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Disclosery

JIRE J P MORGAN EXCHANGE TRADED F

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INTRNL RES EQT (fund)

337 managers (343 13F filers) reported a position in JIRE shares at 2026-03-31, 120,824,154 shares in all. 48 filers opened a position and 18 filers sold out during the quarter.

Managers
337
13F filers
343
New
48
Added
169
Reduced
87
Sold out
18
Shares held by filers
120,824,154

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO56,925,648$4.18B0.28%-691,92313F-HR/ATimelineGroup
LPL Financial LLC6,438,745$488M0.13%+502,04713F-HRTimeline
FMR LLCin group FMR LLC3,528,400$267M0.01%+256,27813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,108,616$235M+203,098Timeline
EASTERN BANK2,032,841$154M2.64%+982,99113F-HRTimeline
CWM, LLCin group CWM, LLC1,912,801$145M0.38%+206,59513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,786,518$135M0.19%+149,97013F-HRTimeline
MML INVESTORS SERVICES, LLC1,728,779$131M0.36%-51,41513F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,671,130$127M1.42%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,614,667$122M0.04%+266,68713F-HRTimelineGroup
Janney Montgomery Scott LLC1,483,867$112M0.28%-293,20313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,481,556$112M0.23%-8,71213F-HRTimelineGroup
Dynasty Wealth Management, LLC1,455,928$110M0.96%-160,60913F-HRTimeline
Cetera Investment Advisers1,282,396$97.1M0.1%+42,19413F-HRTimeline
Bogart Wealth, LLC1,218,933$92.3M3.56%+14,82413F-HRTimeline
Vestmark Advisory Solutions, Inc.1,215,729$92.1M1.02%-30,85513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,109,538$84M1.53%-523,28313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,050,000$79.5M0.09%+947,80113F-HRTimelineGroup
Private Advisor Group, LLC950,313$72M0.34%+17,83313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.918,000$69.5M0.01%013F-HRTimelineGroup
Conservest Capital Advisors, Inc.916,819$69.4M6.29%+39,93613F-HRTimeline
Hughes Financial Services, LLC854,338$64.7M9.94%+31,72113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…813,094$61.6M1.12%+5,79013F-HRTimelineGroup
New England Professional Planning Group…777,722$58.9M24.62%+11,85113F-HRTimeline
Richard P Slaughter Associates Inc772,797$58.5M12.66%+18,44913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC713,966$54.1M0.79%+84,89013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.691,673$52.4M0.08%+62,86913F-HRTimelineGroup
Pure Financial Advisors, LLC654,040$49.5M0.71%-7,31413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP619,316$45.3M0.02%+113,73613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC572,237$43.3M0.01%+233,96813F-HR/ATimelineGroup
HighPoint Advisor Group LLC555,560$42.1M1.76%+77,86613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION499,984$37.9M3.05%+33,75913F-HRTimeline
Cambridge Investment Research Advisors,…499,799$37.9M0.1%+3,52413F-HRTimeline
KELLY FINANCIAL GROUP LLC496,488$37.6M9.46%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC490,451$37.1M1.17%+35,75513F-HRTimeline
Modern Wealth Management, LLC468,588$36.1M0.62%+12,38013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC467,420$35.4M3.65%+2,19513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…461,721$35M1.15%-49,31513F-HRTimelineGroup
National Philanthropic Trust410,810$31.1M0.33%+44,28713F-HRTimeline
Pallas Capital Advisors LLC393,272$29.8M1.12%-30,36113F-HRTimeline
Francis Financial, Inc.390,783$29.6M5.5%+23,41613F-HRTimeline
Elk River Wealth Management LLC371,727$28.2M4.68%+3,40513F-HRTimeline
