JPMORGAN INT RES ENH EQTY (JIRE) Institutional Ownership Changes & 13F Activity
JPMORGAN INT RES ENH EQTY (JIRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Old Mission Capital Llc, Raymond James Financial Inc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +108,160 | +3.5% | 3,208,978 | $264.71M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +4,342 | +55.7% | 12,140 | $1.00M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -37,325 | -11.2% | 295,486 | $24.37M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -134,400 | -39.6% | 204,582 | $16.88M | Q2 2026 | Sep 02, 2026 |
| West Michigan Advisors, Llc | Buy | +1,362 | +7.9% | 18,607 | $1.53M | Q2 2026 | Aug 21, 2026 |
| Kingsview Wealth Management, Llc | Buy | +9,992 | +23.7% | 52,065 | $4.29M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -9,517 | -32.2% | 20,011 | $1.65M | Q2 2026 | Aug 19, 2026 |
| Orion Capital Management Llc | Buy | +654 | — | 654 | $53.95K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +357 | +12.8% | 3,136 | $258.65K | Q2 2026 | Aug 18, 2026 |
| Ruggaard & Associates Llc | Buy | +16,630 | — | 16,630 | $1.37M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -9,290 | -1.4% | 644,750 | $53.19M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +6,332 | +45.5% | 20,252 | $1.67M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +795 | +0.4% | 191,388 | $15.63M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -6 | -0.7% | 887 | $73.19K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +918,000 | — | 918,000 | $75.73M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +603,856 | — | 603,856 | $49.75M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +426,403 | — | 426,403 | $35.17M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +233,774 | +14.5% | 1,848,441 | $152.48M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +195,344 | +2084.1% | 204,717 | $16.89M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +168,329 | +24.3% | 860,002 | $70.95M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +116,543 | — | 116,543 | $10.02M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +106,400 | +17.2% | 725,716 | $58.95M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +83,272 | — | 83,272 | $6.87M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Sell | -58,679 | -14.3% | 352,131 | $29.05M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +51,350 | +17.3% | 348,086 | $28.71M | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, Llc | Buy | +42,127 | +114.8% | 78,836 | $6.50M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +24,001 | +7.9% | 327,267 | $27.00M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -16,876 | -10.0% | 151,733 | $12.52M | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services Llc | Buy | +13,925 | +17.7% | 92,647 | $7.64M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +8,496 | +21.4% | 48,149 | $3.97M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about JIRE activity
Which institutional owners are buying JIRE?
Institutional owners buying JIRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JIRE activity?
"Buy" means an investor increased their reported position in JIRE compared to the prior reporting period. This reflects growing exposure to JPMORGAN INT RES ENH EQTY (JIRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JIRE increasing?
Institutional interest in JIRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.