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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

311 managers (314 13F filers) reported a position in JIRE shares at 2025-12-31, 124,181,980 shares in all. 49 filers opened a position and 21 filers sold out during the quarter.

Managers
311
13F filers
314
New
49
Added
159
Reduced
65
Sold out
21
Shares held by filers
124,181,980

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO57,617,571$4.31B0.29%-3,723,64913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,057,946$753M1.03%+10,038,43213F-HRTimelineGroup
LPL Financial LLC5,936,698$445M0.12%+177,00113F-HRTimeline
FMR LLCin group FMR LLC3,272,122$245M0.01%+512,30213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,905,518$218M+164,475Timeline
MML INVESTORS SERVICES, LLC1,780,194$133M0.32%+281,36313F-HRTimeline
Janney Montgomery Scott LLC1,777,070$133M0.31%+45,78213F-HRTimeline
CWM, LLCin group CWM, LLC1,706,206$128M0.35%+191,68513F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,671,130$125M1.27%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,636,548$123M0.16%+111,91613F-HRTimeline
Dynasty Wealth Management, LLC1,616,537$121M1.19%+141,48013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,490,268$112M0.23%-87,36013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,632,821$104M1.89%+151,41113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,347,980$101M0.03%+231,58213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,246,584$93.3M1.26%+112,41613F-HRTimeline
Cetera Investment Advisers1,240,202$92.9M0.1%+131,47913F-HRTimeline
Bogart Wealth, LLC1,204,109$90.2M3.62%-427,60413F-HRTimeline
EASTERN BANK1,049,850$78.6M1.36%+31,28713F-HRTimeline
Private Advisor Group, LLC932,480$69.8M0.33%+17,09913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.918,000$68.7M0.01%013F-HRTimelineGroup
Conservest Capital Advisors, Inc.876,883$65.7M5.92%+5213F-HRTimeline
Hughes Financial Services, LLC822,617$61.6M9.67%+18,70013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…807,304$60.5M1.16%+28,23813F-HRTimelineGroup
New England Professional Planning Group…765,871$57.3M24.03%+6,82313F-HRTimeline
Richard P Slaughter Associates Inc754,348$56.5M11.84%+38,73513F-HRTimeline
Pure Financial Advisors, LLC661,354$49.5M0.73%+6,36413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC629,076$47.1M0.71%+77,16413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.628,804$47.1M0.07%-171,22213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…511,036$38.3M1.25%+10,56913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP505,580$37.9M0.02%+148,90413F-HRTimelineGroup
Cambridge Investment Research Advisors,…496,275$37.2M0.1%-7,58813F-HRTimeline
HighPoint Advisor Group LLC477,694$35.8M0.79%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…471,987$35.3M0.02%+138,85113F-HR/ATimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION466,225$34.9M2.87%+13,76813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC465,225$34.8M3.62%+20,48013F-HRTimeline
Modern Wealth Management, LLC456,208$34.2M0.62%+90,16513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC454,696$34M1.08%+437,62313F-HRTimeline
Pallas Capital Advisors LLC423,633$31.7M1.05%+46,97313F-HRTimeline
Francis Financial, Inc.367,367$27.5M5.38%+18,30213F-HRTimeline
Elk River Wealth Management LLC368,322$27.5M4.42%-3,60113F-HRTimeline
National Philanthropic Trust366,523$27.4M0.27%+54,81613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC338,269$25.3M0.01%+290,13013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC326,182$24.4M1.15%+35,19913F-HRTimeline
