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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

265 managers (268 13F filers) reported a position in JIRE shares at 2025-09-30, 112,820,033 shares in all. 53 filers opened a position and 15 filers sold out during the quarter.

Managers
265
13F filers
268
New
53
Added
146
Reduced
40
Sold out
15
Shares held by filers
112,820,033

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO61,341,220$4.51B0.29%+1,420,37413F-HR/ATimelineGroup
LPL Financial LLC5,759,697$424M0.12%+1,708,58513F-HRTimeline
FMR LLCin group FMR LLC2,759,820$203M0.01%+231,79813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,741,043$202M+673,163Timeline
Janney Montgomery Scott LLC1,731,288$127M0.3%+479,10813F-HRTimeline
Bogart Wealth, LLC1,631,713$120M4.87%+10,32913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,577,628$116M0.25%-126,89713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,524,632$112M0.15%+111,23213F-HRTimeline
CWM, LLCin group CWM, LLC1,514,521$111M0.34%+103,41113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,498,831$110M0.29%+140,27013F-HRTimeline
Dynasty Wealth Management, LLC1,475,057$108M1.45%+417,80413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,481,410$90.8M1.78%+315,44113F-HRTimeline
Vestmark Advisory Solutions, Inc.1,134,168$83.4M1.59%+132,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,116,398$82.1M0.03%+520,73313F-HRTimelineGroup
Cetera Investment Advisers1,108,723$81.5M0.09%+251,91913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,105,727$81.3M0.01%+18,50713F-HRTimelineGroup
EASTERN BANK1,018,563$74.9M1.33%+446,36713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.918,000$67.5M0.01%+179,00013F-HRTimelineGroup
Private Advisor Group, LLC915,381$67.3M0.33%+156,05413F-HRTimeline
Conservest Capital Advisors, Inc.876,831$64.5M5.97%+8,65313F-HRTimeline
Hughes Financial Services, LLC803,917$60.4M9.61%+22,86913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.800,026$58.1M0.08%+49,29613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…779,066$57.3M1.15%+73,82813F-HRTimelineGroup
New England Professional Planning Group…759,048$54.4M24.92%-9,90713F-HRTimeline
Richard P Slaughter Associates Inc715,613$52.6M11.34%-11,17713F-HRTimeline
Pure Financial Advisors, LLC654,990$48.2M0.77%-21,06713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC551,912$40.6M0.64%+65,99913F-HRTimeline
Cambridge Investment Research Advisors,…503,863$37.1M0.1%+197,23313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…500,467$36.8M1.26%+50,32513F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION452,457$33.3M2.84%-36,33113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC444,745$32.7M3.43%+25,05813F-HRTimeline
Pallas Capital Advisors LLC376,660$27.7M1.02%+25,42613F-HRTimeline
Elk River Wealth Management LLC371,923$27.4M4.38%+3,80513F-HRTimeline
Modern Wealth Management, LLC366,043$26.9M0.53%new13F-HRTimeline
Integrated Wealth Concepts LLC364,545$26.8M0.24%+309,24413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP356,676$26M0.02%+77,80813F-HRTimelineGroup
Francis Financial, Inc.349,065$25.7M4.58%+22,73613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…333,136$24.5M0.02%+70,04113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY325,371$23.9M<0.01%+40,55713F-HR/ATimelineGroup
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$23.7M2.8%013F-HRTimeline
National Philanthropic Trust311,707$22.9M0.26%-13,77813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC310,862$22.9M0.25%new13F-HRTimelineGroup
