JPMORGAN INT RES ENH EQTY (JIRE) Institutional Shareholders
JPMORGAN INT RES ENH EQTY (JIRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.77B in JIRE holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JIRE tracked by InsiderSet, reporting ownership valued at approximately $487.67M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $537.38M, representing an estimated gain of +10.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed JIRE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Fmr Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in JPMORGAN INT RES ENH EQTY (JIRE).
This page ranks the largest institutional JIRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
343
Total Reported Value
$4.77B
Largest Holder
Lpl Financial Llc
Largest Position
$487.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.13% | 6,438,745 | $487,670,522 | $537,377,658 | +$49,707,136 | +10.19% | |
| Fmr Llc | 0.01% | 3,528,400 | $267,241,053 | $294,480,264 | +$27,239,211 | +10.19% | |
| Envestnet Asset Management Inc | 0.06% | 3,100,818 | $234,855,965 | $258,794,270 | +$23,938,305 | +10.19% | |
| Eastern Bank | 2.90% | 2,293,479 | $189,189,054 | $191,413,757 | +$2,224,703 | +1.18% | |
| Commonwealth Equity Services, Llc | 0.20% | 1,889,756 | $155,885,983 | $157,719,036 | +$1,833,053 | +1.18% | |
| Cwm, Llc | 0.38% | 1,912,801 | $144,875,518 | $159,642,371 | +$14,766,853 | +10.19% | |
| Factory Mutual Insurance Co | 1.30% | 1,671,130 | $137,851,514 | $139,472,510 | +$1,620,996 | +1.18% | |
| Mml Investors Services, Llc | 0.36% | 1,728,779 | $130,937,739 | $144,283,895 | +$13,346,156 | +10.19% | |
| Raymond James Financial Inc | 0.04% | 1,614,667 | $122,294,906 | $134,760,108 | +$12,465,202 | +10.19% | |
| Assetmark, Inc | 0.20% | 1,394,660 | $115,045,532 | $116,398,324 | +$1,352,792 | +1.18% | |
| Dynasty Wealth Management, Llc | 0.96% | 1,455,928 | $110,271,984 | $121,511,751 | +$11,239,767 | +10.19% | |
| Bogart Wealth, Llc | 3.53% | 1,248,235 | $102,966,897 | $104,177,693 | +$1,210,796 | +1.18% | |
| Cetera Investment Advisers | 0.10% | 1,282,396 | $97,128,367 | $107,028,770 | +$9,900,403 | +10.19% | |
| Vestmark Advisory Solutions, Inc. | 1.02% | 1,215,729 | $92,079,314 | $101,464,742 | +$9,385,428 | +10.19% | |
| Sagespring Wealth Partners, Llc | 1.53% | 1,109,538 | $84,036,434 | $92,602,041 | +$8,565,607 | +10.19% | |
| Jane Street Group, Llc | 0.09% | 1,050,000 | $79,527,000 | $87,633,000 | +$8,106,000 | +10.19% | |
| Conservest Capital Advisors, Inc. | 6.01% | 915,678 | $75,534,238 | $76,422,486 | +$888,248 | +1.18% | |
| Hughes Financial Services, Llc | 9.92% | 907,369 | $74,848,869 | $75,729,017 | +$880,148 | +1.18% | |
| Invesco Ltd. | 0.01% | 918,000 | $69,529,320 | $76,616,280 | +$7,086,960 | +10.19% | |
| Richard P Slaughter Associates Inc | 12.96% | 791,687 | $65,306,261 | $66,074,197 | +$767,936 | +1.18% | |
| New England Professional Planning Group Inc. | 23.46% | 761,909 | $62,849,878 | $63,588,925 | +$739,047 | +1.18% | |
| Private Advisor Group, Llc | 0.28% | 748,700 | $61,760,285 | $62,486,502 | +$726,217 | +1.18% | |