Kendall Capital Management325,315$24.4M5.1%+22,02713F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$24.1M2.49%013F-HRTimeline
Capital Planning Advisors, LLC318,343$23.8M3.19%+12,02013F-HRTimeline
Leo Wealth, LLC313,751$23.5M1.7%+119,78213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC310,496$23.2M0.27%-36613F-HRTimelineGroup
Choice Wealth Advisors LLC300,715$22.5M8.9%+14313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…290,996$21.9M0.04%+91,09913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…292,398$21.9M0.04%+11,21413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY288,842$21.6M<0.01%-36,52913F-HR/ATimelineGroup
EdgeRock Capital LLC285,201$21.4M5.68%+17,68513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,365$21.1M<0.01%+17,34113F-HRTimelineGroup
Family Investment Center, Inc.281,619$21.1M4.26%-8,34913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE272,505$20.4M1.74%+146,14913F-HRTimeline
EP Wealth Advisors, LLC263,536$19.7M0.1%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC255,467$19.1M0.35%-18,09313F-HRTimeline
Tradition Wealth Management, LLC255,404$19.1M1.37%+20,66813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC250,644$18.8M0.45%+61,23413F-HRTimeline
WealthPlan Investment Management, LLC206,140$15.4M0.98%+51,38513F-HRTimeline
Mascoma Wealth Management LLC176,620$13.2M2.84%+4,78513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC172,957$13M0.11%+7,61613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.153,888$11.5M0.08%+43,12613F-HRTimelineGroup
Aspire Capital Advisors LLC144,210$10.8M2.54%+5,48013F-HRTimeline
SIMA Wealth Partners, LLC129,463$9.69M7.37%+1,86413F-HRTimeline
Bryant Woods Investment Advisors, LLC128,458$9.62M3.73%+13,50313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC128,163$9.6M1.04%+28,40413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,689$9.04M<0.01%+117,11013F-HRTimelineGroup
Providence Financial Advisors, LLC111,777$8.37M8.35%+68313F-HRTimeline
ForthRight Wealth Management, LLC109,333$8.19M2.35%+15,75113F-HRTimeline
Wagner Wealth Management, LLC109,204$8.18M1.74%+3,83113F-HRTimeline
MN Wealth Advisors, LLC105,191$7.88M3.98%-3,42713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,199$7.65M0.01%-198,56713F-HRTimelineGroup
Etesian Wealth Advisors, Inc.97,931$7.33M2.3%+7,91013F-HRTimeline
UNIQUE WEALTH, LLC95,820$7.17M1%+9,49613F-HRTimeline
Base Wealth Management LLC93,118$6.97M3.75%+9,09513F-HRTimeline
Centerline Wealth Advisors, LLC92,954$6.96M2.52%+26413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,642$6.27M0.01%-3,90713F-HRTimeline
Galvin, Gaustad & Stein, LLC83,689$6.27M0.49%+4,45713F-HRTimeline
Kaizen Financial Strategies79,310$5.94M2.62%+3,99013F-HRTimeline
Financial Connections Group, Inc.77,343$5.79M1.99%-1,58513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC74,581$5.59M1.81%+2,61813F-HRTimeline
Garden State Investment Advisory Servic…71,744$5.37M1.28%+10,02513F-HRTimeline
Investors Portfolio Services LLC71,492$5.35M4.82%13F-HRTimeline
SACKS & ASSOCIATES, LLC70,473$5.28M3.88%13F-HRTimeline
BridgePort Financial Solutions, LLC70,353$5.27M1.42%-1,05113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,638$5.06M<0.01%+45,32113F-HRTimelineGroup
Integrated Wealth Concepts LLC62,477$4.68M0.06%-302,06813F-HRTimeline
ARQ WEALTH ADVISORS, LLC61,008$4.57M1.23%+10,60013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,653$4.39M+4,130Timeline