Capital Planning Advisors, LLC306,323$22.5M3.09%+26,73513F-HRTimeline
Kendall Capital Management303,288$22.3M5.03%+57,90013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC300,766$22.1M0.03%+230,64913F-HRTimelineGroup
Choice Wealth Advisors LLC300,572$22.1M9.47%-60413F-HRTimeline
SAX WEALTH ADVISORS, LLC290,983$21.4M1.15%+76,93813F-HRTimeline
Family Investment Center, Inc.289,968$21.3M4.43%-20,54213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…281,184$20.7M0.04%+2,34013F-HRTimelineGroup
VESTOR CAPITAL, LLC277,735$20.4M1.31%+277,13413F-HRTimeline
Badgley Phelps Wealth Managers, LLC273,560$20.1M0.42%+9,53013F-HRTimeline
EdgeRock Capital LLC267,516$19.7M5.48%+82,15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA265,024$19.5M<0.01%+19,25813F-HRTimelineGroup
Tradition Wealth Management, LLC234,736$17.3M1.28%+19,96013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…199,897$14.7M0.03%new13F-HRTimelineGroup
Leo Wealth, LLC193,969$14.3M1.85%-96,76113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC189,410$13.9M0.34%+54,40613F-HRTimeline
Mascoma Wealth Management LLC171,835$12.6M2.79%+7,69013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,341$12.2M0.09%+76,36213F-HRTimelineGroup
WealthPlan Investment Management, LLC154,755$11.4M0.75%+121,10313F-HRTimeline
Aspire Capital Advisors LLC138,730$10.2M2.52%+4,90713F-HRTimeline
SIMA Wealth Partners, LLC127,599$9.38M7.18%+3,41513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE126,356$9.29M1.35%+7,46613F-HRTimeline
Bryant Woods Investment Advisors, LLC114,955$8.45M3.31%+12,82413F-HRTimeline
Providence Financial Advisors, LLC111,094$8.17M7.79%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.110,762$8.15M0.06%+40,91313F-HRTimelineGroup
MN Wealth Advisors, LLC108,618$7.95M4.25%+3,21113F-HRTimeline
Kingsview Wealth Management, LLC107,740$7.92M0.12%+30,57313F-HRTimeline
Wagner Wealth Management, LLC105,373$7.75M1.8%+1,96513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC99,759$7.34M0.85%+17,18813F-HRTimeline
ForthRight Wealth Management, LLC93,582$6.88M2%+14,66313F-HRTimeline
Centerline Wealth Advisors, LLC92,690$6.82M2.97%+49,57713F-HRTimeline
Etesian Wealth Advisors, Inc.90,021$6.62M2.19%+11,59013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,549$6.37M0.01%-66,96013F-HRTimeline
UNIQUE WEALTH, LLC86,324$6.35M0.93%+14,76813F-HRTimeline
Base Wealth Management LLC84,023$6.18M3.52%+9,14913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,850$6.17M<0.01%+74,45913F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC79,232$5.83M0.47%+30,36513F-HRTimeline
Financial Connections Group, Inc.78,928$5.8M2.26%-1,20513F-HRTimeline
Kaizen Financial Strategies75,320$5.58M2.52%+8,91913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC71,963$5.29M2.44%+11,09913F-HRTimeline
BridgePort Financial Solutions, LLC71,404$5.25M1.41%+1,26413F-HRTimeline
Garden State Investment Advisory Servic…61,719$4.54M1.15%+1,13213F-HRTimeline
TBH Global Asset Management, LLC61,531$4.52M0.88%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding54,523$4.01M+6,402Timeline
IHT Wealth Management, LLC52,041$3.83M0.1%+2,49813F-HRTimeline
ARQ WEALTH ADVISORS, LLC50,408$3.71M1.1%-4,62513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,139$3.54M<0.01%+44,41013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,998$3.53M0.09%+18,05013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED46,268$3.4M0.25%+3,55513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/45,400$3.34M<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC43,752$3.22M0.09%-17,38313F-HRTimeline