WealthPlan Investment Management, LLC364,349$27.6M1.54%+158,20913F-HRTimeline
EdgeRock Capital LLC362,475$27.5M7.43%+77,27413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC338,982$25.7M0.02%+318,04113F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC335,261$25.4M0.31%+24,76513F-HRTimelineGroup
Kendall Capital Management334,741$25.4M5.2%+9,42613F-HRTimeline
Integrated Wealth Concepts LLC332,811$25.2M0.2%+270,33413F-HRTimeline
VESTOR CAPITAL, LLC326,525$24.7M1.79%+325,94013F-HRTimeline
Capital Planning Advisors, LLC325,345$24.6M3.56%+7,00213F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE322,180$24.4M2.57%013F-HRTimeline
SAX WEALTH ADVISORS, LLC323,410$24.2M1.17%-2,77213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC308,098$23.3M0.65%+57,45413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307,395$23.3M<0.01%+18,55313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…303,266$23M0.04%+12,27013F-HRTimelineGroup
Choice Wealth Advisors LLC302,764$22.9M9%+2,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA296,736$22.5M<0.01%+14,37113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…295,695$22.4M0.04%+3,29713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…292,889$22.2M0.01%-179,09813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding289,262$21.9M+288,946Timeline
Tradition Wealth Management, LLC277,006$21M1.49%+21,60213F-HRTimeline
Family Investment Center, Inc.274,475$20.8M4%-7,14413F-HRTimeline
Leo Wealth, LLC263,346$19.9M1.45%-50,40513F-HRTimeline
EP Wealth Advisors, LLC260,386$19.7M0.1%-3,15013F-HRTimeline
Badgley Phelps Wealth Managers, LLC257,085$19.5M0.39%+1,61813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN236,361$17.9M<0.01%+115,67213F-HR/ATimelineGroup
Navigation Group, LLC220,388$16.7M3.91%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…217,941$16.6M1.93%+195,31013F-HRTimeline
Mascoma Wealth Management LLC213,979$16.2M3.35%+37,35913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.190,593$14.3M0.09%+36,70513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC174,482$13.2M0.1%+1,52513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/168,609$12.8M<0.01%+125,14413F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC150,823$11.4M4.2%+22,36513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE146,817$11.1M1.65%-125,68813F-HRTimeline
UNIQUE WEALTH, LLC142,882$10.8M1.5%+47,06213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130,600$9.89M0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC130,417$9.88M1.09%+2,25413F-HRTimeline
SIMA Wealth Partners, LLC130,059$9.85M7.5%+59613F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…128,700$9.75M0.06%13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC128,047$9.7M0.78%+44,35813F-HRTimeline
ForthRight Wealth Management, LLC121,613$9.21M2.61%+12,28013F-HRTimeline
Perigon Wealth Management, LLC121,017$9.17M0.17%new13F-HRTimeline
Providence Financial Advisors, LLC120,162$9.1M5.19%+8,38513F-HRTimeline
Wagner Wealth Management, LLC112,518$8.52M1.72%+3,31413F-HRTimeline
MN Wealth Advisors, LLC112,438$8.52M4.15%+7,24713F-HRTimeline
Arkadios Wealth Advisors111,077$8.41M0.14%new13F-HRTimeline
First National Bank of Mount Dora, Trus…110,705$8.38M1.81%new13F-HRTimeline
Etesian Wealth Advisors, Inc.99,968$7.57M2.42%+2,03713F-HRTimeline
Base Wealth Management LLC96,772$7.33M4.1%+3,65413F-HRTimeline
Kaizen Financial Strategies88,160$7.07M2.99%+8,85013F-HRTimeline
Centerline Wealth Advisors, LLC88,767$6.72M2.42%-4,18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,517$6.4M0.01%+16,87913F-HRTimelineGroup
