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JPMorgan International Research Enhanced Equity ETF (JIRE) Institutional Ownership

JPMorgan International Research Enhanced Equity ETF logo
$80.72 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE)

Number of
Institutional Buyers
(last 12 months)
269
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$681.72M
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Skip Chart & View Institutional Buying and Selling Data

JIRE Institutional Buying and Selling by Quarter

JPMorgan International Research Enhanced Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 Vestor Capital LLC326,525$24.73M1.8%+55,716.2%0.246%
5/20/2026 Arete Wealth Advisors LLC10,015$759K0.0%+2.5%0.008%
5/19/2026 Western Wealth Management LLC33,031$2.50M0.1%-3.4%0.025%
5/19/2026 NewEdge Advisors LLC48,628$3.68M0.1%+36.8%0.037%
5/19/2026 Bank of America Corp DE168,609$12.77M0.0%+287.9%0.127%
5/19/2026 Arkadios Wealth Advisors111,077$8.41M0.1%N/A0.084%
5/19/2026 Arete Wealth Advisors LLC10,015$759K0.1%+2.5%0.008%
5/18/2026 Royal Bank of Canada296,736$22.47M0.0%+5.1%0.224%
5/15/2026 Gateway Wealth Partners LLC36,156$2.74M0.1%+343.4%0.027%
5/14/2026 Modern Wealth Management LLC468,588$36.11M0.6%+2.7%0.353%
5/14/2026 Ascension Capital Advisors Inc.3,871$293K0.1%N/A0.003%
5/14/2026 Lido Advisors LLC66,118$5.01M0.0%+144.5%0.050%
5/14/2026 New England Professional Planning Group Inc.777,722$58.91M24.6%+1.5%0.586%
5/13/2026 Cetera Investment Advisers1,282,396$97.13M0.1%+3.4%0.967%
5/13/2026 NewEdge Wealth LLC47,158$3.57M0.0%N/A0.036%
5/8/2026 PNC Financial Services Group Inc.23,987$1.82M0.0%+3.3%0.018%
5/8/2026 Madison Asset Management LLC335,261$25.39M0.3%+8.0%0.253%
5/8/2026 Cutler Investment Counsel LLC467,420$35.40M3.6%+0.5%0.352%
5/7/2026 Balefire LLC20,244$1.53M0.3%-1.3%0.015%
5/6/2026 Quadrant Private Wealth Management LLC2,915$221K0.0%N/A0.002%
5/6/2026 Cornerstone Planning Group LLC478$38K0.0%N/A0.000%
5/6/2026 Assetmark Inc.1,481,556$112.21M0.2%-0.6%1.117%
5/6/2026 Bessemer Group Inc.4,900$371K0.0%+1,156.4%0.004%
5/5/2026 Lane Brothers & Co. Inc.22,379$1.70M1.2%+7.1%0.017%
5/5/2026 Navigation Group LLC220,388$16.69M3.9%N/A0.166%
5/5/2026 Gentry Private Wealth LLC7,188$544K0.3%-4.3%0.005%
5/5/2026 Geneos Wealth Management Inc.19,318$1.46M0.0%-23.4%0.015%
5/5/2026 Sanctuary Advisors LLC18,587$1.41M0.0%+10.4%0.014%
5/5/2026 Conservest Capital Advisors Inc.916,819$69.44M6.3%+4.6%0.691%
5/4/2026 HBW Advisory Services LLC49,925$3.78M0.4%+9.6%0.038%
5/2/2026 ARQ Wealth Advisors LLC64,557$4.89M0.9%+5.8%0.049%
5/1/2026 Kaizen Financial Strategies88,160$7.07M3.1%+11.2%0.066%
5/1/2026 Fifth Third Bancorp1,816$138K0.0%N/A0.001%
5/1/2026 Sovran Advisors LLC6,337$506K0.0%+9.3%0.005%
5/1/2026 Financial Connections Group Inc.74,025$5.61M1.9%-4.3%0.056%
5/1/2026 Mascoma Wealth Management LLC213,979$16.21M3.3%+21.2%0.162%
5/1/2026 Cedar Mountain Advisors LLC4,163$315K0.1%+3.5%0.003%
4/30/2026 Kestra Advisory Services LLC29,056$2.20M0.0%+32.4%0.022%
4/30/2026 Base Wealth Management LLC96,772$7.33M4.1%+3.9%0.073%
4/30/2026 Greenwood Capital Associates LLC130,417$9.88M1.1%+1.8%0.098%
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4/29/2026 Axxcess Wealth Management LLC70,947$5.37M0.2%+447.6%0.054%
4/29/2026 WealthPLAN Partners LLC31,260$2.37M0.5%+354.6%0.024%
4/28/2026 Red Mountain Financial LLC31,204$2.36M2.2%+5.0%0.024%
4/28/2026 PUREfi Wealth LLC4,009$304K0.2%-10.9%0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.798$61K0.0%-61.7%0.001%
4/28/2026 Bogart Wealth LLC1,218,933$92.32M3.6%+1.2%0.920%