SCOTIA CAPITAL INC.40,228$2.96M0.01%new13F-HRTimeline
Global Retirement Partners, LLC40,086$2.95M0.07%+6,00913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,919$2.79M0.19%-2,09813F-HRTimeline
MassMutual Private Wealth & Trust, FSB36,798$2.71M0.07%+15,97513F-HRTimeline
VALICENTI ADVISORY SERVICES INC36,711$2.7M0.58%+11,55013F-HRTimeline
Lokken Investment Group LLC35,666$2.62M0.9%+90013F-HRTimeline
Western Wealth Management, LLC33,819$2.49M0.13%+1,85913F-HRTimeline
Peck Wealth Management, LLC33,380$2.45M2.35%13F-HRTimeline
HB Wealth Management, LLC32,687$2.4M0.02%-4313F-HRTimeline
PCG Wealth Advisors, LLC31,509$2.32M0.68%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC31,044$2.28M0.55%-33,46213F-HRTimeline
Sharkey, Howes & Javer30,874$2.27M0.29%+11,38213F-HRTimeline
Mutual Advisors, LLC30,259$2.26M0.05%+1,91813F-HRTimeline
Purus Wealth Management, LLC30,142$2.22M0.71%+42413F-HRTimeline
Atria Investments, Inc29,989$2.21M0.03%+23,90613F-HRTimeline
HBW ADVISORY SERVICES LLC28,830$2.12M0.24%-11,43413F-HRTimeline
Legacy Edge Advisors, LLC28,815$2.12M0.25%+25,61313F-HRTimeline
WBH ADVISORY INC28,503$2.1M0.16%+3,91913F-HRTimeline
Ignite Planners, LLC27,888$2.05M0.34%+41513F-HRTimeline
Parcion Private Wealth LLC26,473$1.95M0.12%013F-HRTimeline
Belpointe Asset Management LLC26,472$1.95M0.07%+1,19613F-HRTimeline
Sanctuary Advisors, LLC25,668$1.89M0.01%+8,56113F-HR/ATimeline
Geneos Wealth Management Inc.25,543$1.88M0.05%-50413F-HRTimeline
von Borstel & Associates, Inc.24,494$1.84M0.28%new13F-HRTimeline
Wayfinding Financial, LLC24,448$1.8M0.77%+12,36113F-HRTimeline
Red Mountain Financial, LLC24,372$1.79M1.82%+5,05913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,842$1.75M0.06%+10,34213F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.23,590$1.73M2.19%+11,99213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,317$1.64M<0.01%+15,32213F-HRTimelineGroup
Balefire, LLC21,883$1.61M0.32%-11513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,399$1.5M0.19%+8,43613F-HRTimeline
Intrepid Financial Planning Group LLC20,324$1.49M0.57%+17313F-HRTimeline
NewEdge Advisors, LLC19,976$1.47M0.01%+5,37313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,514$1.44M<0.01%-99,43913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC18,428$1.36M0.08%+1,61213F-HRTimeline
Marshall Financial Group, LLC18,188$1.34M0.26%-1,97013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,176$1.26M0.06%+10,11713F-HRTimelineGroup
Cooper Financial Group17,160$1.26M0.14%+8,29613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC17,073$1.26M0.04%-18213F-HRTimeline
3Chopt Investment Partners, LLC17,011$1.25M0.28%+4,55113F-HRTimeline
PLANNING DIRECTIONS INC16,652$1.22M0.64%+4,52213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,541$1.22M0.14%new13F-HRTimeline
D.A. DAVIDSON & CO.14,877$1.09M0.01%new13F-HRTimeline
IFP Advisors, Inc14,873$1.09M0.03%+6,09313F-HR/ATimeline
Lionsbridge Wealth Management LLC14,703$1.08M1.07%+24113F-HRTimeline
Ruggaard & Associates LLC13,804$1.02M0.38%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,295$978K<0.01%+80313F-HRTimeline
GTS SECURITIES LLC13,239$974K0.04%new13F-HRTimeline
TFB Advisors LLC12,625$931K0.27%-7,95713F-HRTimeline
Compound Planning, Inc.12,362$909K0.03%-3,85213F-HRTimeline
Integras Partners LLC11,959$879K0.71%+29913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,838$871K0.34%+5,16213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,589$852K+3,862Timeline