Fulton Bank, N.A.83,493$6.32M0.22%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,359$6.15M0.01%-1,28313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC79,490$6.02M0.21%+56,73613F-HRTimelineGroup
Investors Portfolio Services LLC78,722$5.96M5.53%+7,23013F-HRTimeline
BridgePort Financial Solutions, LLC77,505$5.87M1.66%+7,15213F-HRTimeline
Garden State Investment Advisory Servic…74,170$5.62M1.34%+2,42613F-HRTimeline
Apella Capital, LLC68,951$5.61M0.08%new13F-HRTimeline
Financial Connections Group, Inc.74,025$5.61M1.95%-3,31813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC72,284$5.47M1.08%new13F-HRTimeline
SACKS & ASSOCIATES, LLC71,635$5.43M4.03%+1,16213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC70,947$5.37M0.17%+57,99113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding68,774$5.21M+10,121Timeline
BELLEVUE ASSET MANAGEMENT, LLC66,734$5.05M2.53%-7,84713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC66,118$5.01M0.02%+39,08113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC64,557$4.89M0.88%+3,54913F-HRTimeline
U.S. Capital Wealth Advisors, LLC62,194$4.71M0.12%+4,90613F-HRTimeline
NewEdge Advisors, LLC62,132$4.71M0.02%+26,57413F-HR/ATimeline
IHT Wealth Management, LLC58,853$4.46M0.1%+7,09513F-HRTimeline
OpenArc Corporate Advisory, LLC58,483$4.43M0.06%+14,38813F-HRTimeline
Hopwood Nicholas Hunter57,963$4.39M1.4%+2,50213F-HRTimeline
SCOTIA CAPITAL INC.57,357$4.34M0.02%+14,07313F-HRTimeline
Storen Legacy Partners, LLC51,691$3.92M1.23%new13F-HRTimeline
HBW ADVISORY SERVICES LLC49,925$3.78M0.4%+4,36413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED47,191$3.57M0.26%-31413F-HRTimeline
NewEdge Wealth, LLC47,158$3.57M0.04%new13F-HRTimeline
Ignite Planners, LLC45,906$3.49M0.54%+14,10913F-HRTimeline
Legacy Edge Advisors, LLC45,908$3.48M0.37%+7,06313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,357$3.36M0.08%-1,33713F-HRTimelineGroup
Kingsview Wealth Management, LLC42,073$3.19M0.04%+5,22113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,653$3M<0.01%+15,48813F-HRTimelineGroup
Aspire Capital Advisors LLC37,793$2.86M0.64%-106,41713F-HRTimeline
Cooper Financial Group37,268$2.82M0.29%+1,72713F-HRTimeline
Merited Wealth, LLC36,709$2.78M2.31%+21,92813F-HRTimeline
Gateway Wealth Partners, LLC36,156$2.74M0.11%+28,00213F-HRTimeline
WBH ADVISORY INC34,968$2.69M0.2%+1,41013F-HRTimeline
5T Wealth, LLC35,473$2.69M1.06%-69713F-HRTimeline
Mutual Advisors, LLC34,152$2.59M0.06%+3,97713F-HRTimeline
Purus Wealth Management, LLC33,805$2.56M0.82%+2,41613F-HRTimeline
Western Wealth Management, LLC33,031$2.5M0.1%-1,17113F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB32,983$2.5M0.07%-2,54513F-HRTimeline
TBH Global Asset Management, LLC32,678$2.48M0.5%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,548$2.39M<0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer31,394$2.38M0.32%+2,26113F-HRTimeline
WealthPLAN Partners, LLC31,260$2.37M0.46%+24,38313F-HRTimeline
Red Mountain Financial, LLC31,204$2.36M2.23%+1,50013F-HRTimeline
PCG Wealth Advisors, LLC31,091$2.35M0.6%-27513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC30,993$2.35M0.59%+19,23213F-HRTimeline
MGO ONE SEVEN LLC30,529$2.31M0.05%-15,66613F-HRTimeline
HB Wealth Management, LLC30,450$2.31M0.01%-49113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,528$2.24M<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…29,401$2.23M0.17%new13F-HRTimelineGroup
Peck Wealth Management, LLC28,988$2.2M2.2%-5,64613F-HRTimeline
VALICENTI ADVISORY SERVICES INC27,837$2.11M0.46%-10,26513F-HRTimeline
Independence Asset Advisors, LLC27,678$2.1M0.76%+21,46413F-HRTimeline
