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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

229 managers (232 13F filers) reported a position in JIRE shares at 2025-06-30, 102,511,197 shares in all. 49 filers opened a position and 10 filers sold out during the quarter.

Managers
229
13F filers
232
New
49
Added
116
Reduced
43
Sold out
10
Shares held by filers
102,511,197

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO59,920,846$4.24B0.29%-2,301,91913F-HRTimelineGroup
LPL Financial LLC4,051,112$287M0.1%+1,036,37713F-HRTimeline
FMR LLCin group FMR LLC2,528,022$179M0.01%-234,81413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,067,880$146M+1,326,723Timeline
ASSETMARK, INCin group ASSETMARK, INC1,704,525$121M0.28%+192,58213F-HRTimelineGroup
Bogart Wealth, LLC1,621,384$115M4.9%+840,15213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,413,400$100M0.13%+48,58113F-HRTimeline
CWM, LLCin group CWM, LLC1,411,110$99.9M0.35%+325,98113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,358,561$96.1M0.28%+1,221,00313F-HRTimeline
Janney Montgomery Scott LLC1,252,180$88.6M0.23%+135,01313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,165,969$82.5M1.78%+79,69013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,087,220$76.9M0.01%+6,72013F-HRTimelineGroup
Dynasty Wealth Management, LLC1,057,253$74.8M1.27%-123,00713F-HRTimeline
Vestmark Advisory Solutions, Inc.1,001,264$70.9M1.02%+661,76213F-HRTimeline
Conservest Capital Advisors, Inc.868,178$61.4M6.07%-7,17413F-HRTimeline
Cetera Investment Advisers856,804$60.6M0.1%+66,80413F-HRTimeline
Hughes Financial Services, LLC781,048$54.9M9.44%+47,76513F-HRTimeline
New England Professional Planning Group…768,955$54.4M24.79%-39213F-HRTimeline
Private Advisor Group, LLC759,327$53.7M0.29%+55,70713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.739,000$52.3M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.750,730$51.5M0.09%+276,06713F-HR/ATimelineGroup
Richard P Slaughter Associates Inc726,790$51.4M10.49%+99,72513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…705,238$49.9M1.11%+64,68513F-HRTimelineGroup
Pure Financial Advisors, LLC676,057$47.8M0.84%-9,50913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC595,665$42.2M0.01%+116,00713F-HRTimelineGroup
EASTERN BANK572,196$40.5M0.77%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION488,788$34.6M3.04%+23,27013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC485,913$34.4M0.58%+64,69413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…450,142$31.9M1.17%+13,16513F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC419,687$29.7M3.3%+32,43013F-HRTimeline
Elk River Wealth Management LLC368,118$26.1M4.48%+2,94613F-HRTimeline
Pallas Capital Advisors LLC351,234$24.9M0.95%+99,70613F-HRTimeline
Francis Financial, Inc.326,329$23.1M5.34%+23,63013F-HRTimeline
National Philanthropic Trust325,485$23M0.31%-14,56513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$22.8M2.91%013F-HRTimeline
Family Investment Center, Inc.310,510$22M4.98%-13,57213F-HRTimeline
Cambridge Investment Research Advisors,…306,630$21.7M0.07%+15,30613F-HRTimeline
Choice Wealth Advisors LLC301,176$21.3M9.63%-7,95213F-HRTimeline
Leo Wealth, LLC290,730$20.6M1.6%+92,50213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY284,814$20.2M<0.01%-1,460,53313F-HRTimelineGroup
Capital Planning Advisors, LLC279,588$19.8M2.9%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…278,844$19.7M0.04%+15,19513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP278,868$19.7M0.01%+91,23113F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC264,030$18.7M0.41%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…263,095$18.6M0.01%+48,69613F-HRTimelineGroup
EP Wealth Advisors, LLC249,433$17.7M0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245,766$17.4M<0.01%-2,54013F-HR/ATimelineGroup
Kendall Capital Management245,388$17.4M4.59%+67,55613F-HRTimeline
Tradition Wealth Management, LLC214,776$15.2M1.21%+4,87013F-HRTimeline
SAX WEALTH ADVISORS, LLC214,045$15.1M0.91%+59,15413F-HRTimeline
EdgeRock Capital LLC185,366$13.1M4.15%+65,43213F-HRTimeline
Mascoma Wealth Management LLC164,145$11.6M2.7%+11,17313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,509$10.8M0.02%-5,56813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.139,399$9.87M0.05%+130,66413F-HRTimeline
First Horizon Advisors, Inc.137,418$9.73M0.25%-6,78213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC135,004$9.55M0.26%+37,13613F-HRTimeline
Aspire Capital Advisors LLC133,823$9.47M2.62%-24413F-HRTimeline