AXXCESS WEALTH MANAGEMENT, LLC11,420$840K0.02%+5,38313F-HRTimeline
Steward Partners Investment Advisory, L…11,118$818K<0.01%+3,28513F-HRTimeline
Golden State Wealth Management, LLC10,670$785K0.09%+3,23113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,610$780K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc10,578$778K0.04%+4,96913F-HRTimeline
First Bank & Trust10,505$773K0.13%new13F-HRTimeline
Integrated Capital Management, LLC9,790$738K0.33%+45613F-HRTimeline
Arete Wealth Advisors, LLC9,943$738K0.05%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,890$727K<0.01%+7,90413F-HRTimeline
PRIVATE TRUST CO NA9,608$707K0.06%+3,82013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,555$703K<0.01%+6,61113F-HRTimelineGroup
Cornerstone Wealth Management, LLC9,160$674K0.04%new13F-HRTimeline
GeoWealth Management, LLC9,140$672K0.02%+3,22813F-HRTimeline
J.W. COLE ADVISORS, INC.8,892$654K0.01%+3,01613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC8,362$615K0.43%-3,61813F-HRTimeline
Northwest Capital Management Inc8,327$612K0.64%+57613F-HRTimeline
Bank of Marin7,851$577K0.41%+1,26813F-HRTimeline
MGO ONE SEVEN LLC7,705$567K0.01%new13F-HRTimeline
HighTower Advisors, LLC7,560$556K<0.01%+2,96313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,115$523K0.2%013F-HRTimeline
Meridian Wealth Management, LLC7,113$523K0.02%+9713F-HRTimeline
Gateway Wealth Partners, LLC7,008$515K0.07%+2,27513F-HRTimeline
UBS Group AGin group UBS Group AG6,755$497K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc6,534$481K0.03%013F-HRTimeline
STEVENS CAPITAL PARTNERS6,511$479K0.14%+1,22513F-HRTimeline
Vise Technologies, Inc.6,371$469K0.02%new13F-HRTimeline
Atlas Wealth LLC6,305$464K0.15%new13F-HRTimeline
DEARBORN PARTNERS LLC6,175$454K0.02%new13F-HRTimeline
Lowe Wealth Advisors, LLC6,126$451K0.16%+2,90013F-HRTimeline
Farther Finance Advisors, LLC5,995$441K0.01%-1,59113F-HRTimeline
Phoenix Wealth Advisors5,995$441K0.17%013F-HRTimeline
Walkner Condon Financial Advisors LLC5,860$431K0.07%-72513F-HRTimeline
Sovran Advisors, LLC5,715$425K0.04%+32813F-HRTimeline
Fairvoy Private Wealth, LLC5,523$406K0.09%+11313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,461$402K0.01%+4,63513F-HRTimeline
Quantum Financial Planning Services, In…5,448$401K0.16%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,305$390K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,293$389K0.02%+59613F-HRTimelineGroup
Signature Wealth Management Group5,142$378K0.15%+15313F-HRTimeline
Patten Group, Inc.5,092$374K0.07%-7913F-HRTimeline
Semus Wealth Partners LLC5,012$369K0.21%+1,21713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,995$367K0.01%+86913F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,871$358K0.02%new13F-HRTimeline
IFG Advisory, LLC4,765$350K0.02%+6513F-HRTimeline
Creative Planningin group Creative Planning4,703$346K<0.01%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,696$345K0.01%new13F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,656$342K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,569$336K0.02%new13F-HRTimeline
&PARTNERS4,405$324K<0.01%-313F-HRTimeline
Goelzer Investment Management, Inc.4,343$319K0.02%013F-HRTimeline
Shira Ridge Wealth Management4,329$318K0.14%+6713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,138$304K<0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC4,021$296K0.06%+3,39113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,007$295K<0.01%+18413F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,858$284K<0.01%new13F-HRTimeline