4/28/2026 Ascentis Independent Advisors29,401$2.23M0.2%N/A0.022%
4/28/2026 Stephens Inc. AR4,705$356K0.0%+18.5%0.004%
4/28/2026 Walkner Condon Financial Advisors LLC5,395$409K0.1%-10.2%0.004%
4/28/2026 Bryant Woods Investment Advisors LLC150,823$11.42M4.2%+17.4%0.114%
4/28/2026 WBH Advisory Inc.34,968$2.69M0.2%+4.2%0.026%
4/27/2026 HB Wealth Management LLC30,450$2.31M0.0%-1.6%0.023%
4/27/2026 World Investment Advisors22,492$1.70M0.0%-25.8%0.017%
4/27/2026 Private Advisor Group LLC950,313$71.98M0.3%+1.9%0.717%
4/25/2026 Stevens Capital Partners14,115$1.07M0.3%+30.5%0.011%
4/25/2026 Smithbridge Asset Management Inc. DE146,817$11.12M1.6%-46.1%0.111%
4/24/2026 Root Financial Partners LLC1,403$106K0.0%+86.1%0.001%
4/24/2026 Bellevue Asset Management LLC66,734$5.05M2.5%-10.5%0.050%
4/24/2026 Essex Financial Services Inc.9,729$737K0.0%+83.6%0.007%
4/24/2026 Merited Wealth LLC36,709$2.78M2.3%+148.4%0.028%
4/24/2026 Fulton Bank N.A.83,493$6.32M0.2%N/A0.063%
4/24/2026 Family Investment Center Inc.274,475$20.79M4.0%-2.5%0.207%
4/24/2026 Wagner Wealth Management LLC112,518$8.52M1.7%+3.0%0.085%
4/24/2026 Harbor Investment Advisory LLC15,909$1.21M0.1%+5,602.2%0.012%
4/23/2026 Etesian Wealth Advisors Inc.99,968$7.57M2.4%+2.1%0.075%
4/23/2026 3Chopt Investment Partners LLC18,355$1.39M0.3%-1.2%0.014%
4/22/2026 Independence Asset Advisors LLC27,678$2.10M0.8%+345.4%0.021%
4/22/2026 Patriot Financial Group Insurance Agency LLC2,944$223K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC1,483,867$112.39M0.3%-16.5%1.120%
4/22/2026 Mayfair Advisory Group LLC7,080$536K0.2%+14.2%0.005%
4/21/2026 Sequent Planning LLC2,751$208K0.1%N/A0.002%
4/21/2026 Unique Wealth LLC142,882$10.82M1.5%+49.1%0.108%
4/21/2026 Aegis Wealth Management Inc.4,935$374K0.3%+8.3%0.004%
4/21/2026 Fairvoy Private Wealth LLC6,611$501K0.1%+9.8%0.005%
4/21/2026 Silver Oak Securities Incorporated47,191$3.57M0.3%-0.7%0.036%
4/20/2026 Kestra Private Wealth Services LLC36,099$2.73M0.0%-1.7%0.027%
4/20/2026 Cardinal Point Capital Management ULC7,128$540K0.0%N/A0.005%
4/20/2026 Apella Capital LLC68,951$5.61M0.1%N/A0.052%
4/18/2026 Integrated Capital Management LLC11,587$878K0.4%+16.8%0.009%
4/18/2026 EdgeRock Capital LLC362,475$27.48M7.4%+27.1%0.274%
4/17/2026 Signal Advisors Wealth LLC25,006$1.89M0.1%N/A0.019%
4/17/2026 AdvisorNet Financial Inc11,729$888K0.0%+5.4%0.009%
4/17/2026 Elk River Wealth Management LLC371,727$28.16M4.6%+0.9%0.281%
4/17/2026 Sterling Investment Counsel LLC3,763$285K0.1%N/A0.003%
3/17/2026 Rockefeller Capital Management L.P.292,398$21.90M0.0%+4.0%0.230%
3/13/2026 Lane Brothers & Co. Inc.20,897$1.57M1.1%N/A0.016%
3/13/2026 World Investment Advisors30,329$2.27M0.0%N/A0.024%
3/4/2026 Pure Financial Advisors LLC661,354$49.52M0.7%+1.0%0.521%
2/23/2026 Beaird Harris Wealth Management LLC4,075$305K0.0%N/A0.003%
2/20/2026Ruggaard & Associates LLC14,152$1.06M0.4%+2.5%0.011%
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2/20/2026 McLaughlin Asset Management Inc.12,534$939K0.8%N/A0.010%
2/19/2026 Compound Planning Inc.8,751$655K0.0%-29.2%0.007%
2/19/2026 Axxcess Wealth Management LLC12,956$970K0.0%+13.5%0.010%
2/18/2026 Ameriflex Group Inc.1,125$84K0.0%+603.1%0.001%
2/18/2026 Beacon Pointe Advisors LLC2,718$203K0.0%N/A0.002%
2/18/2026 EP Wealth Advisors LLC263,536$19.73M0.1%N/A0.208%
2/18/2026 NewEdge Advisors LLC35,558$2.66M0.0%+78.0%0.028%
2/18/2026 IHT Wealth Management LLC51,758$3.88M0.1%-0.5%0.041%
2/17/2026 Cetera Investment Advisers1,240,202$92.87M0.1%+11.9%0.977%
2/17/2026 Equitable Holdings Inc.153,888$11.52M0.1%+38.9%0.121%


JIRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 313 institutional investors and hedge funds held shares of JPMorgan International Research Enhanced Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($4.31B), FMR LLC ($652.87M), LPL Financial LLC ($444.54M), Envestnet Asset Management Inc. ($201.08M), MML Investors Services LLC ($133.30M), CWM LLC ($127.76M), and Factory Mutual Insurance Co. ($125.13M).Learn more on JPMorgan International Research Enhanced Equity ETF's institutional investors.

Of the 303 institutional investors that purchased JPMorgan International Research Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($6.65M), FMR LLC ($3.13M), Envestnet Asset Management Inc. ($2.23M), Dynasty Wealth Management LLC ($1.74M), Factory Mutual Insurance Co. ($1.67M), Sagespring Wealth Partners LLC ($1.63M), and MML Investors Services LLC ($1.55M).

Institutional investors have bought a total of 22,978,059 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

Of the 82 institutional investors that sold JPMorgan International Research Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.03M), Vestor Capital LLC ($560.80K), Jane Street Group LLC ($476.56K), Bogart Wealth LLC ($427.60K), Janney Montgomery Scott LLC ($293.20K), Northwestern Mutual Wealth Management Co. ($288.61K), and Assetmark Inc. ($222.97K).

Institutional investors have sold a total of 9,274,057 shares in the last 24 months. This volume of shares sold represents approximately $681.72M in transactions.



This page (NYSEARCA:JIRE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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