| Great Valley Advisor Group, Inc. | 1.12% | 813,094 | $61,583,745 | $67,860,825 | +$6,277,080 | +10.19% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.81% | 745,277 | $61,477,924 | $62,200,818 | +$722,894 | +1.18% | |
| Osaic Holdings, Inc. | 0.08% | 691,673 | $52,390,468 | $57,727,029 | +$5,336,561 | +10.19% | |
| Pure Financial Advisors, Llc | 0.71% | 654,040 | $49,536,981 | $54,586,178 | +$5,049,197 | +10.19% | |
| Daymark Wealth Partners, Llc | 1.19% | 592,253 | $48,854,976 | $49,429,435 | +$574,459 | +1.18% | |
| Jones Financial Companies Lllp | 0.02% | 619,316 | $45,302,958 | $51,688,113 | +$6,385,155 | +14.09% | |
| Ameriprise Financial Inc | 0.01% | 572,237 | $43,330,407 | $47,758,900 | +$4,428,493 | +10.22% | |
| Highpoint Advisor Group Llc | 1.76% | 555,560 | $42,078,135 | $46,367,038 | +$4,288,903 | +10.19% | |
| First Financial Bank - Trust Division | 2.98% | 506,500 | $41,781,189 | $42,272,490 | +$491,301 | +1.18% | |
| Cutler Investment Counsel Llc | 3.73% | 480,390 | $39,627,334 | $40,093,349 | +$466,015 | +1.18% | |
| Kelly Financial Group Llc | 8.41% | 459,051 | $37,867,117 | $38,312,396 | +$445,279 | +1.18% | |
| Modern Wealth Management, Llc | 0.62% | 468,588 | $36,104,667 | $39,108,354 | +$3,003,687 | +8.32% | |
| Wealthplan Investment Management, Llc | 1.79% | 436,465 | $36,003,964 | $36,427,369 | +$423,405 | +1.18% | |
| Level Four Advisory Services, Llc | 1.15% | 461,721 | $34,970,866 | $38,535,235 | +$3,564,369 | +10.19% | |
| Edgerock Capital Llc | 7.08% | 378,709 | $31,239,711 | $31,607,053 | +$367,342 | +1.18% | |
| Grimes & Co Wealth Management, Llc | 0.65% | 365,229 | $30,127,720 | $30,482,012 | +$354,292 | +1.18% | |
| Pallas Capital Advisors Llc | 1.12% | 393,272 | $29,786,428 | $32,822,481 | +$3,036,053 | +10.19% | |
| Francis Financial, Inc. | 5.50% | 390,783 | $29,597,871 | $32,614,749 | +$3,016,878 | +10.19% | |
| Elk River Wealth Management Llc | 4.68% | 371,727 | $28,154,632 | $31,024,335 | +$2,869,703 | +10.19% | |
| Sax Wealth Advisors, Llc | 1.08% | 351,683 | $26,636,484 | $29,351,463 | +$2,714,979 | +10.19% | |
| Citadel Advisors Llc | 0.02% | 338,982 | $25,674,497 | $28,291,438 | +$2,616,941 | +10.19% | |
| Madison Asset Management, Llc | 0.31% | 335,261 | $25,392,668 | $27,980,883 | +$2,588,215 | +10.19% | |
| Kendall Capital Management | 5.20% | 334,741 | $25,353,283 | $27,937,484 | +$2,584,201 | +10.19% | |
| Choice Wealth Advisors Llc | 8.85% | 305,647 | $25,212,837 | $25,509,299 | +$296,462 | +1.18% | |
| Integrated Wealth Concepts Llc | 0.20% | 332,811 | $25,207,133 | $27,776,406 | +$2,569,273 | +10.19% | |
| National Philanthropic Trust | 0.67% | 429,543 | $25,102,492 | $35,849,659 | +$10,747,167 | +42.81% | |
| Capital Planning Advisors, Llc | 3.56% | 325,345 | $24,641,630 | $27,153,294 | +$2,511,664 | +10.19% | |
| Morgan Stanley | 0.00% | 307,395 | $23,282,100 | $25,655,187 | +$2,373,087 | +10.19% |
Frequently asked questions about JIRE
Who owns the most JIRE stock?
The largest holders of JIRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN INT RES ENH EQTY (JIRE).
Is JIRE widely held by superinvestors?
Many widely followed stocks like JIRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JIRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.