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 $9.87B in JIRE holdings during the latest filing period.
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 $4.82B, representing an estimated gain of +3.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
347
Total Reported Value
$9.87B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$4.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $4,820,799,528 | +$168,753,351 | +3.63% | |
| Lpl Financial Llc | 0.12% | 6,667,205 | $549,977,683 | $567,579,162 | +$17,601,479 | +3.20% | |
| Fmr Llc | 0.01% | 3,725,312 | $307,300,965 | $317,135,811 | +$9,834,846 | +3.20% | |
| Envestnet Asset Management Inc | 0.06% | 3,208,978 | $264,708,577 | $273,180,297 | +$8,471,720 | +3.20% | |
| Eastern Bank | 2.90% | 2,293,479 | $189,189,054 | $195,243,867 | +$6,054,813 | +3.20% | |
| Mml Investors Services, Llc | 0.34% | 2,000,314 | $165,005,911 | $170,286,731 | +$5,280,820 | +3.20% | |
| Commonwealth Equity Services, Llc | 0.20% | 1,889,756 | $155,885,983 | $160,874,928 | +$4,988,945 | +3.20% | |
| Raymond James Financial Inc | 0.04% | 1,848,441 | $152,477,883 | $157,357,782 | +$4,879,899 | +3.20% | |
| Cwm, Llc | 0.38% | 1,912,801 | $144,875,518 | $162,836,749 | +$17,961,231 | +12.40% | |
| Factory Mutual Insurance Co | 1.30% | 1,671,130 | $137,851,514 | $142,263,297 | +$4,411,783 | +3.20% | |
| Dynasty Wealth Management, Llc | 0.98% | 1,606,508 | $132,520,877 | $136,762,026 | +$4,241,149 | +3.20% | |
| Lido Advisors, Llc | 0.46% | 1,545,466 | $127,485,605 | $131,565,521 | +$4,079,916 | +3.20% | |
| Assetmark, Inc | 0.20% | 1,394,660 | $115,045,532 | $118,727,406 | +$3,681,874 | +3.20% | |
| Cetera Investment Advisers | 0.10% | 1,323,787 | $109,199,145 | $112,693,987 | +$3,494,842 | +3.20% | |
| Bogart Wealth, Llc | 3.53% | 1,248,235 | $102,966,897 | $106,262,246 | +$3,295,349 | +3.20% | |
| Vestmark Advisory Solutions, Inc. | 0.94% | 1,215,609 | $100,275,586 | $103,484,794 | +$3,209,208 | +3.20% | |
| Sagespring Wealth Partners, Llc | 1.53% | 1,206,292 | $99,507,051 | $102,691,638 | +$3,184,587 | +3.20% | |
| Invesco Ltd. | 0.01% | 918,000 | $75,725,820 | $78,149,340 | +$2,423,520 | +3.20% | |
| Conservest Capital Advisors, Inc. | 6.01% | 915,678 | $75,534,238 | $77,951,668 | +$2,417,430 | +3.20% | |
| Hughes Financial Services, Llc | 9.92% | 907,369 | $74,848,869 | $77,244,323 | +$2,395,454 | +3.20% | |
| Osaic Holdings, Inc. | 0.08% | 860,002 | $70,945,798 | $73,211,970 | +$2,266,172 | +3.19% | |
| Great Valley Advisor Group, Inc. | 1.10% | 842,940 | $69,534,350 | $71,759,482 | +$2,225,132 | +3.20% | |
| Richard P Slaughter Associates Inc | 12.96% | 791,687 | $65,306,261 | $67,396,314 | +$2,090,053 | +3.20% | |
| New England Professional Planning Group Inc. | 23.46% | 761,909 | $62,849,878 | $64,861,313 | +$2,011,435 | +3.20% | |
| Private Advisor Group, Llc | 0.28% | 748,700 | $61,760,285 | $63,736,831 | +$1,976,546 | +3.20% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.81% | 745,277 | $61,477,924 | $63,445,431 | +$1,967,507 | +3.20% | |
| Jones Financial Companies Lllp | 0.02% | 725,716 | $58,949,937 | $61,780,203 | +$2,830,266 | +4.80% | |
| Pure Financial Advisors, Llc | 0.68% | 644,750 | $53,185,431 | $54,887,568 | +$1,702,137 | +3.20% | |
| Ameriprise Financial Inc | 0.01% | 603,856 | $49,748,496 | $51,406,261 | +$1,657,765 | +3.33% | |
| Daymark Wealth Partners, Llc | 1.19% | 592,253 | $48,854,976 | $50,418,498 | +$1,563,522 | +3.20% | |
| First Financial Bank - Trust Division | 2.98% | 506,500 | $41,781,189 | $43,118,345 | +$1,337,156 | +3.20% | |
| Cutler Investment Counsel Llc | 3.73% | 480,390 | $39,627,334 | $40,895,601 | +$1,268,267 | +3.20% | |
| Level Four Advisory Services, Llc | 1.09% | 467,614 | $38,573,583 | $39,807,980 | +$1,234,397 | +3.20% | |
| Modern Wealth Management, Llc | 0.46% | 463,659 | $38,247,198 | $39,471,291 | +$1,224,093 | +3.20% | |
| Kelly Financial Group Llc | 8.41% | 459,051 | $37,867,117 | $39,079,012 | +$1,211,895 | +3.20% | |
| Wealthplan Investment Management, Llc | 1.79% | 436,465 | $36,003,964 | $37,156,265 | +$1,152,301 | +3.20% | |
| Old Mission Capital Llc | 0.90% | 426,403 | $35,173,983 | $36,299,687 | +$1,125,704 | +3.20% | |
| Pallas Capital Advisors Llc | 1.07% | 421,018 | $34,729,744 | $35,841,262 | +$1,111,518 | +3.20% | |
| Highpoint Advisor Group Llc | 1.18% | 406,840 | $33,560,209 | $34,634,289 | +$1,074,080 | +3.20% | |
| Francis Financial, Inc. | 5.36% | 396,161 | $32,679,285 | $33,725,186 | +$1,045,901 | +3.20% | |
| Edgerock Capital Llc | 7.08% | 378,709 | $31,239,711 | $32,239,497 | +$999,786 | +3.20% | |
| Madison Asset Management, Llc | 0.37% | 371,195 | $30,619,876 | $31,599,830 | +$979,954 | +3.20% | |
| Grimes & Co Wealth Management, Llc | 0.65% | 365,229 | $30,127,720 | $31,091,945 | +$964,225 | +3.20% | |
| National Philanthropic Trust | 0.42% | 352,131 | $29,047,285 | $29,976,912 | +$929,627 | +3.20% | |
| Kendall Capital Management | 4.81% | 349,767 | $28,852,280 | $29,775,665 | +$923,385 | +3.20% | |
| Royal Bank Of Canada | 0.00% | 348,086 | $28,714,000 | $29,632,561 | +$918,561 | +3.20% | |
| Sax Wealth Advisors, Llc | 1.08% | 351,683 | $26,636,484 | $29,938,774 | +$3,302,290 | +12.40% | |
| Elk River Wealth Management Llc | 4.24% | 322,334 | $26,589,332 | $27,440,293 | +$850,961 | +3.20% | |
| Sns Financial Group, Llc | 0.49% | 309,337 | $25,517,209 | $26,333,859 | +$816,650 | +3.20% | |
| Choice Wealth Advisors Llc | 8.85% | 305,647 | $25,212,837 | $26,019,729 | +$806,892 | +3.20% |
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.