SIMA Wealth Partners, LLC124,184$8.79M7.1%-72113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,953$8.42M0.01%new13F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE118,890$8.41M1.47%+3,95713F-HRTimeline
MN Wealth Advisors, LLC105,407$7.46M4.34%+16,88013F-HRTimeline
Wagner Wealth Management, LLC103,408$7.32M1.67%+3,00313F-HRTimeline
Bryant Woods Investment Advisors, LLC102,131$7.23M3.12%+32,87313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,979$6.3M0.06%+4,14813F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC82,571$5.84M0.73%+22,43713F-HRTimeline
Financial Connections Group, Inc.80,133$5.67M2.34%+30,49213F-HRTimeline
ForthRight Wealth Management, LLC78,919$5.59M1.74%new13F-HRTimeline
Etesian Wealth Advisors, Inc.78,431$5.55M2.07%+16,05413F-HRTimeline
Kingsview Wealth Management, LLC77,167$5.46M0.09%+72,11013F-HRTimeline
Base Wealth Management LLC74,874$5.3M3.4%new13F-HRTimeline
UNIQUE WEALTH, LLC71,556$5.06M0.82%-39713F-HRTimeline
BridgePort Financial Solutions, LLC70,140$4.96M1.65%+52,98713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,117$4.96M0.01%-277,99513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,849$4.94M0.04%+47,06213F-HRTimelineGroup
Kaizen Financial Strategies66,401$4.7M2.39%+13,55313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC64,506$4.57M1.29%+22513F-HRTimeline
U.S. Capital Wealth Advisors, LLC61,135$4.33M0.13%+6,64913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC60,864$4.31M2.1%-71813F-HRTimeline
Garden State Investment Advisory Servic…60,587$4.29M1.16%-1,68813F-HRTimeline
Convergence Financial, LLC56,005$3.96M0.68%new13F-HRTimeline
Integrated Wealth Concepts LLC55,301$3.91M0.04%+1,01213F-HRTimeline
ARQ WEALTH ADVISORS, LLC55,033$3.51M1.2%013F-HRTimeline
IHT Wealth Management, LLC49,543$3.51M0.1%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC48,867$3.46M0.3%+17,40213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,121$3.41M+7,130Timeline
Centerline Wealth Advisors, LLC43,113$3.05M1.5%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,713$3.02M0.25%+1,37713F-HRTimeline
HBW ADVISORY SERVICES LLC40,264$2.85M0.35%+12,24513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,017$2.83M0.2%-1,47313F-HRTimeline
Lokken Investment Group LLC34,766$2.46M0.95%+67213F-HRTimeline
Global Retirement Partners, LLC34,077$2.41M0.06%13F-HRTimeline
WealthPlan Investment Management, LLC33,652$2.38M0.17%new13F-HRTimeline
HB Wealth Management, LLC32,730$2.32M0.02%+4,56613F-HRTimeline
Western Wealth Management, LLC31,960$2.26M0.13%+1,35613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,948$2.12M0.06%+6,28313F-HRTimelineGroup
Purus Wealth Management, LLC29,718$2.1M0.73%+70013F-HR/ATimeline
Mutual Advisors, LLC28,341$2.03M0.05%+1,10713F-HRTimeline
Ignite Planners, LLC27,473$1.92M0.33%new13F-HR/ATimeline
Parcion Private Wealth LLC26,473$1.87M0.13%-30013F-HRTimeline
Blue Oak Capital, LLC26,119$1.85M0.97%+9,65313F-HRTimeline
Geneos Wealth Management Inc.26,047$1.84M0.05%-26,29913F-HRTimeline
Belpointe Asset Management LLC25,276$1.79M0.07%-1813F-HRTimeline
VALICENTI ADVISORY SERVICES INC25,161$1.78M0.42%-37413F-HRTimeline
WBH ADVISORY INC24,584$1.74M0.15%new13F-HRTimeline
Balefire, LLC21,998$1.56M0.34%new13F-HRTimeline
Csenge Advisory Group21,897$1.51M0.08%+30413F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,823$1.47M0.04%+3,85713F-HRTimeline
TFB Advisors LLC20,582$1.46M0.38%+4,22813F-HRTimeline
Intrepid Financial Planning Group LLC20,151$1.43M0.6%+32813F-HRTimeline
Marshall Financial Group, LLC20,158$1.41M0.28%-2,48613F-HRTimeline
Sharkey, Howes & Javer19,492$1.38M0.18%new13F-HRTimeline
Red Mountain Financial, LLC19,313$1.37M1.52%new13F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC17,255$1.22M0.05%new13F-HRTimeline
Sanctuary Advisors, LLC17,107$1.21M0.01%+6,47413F-HRTimeline
Cyndeo Wealth Partners, LLC16,816$1.19M0.07%+1,32213F-HRTimeline
Compound Planning, Inc.16,214$1.15M0.04%new13F-HRTimeline
NewEdge Advisors, LLC14,603$1.03M0.01%-3,90913F-HRTimeline
Lionsbridge Wealth Management LLC14,462$1.02M1.02%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,500$955K0.04%+1,36713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,492$884K<0.01%+1,75113F-HRTimeline
3Chopt Investment Partners, LLC12,460$882K0.21%+3,98413F-HRTimeline
PLANNING DIRECTIONS INC12,130$858K0.48%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC11,980$848K0.65%+213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,963$847K0.12%+2,56013F-HRTimeline
Wayfinding Financial, LLC12,087$844K0.38%+1,70313F-HRTimeline
Integras Partners LLC11,660$825K0.83%+30413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,598$821K1.1%+52313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$715K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,391$665K<0.01%+38313F-HRTimelineGroup
