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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+108,160+3.5%3,208,978$264.71MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,342+55.7%12,140$1.00MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-37,325-11.2%295,486$24.37MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-134,400-39.6%204,582$16.88MQ2 2026Sep 02, 2026
West Michigan Advisors, LlcBuy+1,362+7.9%18,607$1.53MQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+9,992+23.7%52,065$4.29MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-9,517-32.2%20,011$1.65MQ2 2026Aug 19, 2026
Orion Capital Management LlcBuy+654—654$53.95KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+357+12.8%3,136$258.65KQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+16,630—16,630$1.37MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-9,290-1.4%644,750$53.19MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+6,332+45.5%20,252$1.67MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+795+0.4%191,388$15.63MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-6-0.7%887$73.19KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+918,000—918,000$75.73MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+603,856—603,856$49.75MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+426,403—426,403$35.17MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+233,774+14.5%1,848,441$152.48MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+195,344+2084.1%204,717$16.89MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+168,329+24.3%860,002$70.95MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+116,543—116,543$10.02MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+106,400+17.2%725,716$58.95MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+83,272—83,272$6.87MQ2 2026Aug 14, 2026
National Philanthropic TrustSell-58,679-14.3%352,131$29.05MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+51,350+17.3%348,086$28.71MQ2 2026Aug 14, 2026
Merited Wealth, LlcBuy+42,127+114.8%78,836$6.50MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+24,001+7.9%327,267$27.00MQ2 2026Aug 14, 2026
Bank Of America CorpSell-16,876-10.0%151,733$12.52MQ2 2026Aug 14, 2026
Investors Portfolio Services LlcBuy+13,925+17.7%92,647$7.64MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+8,496+21.4%48,149$3.97MQ2 2026Aug 14, 2026
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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.