U.S. Capital Wealth Advisors, LLC57,288$4.29M0.11%+13,53613F-HRTimeline
Hopwood Nicholas Hunter55,461$4.15M1.35%13F-HRTimeline
IHT Wealth Management, LLC51,758$3.88M0.09%-28313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,505$3.58M0.24%+1,23713F-HRTimeline
MGO ONE SEVEN LLC46,195$3.46M0.07%+38,49013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,694$3.42M0.08%-2,30413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC45,561$3.41M0.37%+16,73113F-HRTimeline
OpenArc Corporate Advisory, LLC44,095$3.3M0.05%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,465$3.25M<0.01%+40,70713F-HRTimelineGroup
SCOTIA CAPITAL INC.43,284$3.24M0.01%+3,05613F-HRTimeline
Global Retirement Partners, LLC39,256$2.94M0.05%-83013F-HRTimeline
Legacy Edge Advisors, LLC38,845$2.91M0.32%+10,03013F-HRTimeline
VALICENTI ADVISORY SERVICES INC38,102$2.85M0.6%+1,39113F-HRTimeline
Kingsview Wealth Management, LLC36,852$2.76M0.04%-70,88813F-HRTimeline
Dakota Wealth Management36,445$2.73M0.05%new13F-HR/ATimeline
5T Wealth, LLC36,170$2.71M1.08%new13F-HRTimeline
NewEdge Advisors, LLC35,558$2.66M0.01%+15,58213F-HRTimeline
Cooper Financial Group35,541$2.66M0.28%+18,38113F-HRTimeline
MassMutual Private Wealth & Trust, FSB35,528$2.66M0.07%-1,27013F-HRTimeline
Peck Wealth Management, LLC34,634$2.59M2.45%+1,25413F-HRTimeline
Western Wealth Management, LLC34,202$2.56M0.12%+38313F-HRTimeline
WBH ADVISORY INC33,558$2.51M0.19%+5,05513F-HRTimeline
Ignite Planners, LLC31,797$2.5M0.38%+3,90913F-HRTimeline
Atria Investments, Inc33,153$2.48M0.03%+3,16413F-HRTimeline
Purus Wealth Management, LLC31,389$2.35M0.73%+1,24713F-HRTimeline
PCG Wealth Advisors, LLC31,366$2.35M0.66%-14313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC31,335$2.35M0.54%+29113F-HRTimeline
HB Wealth Management, LLC30,941$2.32M0.02%-1,74613F-HRTimeline
World Investment Advisors30,329$2.27M0.04%new13F-HR/ATimeline
Mutual Advisors, LLC30,175$2.26M0.05%-8413F-HRTimeline
Red Mountain Financial, LLC29,704$2.22M2.18%+5,33213F-HRTimeline
Sharkey, Howes & Javer29,133$2.18M0.28%-1,74113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC27,037$2.02M0.01%+16,42713F-HRTimelineGroup
Parcion Private Wealth LLC26,473$1.98M0.12%013F-HRTimeline
Belpointe Asset Management LLC25,694$1.92M0.07%-77813F-HRTimeline
Geneos Wealth Management Inc.25,204$1.89M0.05%-33913F-HRTimeline
Wayfinding Financial, LLC24,738$1.85M0.78%+29013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,165$1.81M<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,231$1.74M<0.01%+22,39213F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.23,171$1.74M3.33%-41913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC23,009$1.72M0.21%+2,61013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,754$1.7M0.06%-1,08813F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…22,631$1.69M0.2%13F-HRTimeline
Vise Technologies, Inc.22,366$1.67M0.03%+15,99513F-HRTimeline
1015 Capital Partners, LLC21,510$1.61M1.58%13F-HRTimeline
Boyer Financial Services, Inc.20,709$1.57M1.67%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,941$1.57M<0.01%-62,90913F-HRTimelineGroup
LANE BROTHERS & CO INC20,897$1.56M1.13%13F-HRTimeline
Cyndeo Wealth Partners, LLC20,876$1.56M0.08%+2,44813F-HRTimeline
Balefire, LLC20,519$1.54M0.3%-1,36413F-HRTimeline
Intrepid Financial Planning Group LLC20,340$1.52M0.58%+1613F-HRTimeline
3Chopt Investment Partners, LLC18,573$1.39M0.31%+1,56213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,568$1.39M0.09%-19,35113F-HRTimeline
IFP Advisors, Inc18,108$1.36M0.03%+3,23513F-HRTimeline
