LLC4,039$257K<0.01%+28713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,015$256K0.12%+30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,841$245K<0.01%+12813F-HRTimelineGroup
Integrated Capital Management, LLC3,784$241K0.13%-4613F-HRTimeline
Shira Ridge Wealth Management3,687$235K0.12%-24913F-HRTimeline
Mariner, LLCin group Mariner, LLC3,627$231K<0.01%-1,59413F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,441$219K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC3,441$219K<0.01%new13F-HR/ATimeline
Whipplewood Advisors, LLC46$219K0.16%-3,19113F-HRTimeline
Sterling Investment Counsel, LLC3,284$209K0.07%-24713F-HRTimeline
Semus Wealth Partners LLC3,201$204K0.14%new13F-HRTimeline
Capital Investment Advisory Services, L…2,690$171K0.02%+2,14813F-HRTimeline
Olde Wealth Management, LLC2,164$137K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,117$135K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,800$115K<0.01%+1,50613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,529$97.4K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,475$94K<0.01%+5313F-HRTimelineGroup
Lowe Wealth Advisors, LLC1,086$69.2K0.03%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC995$63.4K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.826$52.6K<0.01%-16313F-HRTimeline
MAI Capital Management816$52K<0.01%+75913F-HRTimeline
Paladin Advisory Group, LLC805$51.3K0.04%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA691$44K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.500$31.9K0.01%new13F-HRTimeline
NFSG Corp456$29.1K0.01%new13F-HRTimeline
AE Wealth Management LLC401$25.6K<0.01%-10113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.394$25.1K0.02%-2113F-HRTimeline
NorthRock Partners, LLC379$24.1K<0.01%new13F-HRTimeline
Rossby Financial, LCC307$20.1K0.01%new13F-HRTimeline
Park Square Financial Group, LLC315$20.1K0.02%-2113F-HRTimeline
Asset Dedication, LLC275$17.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC270$17.2K<0.01%new13F-HRTimeline
Allworth Financial LP256$16.7K<0.01%-13613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC200$11.7K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC170$10.8K<0.01%-8013F-HRTimeline
Continuum Advisory, LLC135$8.6K<0.01%new13F-HRTimeline
Arax Advisory Partners106$6.75K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC104$6.63K0.02%+913F-HRTimeline
COMERICA BANK102$6.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC86$5.48K<0.01%-7513F-HRTimeline
TSFG, LLC78$5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.76$4.84K<0.01%new13F-HRTimeline
Register Financial Advisors LLC73$4.65K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd50$3.19K<0.01%-813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors34$2.17K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC46$2K<0.01%+3313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31$1.96K<0.01%-51413F-HRTimelineGroup
BFSG, LLC30$1.91K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC27$1.72K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC26$1.66K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC8$510<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,04613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.