JIRE Institutional Ownership & Shareholders
JPMORGAN INT RES ENH EQTY (JIRE) is currently held by 358 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JIRE tracked by InsiderSet, reporting ownership valued at approximately $4.65B in its June 30, 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 $4.62B, representing an estimated loss of -0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed JIRE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Lpl Financial Llc, Fmr Llc, 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
358
Total Reported Value
$10.09B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$4.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.27% | 56,628,680 | $4,652,046,177 | $4,615,803,707 | -$36,242,470 | -0.78% | |
| Lpl Financial Llc | 0.12% | 6,667,205 | $549,977,683 | $543,443,880 | -$6,533,803 | -1.19% | |
| Fmr Llc | 0.01% | 3,725,312 | $307,300,965 | $303,650,181 | -$3,650,784 | -1.19% | |
| Envestnet Asset Management Inc | 0.06% | 3,208,978 | $264,708,577 | $261,563,797 | -$3,144,780 | -1.19% | |
| Eastern Bank | 2.93% | 2,350,566 | $193,122,474 | $191,594,635 | -$1,527,839 | -0.79% | |
| Mml Investors Services, Llc | 0.34% | 2,000,314 | $165,005,911 | $163,045,594 | -$1,960,317 | -1.19% | |
| Commonwealth Equity Services, Llc | 0.20% | 1,889,756 | $155,885,983 | $154,034,012 | -$1,851,971 | -1.19% | |
| Raymond James Financial Inc | 0.04% | 1,848,441 | $152,477,883 | $150,666,426 | -$1,811,457 | -1.19% | |
| Cwm, Llc | 0.38% | 1,912,801 | $144,875,518 | $155,912,410 | +$11,036,892 | +7.62% | |
| Factory Mutual Insurance Co | 1.22% | 1,671,130 | $137,300,041 | $136,213,806 | -$1,086,235 | -0.79% | |
| Dynasty Wealth Management, Llc | 0.98% | 1,606,508 | $132,520,877 | $130,946,467 | -$1,574,410 | -1.19% | |
| Janney Montgomery Scott Llc | 0.25% | 1,574,842 | $129,909,000 | $128,365,371 | -$1,543,629 | -1.19% | |
| Lido Advisors, Llc | 0.46% | 1,545,466 | $127,485,605 | $125,970,934 | -$1,514,671 | -1.19% | |
| Cetera Investment Advisers | 0.10% | 1,323,787 | $109,199,145 | $107,901,878 | -$1,297,267 | -1.19% | |
| Assetmark, Inc | 0.18% | 1,321,342 | $108,561,495 | $107,702,586 | -$858,909 | -0.79% | |
| Sagespring Wealth Partners, Llc | 1.57% | 1,280,005 | $105,165,183 | $104,333,208 | -$831,975 | -0.79% | |
| Bogart Wealth, Llc | 3.53% | 1,248,235 | $102,966,897 | $101,743,635 | -$1,223,262 | -1.19% | |
| Vestmark Advisory Solutions, Inc. | 0.94% | 1,215,609 | $100,275,586 | $99,084,290 | -$1,191,296 | -1.19% | |
| Hughes Financial Services, Llc | 9.97% | 952,799 | $78,424,853 | $77,662,646 | -$762,207 | -0.97% | |
| Invesco Ltd. | 0.01% | 918,000 | $75,725,820 | $74,826,180 | -$899,640 | -1.19% | |
| Conservest Capital Advisors, Inc. | 6.01% | 915,678 | $75,534,238 | $74,636,914 | -$897,324 | -1.19% | |
| Osaic Holdings, Inc. | 0.08% | 860,002 | $70,945,798 | $70,098,763 | -$847,035 | -1.19% | |
| Great Valley Advisor Group, Inc. | 1.10% | 842,940 | $69,534,350 | $68,708,039 | -$826,311 | -1.19% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.81% | 755,700 | $62,088,336 | $61,597,107 | -$491,229 | -0.79% | |
| Private Advisor Group, Llc | 0.28% | 748,700 | $61,760,285 | $61,026,537 | -$733,748 | -1.19% | |
| New England Professional Planning Group Inc. | 23.19% | 742,797 | $61,028,193 | $60,545,383 | -$482,810 | -0.79% | |
| Jones Financial Companies Lllp | 0.02% | 725,716 | $58,949,937 | $59,153,111 | +$203,174 | +0.34% | |
| Pure Financial Advisors, Llc | 0.68% | 644,750 | $53,185,431 | $52,553,573 | -$631,859 | -1.19% | |
| Richard P Slaughter Associates Inc | 10.56% | 641,488 | $52,704,629 | $52,287,687 | -$416,942 | -0.79% | |