Integrated Capital Management, LLC9,334$656K0.31%+5,55013F-HRTimeline
Cooper Financial Group8,864$627K0.07%+30413F-HRTimeline
IFP Advisors, Inc8,780$621K0.02%+3,02813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,210$581K<0.01%-35,96713F-HRTimelineGroup
N.E.W. Advisory Services LLC8,015$567K0.06%-74,53813F-HRTimeline
Steward Partners Investment Advisory, L…7,833$554K<0.01%+6,03313F-HRTimeline
Northwest Capital Management Inc7,751$549K0.3%-34113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,727$547KnewTimeline
Farther Finance Advisors, LLC7,586$537K0.01%+40013F-HRTimeline
Golden State Wealth Management, LLC7,439$526K0.06%+62413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,115$504K0.21%+3,10013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,059$500K0.02%+66513F-HRTimelineGroup
Meridian Wealth Management, LLC7,016$497K0.02%+21313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,995$495K<0.01%new13F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC6,981$494K0.09%-7513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,676$472K0.2%+1,92813F-HRTimeline
Walkner Condon Financial Advisors LLC6,585$466K0.09%-91513F-HRTimeline
Bank of Marin6,583$466K0.35%new13F-HRTimeline
Berger Financial Group, Inc6,534$462K0.03%013F-HRTimeline
Atria Investments, Inc6,083$430K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,037$427K0.01%new13F-HRTimeline
Phoenix Wealth Advisors5,995$424K0.18%new13F-HRTimeline
GeoWealth Management, LLC5,912$418K0.02%+1,84313F-HRTimeline
J.W. COLE ADVISORS, INC.5,876$416K0.01%-49013F-HRTimeline
PRIVATE TRUST CO NA5,788$410K0.04%+1,11013F-HRTimeline
AdvisorNet Financial, Inc5,609$397K0.03%+1,43313F-HRTimeline
Fairvoy Private Wealth, LLC5,410$383K0.1%+19613F-HRTimeline
Sovran Advisors, LLC5,387$380K0.04%+15213F-HRTimeline
STEVENS CAPITAL PARTNERS5,286$372K0.13%new13F-HRTimeline
Patten Group, Inc.5,171$366K0.08%013F-HRTimeline
Signature Wealth Management Group4,989$353K0.14%+2413F-HRTimeline
Gateway Wealth Partners, LLC4,733$335K0.06%-1,10113F-HRTimeline
IFG Advisory, LLC4,700$333K0.02%+21613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,697$332K0.02%013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,656$330K0.01%new13F-HRTimeline
HighTower Advisors, LLC4,597$325K<0.01%+55813F-HRTimeline
&PARTNERS4,408$312K<0.01%new13F-HRTimeline
Goelzer Investment Management, Inc.4,343$307K0.02%013F-HRTimeline
Shira Ridge Wealth Management4,262$302K0.14%+57513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,126$291K0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,022$285K<0.01%+2,54713F-HRTimelineGroup
Sterling Investment Counsel, LLC3,898$276K0.16%+61413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,823$271K<0.01%-1813F-HRTimelineGroup
Semus Wealth Partners LLC3,795$269K0.17%+59413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,729$264K<0.01%-37613F-HRTimelineGroup
United Advisor Group, LLC3,688$261K0.05%-41713F-HRTimeline
VESTOR CAPITAL, LLC601$255K0.02%-283,64813F-HRTimeline
Mayfair Advisory Group, LLC3,373$241K0.11%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,361$238K0.11%new13F-HRTimeline
Whipplewood Advisors, LLC3,345$237K0.13%+3,29913F-HRTimeline
Lowe Wealth Advisors, LLC3,226$228K0.09%+2,14013F-HRTimeline
Advyzon Investment Management, LLC3,207$227K0.05%new13F-HRTimeline
Legacy Edge Advisors, LLC3,202$227K0.03%new13F-HRTimeline
Allen Capital Group, LLC3,154$223K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…3,042$215K0.02%+35213F-HRTimeline
Mariner, LLCin group Mariner, LLC2,944$208K<0.01%-68313F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,871$203K<0.01%-5,42313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,326$165K<0.01%+20913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,986$141K<0.01%+1,81613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC995$70.4K0.02%013F-HRTimeline
MAI Capital Management967$68.4K<0.01%+15113F-HRTimeline
HARBOUR INVESTMENTS, INC.826$58.5K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC805$57K0.04%013F-HRTimeline
Bulwark Capital Corp720$51K0.04%13F-HRTimeline
Banco de Sabadell, S.A659$47K0.03%new13F-HRTimeline
Cedar Mountain Advisors, LLC630$44.6K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN518$36.7K<0.01%+48713F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.504$35.6K0.02%+11013F-HRTimeline
Creekmur Asset Management LLC479$33.9K0.01%new13F-HRTimeline
Blue Trust, Inc.421$29.8K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC370$26.2K<0.01%new13F-HRTimeline