Golden State Wealth Management, LLC17,871$1.34M0.14%+7,20113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,704$1.33M<0.01%+4,40913F-HRTimeline
PLANNING DIRECTIONS INC17,473$1.31M0.66%+82113F-HRTimeline
Sound View Wealth Advisors Group, LLC17,036$1.28M0.09%+12,46713F-HRTimeline
Sanctuary Advisors, LLC16,831$1.26M0.01%-8,83713F-HRTimeline
Elevation Wealth Management LLC16,646$1.25M1.2%13F-HRTimeline
HighTower Advisors, LLC15,903$1.19M<0.01%+8,34313F-HRTimeline
Marshall Financial Group, LLC15,746$1.18M0.23%-2,44213F-HRTimeline
GTS SECURITIES LLC15,547$1.16M0.04%+2,30813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,376$1.15M0.14%-1,16513F-HRTimeline
D.A. DAVIDSON & CO.14,877$1.11M0.01%013F-HRTimeline
Merited Wealth, LLC14,781$1.11M1.03%13F-HRTimeline
Lionsbridge Wealth Management LLC14,673$1.1M1.11%-3013F-HRTimeline
Ruggaard & Associates LLC14,152$1.06M0.42%+34813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,956$970K0.02%+1,53613F-HR/ATimeline
Saxony Capital Management, LLC12,772$956K0.59%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,761$955K0.28%new13F-HRTimeline
TFB Advisors LLC12,583$942K0.26%-4213F-HRTimeline
McLaughlin Asset Management, Inc.12,534$939K0.84%13F-HRTimeline
First Bank & Trust12,164$911K0.15%+1,65913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,142$909K+553Timeline
FIRETHORN WEALTH PARTNERS, LLC12,093$905K0.34%+25513F-HRTimeline
Integras Partners LLC11,415$855K0.69%-54413F-HRTimeline
Steward Partners Investment Advisory, L…11,307$847K<0.01%+18913F-HRTimeline
AdvisorNet Financial, Inc11,124$833K0.04%+54613F-HRTimeline
Cornerstone Wealth Management, LLC10,999$824K0.04%+1,83913F-HRTimeline
STEVENS CAPITAL PARTNERS10,813$810K0.21%+4,30213F-HRTimeline
J.W. COLE ADVISORS, INC.10,611$795K0.02%+1,71913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,211$765K0.03%new13F-HRTimelineGroup
Integrated Capital Management, LLC9,922$743K0.32%+13213F-HRTimeline
GeoWealth Management, LLC9,853$738K0.03%+71313F-HRTimeline
Quantum Financial Planning Services, In…9,672$724K0.26%+4,22413F-HRTimeline
Mariner, LLCin group Mariner, LLC9,586$718K<0.01%+3113F-HRTimelineGroup
PRIVATE TRUST CO NA9,533$714K0.06%-7513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,318$698K0.03%-7,85813F-HRTimelineGroup
Northwest Capital Management Inc9,288$695K3.01%+96113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,240$692K<0.01%-65013F-HRTimeline
DEARBORN PARTNERS LLC9,195$689K0.03%+3,02013F-HRTimeline
Compound Planning, Inc.8,751$655K0.02%-3,61113F-HRTimeline
Atlas Wealth LLC8,690$651K0.2%+2,38513F-HRTimeline
Creative Planningin group Creative Planning8,625$646K<0.01%+3,92213F-HRTimelineGroup
Foundations Investment Advisors, LLC8,442$632K0.01%new13F-HRTimeline
MAI Capital Management8,199$614K<0.01%+7,23213F-HRTimeline
Gateway Wealth Partners, LLC8,154$611K0.07%+1,14613F-HRTimeline
Bank of Marin7,851$588K0.41%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC7,511$562K0.35%-85113F-HRTimeline
Farther Finance Advisors, LLC7,270$544K0.01%+1,27513F-HRTimeline
&PARTNERS7,195$539K<0.01%+2,79013F-HRTimeline
Traveka Wealth, LLC7,052$528K0.21%+3,50513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,015$525K0.2%-10013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,935$519K0.01%new13F-HRTimelineGroup
WealthPLAN Partners, LLC6,877$515K0.08%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,767$507K0.02%+2,07113F-HRTimelineGroup
Berger Financial Group, Inc6,683$500K0.03%+14913F-HRTimeline
Meridian Wealth Management, LLC6,487$486K0.02%-62613F-HRTimeline