| Ameriprise Financial Inc | 0.01% | 603,856 | $49,748,496 | $49,220,303 | -$528,193 | -1.06% | |
| Daymark Wealth Partners, Llc | 1.19% | 592,253 | $48,854,976 | $48,274,542 | -$580,434 | -1.19% | |
| First Financial Bank - Trust Division | 3.06% | 515,711 | $42,370,821 | $42,035,604 | -$335,217 | -0.79% | |
| Cutler Investment Counsel Llc | 3.87% | 497,617 | $40,884,176 | $40,560,762 | -$323,414 | -0.79% | |
| Level Four Advisory Services, Llc | 1.09% | 467,614 | $38,573,583 | $38,115,217 | -$458,366 | -1.19% | |
| Modern Wealth Management, Llc | 0.46% | 463,659 | $38,247,198 | $37,792,845 | -$454,353 | -1.19% | |
| Kelly Financial Group Llc | 8.80% | 465,234 | $38,223,625 | $37,921,223 | -$302,402 | -0.79% | |
| Old Mission Capital Llc | 0.90% | 426,403 | $35,173,983 | $34,756,109 | -$417,874 | -1.19% | |
| Pallas Capital Advisors Llc | 1.07% | 421,018 | $34,729,744 | $34,317,177 | -$412,567 | -1.19% | |
| Grimes & Co Wealth Management, Llc | 0.80% | 415,932 | $34,173,000 | $33,902,617 | -$270,383 | -0.79% | |
| Sax Wealth Advisors, Llc | 0.96% | 409,691 | $33,660,208 | $33,393,913 | -$266,295 | -0.79% | |
| Highpoint Advisor Group Llc | 1.18% | 406,840 | $33,560,209 | $33,161,528 | -$398,681 | -1.19% | |
| Francis Financial, Inc. | 5.36% | 396,161 | $32,679,285 | $32,291,083 | -$388,202 | -1.19% | |
| Wealthplan Investment Management, Llc | 1.58% | 395,866 | $32,524,317 | $32,267,038 | -$257,279 | -0.79% | |
| Edgerock Capital Llc | 7.08% | 378,709 | $31,239,711 | $30,868,571 | -$371,140 | -1.19% | |
| Madison Asset Management, Llc | 0.37% | 371,195 | $30,619,876 | $30,256,104 | -$363,772 | -1.19% | |
| Kendall Capital Management | 4.87% | 358,552 | $29,458,632 | $29,225,574 | -$233,058 | -0.79% | |
| National Philanthropic Trust | 0.42% | 352,131 | $29,047,285 | $28,702,198 | -$345,087 | -1.19% | |
| Royal Bank Of Canada | 0.00% | 348,086 | $28,714,000 | $28,372,490 | -$341,510 | -1.19% | |
| Thrivent Financial For Lutherans | 0.05% | 327,267 | $26,996,000 | $26,675,533 | -$320,467 | -1.19% | |
| Elk River Wealth Management Llc | 4.24% | 322,334 | $26,589,332 | $26,273,444 | -$315,888 | -1.19% |
Frequently asked questions about JIRE
Who are the largest institutional holders of JIRE?
The largest institutional holders of JIRE reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Lpl Financial Llc, Fmr Llc, Envestnet Asset Management Inc, and Eastern Bank. InsiderSet ranks institutional holders by their latest reported JIRE position.
What is JIRE institutional ownership?
This page tracks JIRE positions reported by institutional investment managers through SEC Form 13F. JPMORGAN INT RES ENH EQTY (JIRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JIRE?
InsiderSet currently tracks 358 institutional managers reporting JIRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JIRE shareholders.
How much JIRE stock do institutions own?
Institutional investment managers disclosed approximately $10.09B in JIRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JIRE institutional ownership last updated?
The latest JIRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JIRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JIRE position after the reporting date.
Are institutions buying or selling JIRE?
Institutional buying and selling can be analyzed by comparing JIRE positions across consecutive 13F reporting periods. InsiderSet's JIRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JIRE ownership changes.
How has JIRE institutional ownership changed over time?
InsiderSet tracks JIRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.