Boyer Financial Services, Inc.27,483$2.08M2.21%+6,77413F-HRTimeline
1015 Capital Partners, LLC27,260$2.06M2.01%+5,75013F-HRTimeline
Parcion Private Wealth LLC26,473$2.01M0.12%013F-HRTimeline
Belpointe Asset Management LLC26,005$1.97M0.07%+31113F-HRTimeline
Wayfinding Financial, LLC25,596$1.94M0.84%+85813F-HRTimeline
Signal Advisors Wealth, LLC25,006$1.89M0.13%new13F-HRTimeline
MCDONALD PARTNERS LLC24,827$1.88M0.44%+19,74913F-HRTimeline
Elevation Wealth Management LLC24,254$1.84M1.69%+7,60813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,987$1.82M<0.01%+75613F-HRTimelineGroup
Dakota Wealth Management23,791$1.8M0.04%-12,65413F-HR/ATimeline
HighTower Advisors, LLC23,288$1.76M<0.01%+7,38513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC22,609$1.71M0.22%-40013F-HRTimeline
Cyndeo Wealth Partners, LLC22,508$1.7M0.09%+1,63213F-HRTimeline
World Investment Advisors22,492$1.7M0.03%-7,83713F-HRTimeline
LANE BROTHERS & CO INC22,379$1.69M1.24%+1,48213F-HRTimeline
Vise Technologies, Inc.22,366$1.67M0.03%013F-HRTimeline
IFP Advisors, Inc21,873$1.66M0.03%+3,76513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.21,717$1.64M2.96%-1,45413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,625$1.64M0.09%+12,30713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC20,820$1.58M0.11%+3,78413F-HRTimeline
Atria Investments, Inc20,706$1.57M0.02%-12,44713F-HRTimeline
Balefire, LLC20,244$1.53M0.29%-27513F-HRTimeline
Intrepid Financial Planning Group LLC19,711$1.49M0.6%-62913F-HRTimeline
PLANNING DIRECTIONS INC19,687$1.49M0.75%+2,21413F-HRTimeline
Geneos Wealth Management Inc.19,318$1.46M0.03%-5,88613F-HRTimeline
Golden State Wealth Management, LLC19,150$1.45M0.16%+1,27913F-HRTimeline
Sanctuary Advisors, LLC18,587$1.41M0.01%+1,75613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,576$1.41M+6,434Timeline
3Chopt Investment Partners, LLC18,355$1.39M0.32%-21813F-HRTimeline
First Bank & Trust17,469$1.32M0.21%+5,30513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,401$1.32M0.08%-1,16713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC17,245$1.31M0.29%-14,09013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,220$1.3M<0.01%-48413F-HRTimeline
Independent Advisor Alliance17,018$1.29M0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,588$1.26M0.15%+1,21213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,909$1.2M0.09%+15,63013F-HRTimeline
D.A. DAVIDSON & CO.14,877$1.13M0.01%013F-HRTimeline
Ruggaard & Associates LLC14,612$1.11M0.44%+46013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,140$1.07M+7,205Timeline
STEVENS CAPITAL PARTNERS14,115$1.07M0.26%+3,30213F-HRTimeline
Foundations Investment Advisors, LLC14,056$1.06M0.01%+5,61413F-HRTimeline
DEARBORN PARTNERS LLC13,920$1.05M0.06%+4,72513F-HRTimeline
Saxony Capital Management, LLC13,442$1.02M0.59%+67013F-HRTimeline
McLaughlin Asset Management, Inc.12,650$958K0.92%+11613F-HRTimeline
Navis Wealth Advisors, LLC12,250$928K0.47%new13F-HRTimeline
Advisory Services Network, LLC12,116$918K0.01%+8,47813F-HRTimeline
Integras Partners LLC12,116$918K0.6%+70113F-HRTimeline
Steward Partners Investment Advisory, L…12,076$915K<0.01%+76913F-HRTimeline
Quantum Financial Planning Services, In…11,939$904K0.32%+2,26713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,756$890K0.33%-33713F-HRTimeline
AdvisorNet Financial, Inc11,729$888K0.05%+60513F-HRTimeline
Integrated Capital Management, LLC11,587$878K0.37%+1,66513F-HRTimeline
LRI Investments, LLC11,146$844K0.07%new13F-HRTimeline
Cornerstone Wealth Management, LLC10,999$833K0.04%013F-HRTimeline