JIRE Institutional Ownership
JPMorgan International Research Enhanced Equity ETF
1W: -1.1%
1M: -2.5%
3M: -1.7%
YTD: +8.4%
1Y: +14.1%
3Y: +65.6%
$82.23
+0.92 (+1.13%)
Weekly Expected Move ±1.9%
$79
$81
$82
$84
$85
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JIRE
371
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
35
New Positions
173
Increased
118
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (391 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 56,628,680 | 4.7B | -296,968 | -0.5% | 17Q | SEC ↗ |
| 2 | LPL Financial LLC | 6,667,205 | $548M | +228,460 | +3.5% | 17Q | SEC ↗ |
| 3 | FMR LLC | 3,725,312 | $306M | +196,912 | +5.6% | 17Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3,208,978 | $264M | +108,160 | +3.5% | 17Q | SEC ↗ |
| 5 | EASTERN BANK | 2,293,479 | $189M | +260,638 | +12.8% | 5Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 2,000,314 | $164M | +271,535 | +15.7% | 17Q | SEC ↗ |
| 7 | CWM, LLC | 1,912,801 | $157M | +206,595 | +12.1% | 16Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 1,889,756 | $155M | +103,238 | +5.8% | 17Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,848,441 | $152M | +233,774 | +14.5% | 7Q | SEC ↗ |
| 10 | FACTORY MUTUAL INSURANCE CO | 1,671,130 | $137M | — | +0.0% | 3Q | SEC ↗ |
| 11 | Dynasty Wealth Management, LLC | 1,606,508 | $132M | +150,580 | +10.3% | 6Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 1,574,842 | $129M | +90,975 | +6.1% | 14Q | SEC ↗ |
| 13 | Lido Advisors, LLC | 1,545,466 | $127M | +1,479,348 | +2237.4% | 4Q | SEC ↗ |
| 14 | ASSETMARK, INC | 1,394,660 | $115M | -86,896 | -5.9% | 17Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 1,323,787 | $109M | +41,391 | +3.2% | 15Q | SEC ↗ |
| 16 | Bogart Wealth, LLC | 1,248,235 | $103M | +29,302 | +2.4% | 13Q | SEC ↗ |
| 17 | Vestmark Advisory Solutions, Inc. | 1,215,609 | $100M | -120 | -0.0% | 10Q | SEC ↗ |
| 18 | SAGESPRING WEALTH PARTNERS, LLC | 1,206,292 | $99M | +96,754 | +8.7% | 6Q | SEC ↗ |
| 19 | Invesco Ltd. | 918,000 | $75M | — | +0.0% | 6Q | SEC ↗ |
| 20 | Conservest Capital Advisors, Inc. | 915,678 | $75M | -1,141 | -0.1% | 7Q | SEC ↗ |
| 21 | Hughes Financial Services, LLC | 907,369 | $75M | +53,031 | +6.2% | 7Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 860,002 | $71M | +168,329 | +24.3% | 17Q | SEC ↗ |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | 842,940 | $69M | +29,846 | +3.7% | 11Q | SEC ↗ |
| 24 | Richard P Slaughter Associates Inc | 791,687 | $65M | +18,890 | +2.4% | 12Q | SEC ↗ |
| 25 | New England Professional Planning Grou | 761,909 | $63M | -15,813 | -2.0% | 8Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 748,700 | $62M | -201,613 | -21.2% | 14Q | SEC ↗ |
| 27 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 745,277 | $61M | +31,311 | +4.4% | 12Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 725,716 | $60M | +106,400 | +17.2% | 11Q | SEC ↗ |
| 29 | Pure Financial Advisors, LLC | 644,750 | $53M | -9,290 | -1.4% | 6Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 603,856 | $50M | +31,619 | +5.5% | 6Q | SEC ↗ |
| 31 | DAYMARK WEALTH PARTNERS, LLC | 592,253 | $49M | +101,802 | +20.8% | 5Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 522,486 | $43M | +22,687 | +4.5% | 17Q | SEC ↗ |
| 33 | FIRST FINANCIAL BANK - TRUST DIVISION | 506,500 | $42M | +6,516 | +1.3% | 8Q | SEC ↗ |
| 34 | CUTLER INVESTMENT COUNSEL LLC | 480,390 | $40M | +12,970 | +2.8% | 8Q | SEC ↗ |
| 35 | LEVEL FOUR ADVISORY SERVICES, LLC | 467,614 | $38M | +5,893 | +1.3% | 13Q | SEC ↗ |
| 36 | Modern Wealth Management, LLC | 463,659 | $38M | -4,929 | -1.1% | 4Q | SEC ↗ |
| 37 | KELLY FINANCIAL GROUP LLC | 459,051 | $38M | -37,437 | -7.5% | 2Q | SEC ↗ |
| 38 | WealthPlan Investment Management, LLC | 436,465 | $36M | +72,116 | +19.8% | 5Q | SEC ↗ |
| 39 | OLD MISSION CAPITAL LLC NEW | 426,403 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Pallas Capital Advisors LLC | 421,018 | $35M | +27,746 | +7.1% | 16Q | SEC ↗ |
| 41 | HighPoint Advisor Group LLC | 406,840 | $33M | -148,720 | -26.8% | 3Q | SEC ↗ |
| 42 | Francis Financial, Inc. | 396,161 | $33M | +5,378 | +1.4% | 7Q | SEC ↗ |
| 43 | EdgeRock Capital LLC | 378,709 | $31M | +16,234 | +4.5% | 3Q | SEC ↗ |
| 44 | Madison Asset Management, LLC | 371,195 | $31M | +35,934 | +10.7% | 4Q | SEC ↗ |
| 45 | GRIMES & Co WEALTH MANAGEMENT, LLC | 365,229 | $30M | +57,131 | +18.5% | 8Q | SEC ↗ |
| 46 | National Philanthropic Trust | 352,131 | $29M | -58,679 | -14.3% | 11Q | SEC ↗ |
| 47 | SAX WEALTH ADVISORS, LLC | 351,683 | $29M | +28,273 | +8.7% | 7Q | SEC ↗ |
| 48 | Kendall Capital Management | 349,767 | $29M | +15,026 | +4.5% | 8Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA | 348,086 | $29M | +51,350 | +17.3% | 17Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 333,887 | $27M | +40,998 | +14.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 426,403 | $35M |
| Bluespring Wealth Management, LLC | 309,337 | $25M |
| KINTRA WEALTH, LLC | 116,543 | $10M |
| GOLDMAN SACHS GROUP INC | 83,272 | $7M |
| Arax Advisory Partners | 57,379 | $5M |
| JUNCTURE WEALTH STRATEGIES, LLC | 40,004 | $3M |
| Global Retirement Partners, LLC | 39,444 | $3M |
| Carnegie Investment Counsel | 8,000 | $658K |
| Pathstone Holdings, LLC | 6,864 | $564K |
| Nuveen, LLC | 5,988 | $492K |
| TUDOR INVESTMENT CORP ET AL | 5,175 | $426K |
| IFG Advisory, LLC | 5,032 | $414K |
| Quantinno Capital Management LP | 4,690 | $386K |
| Windsor Capital Management, LLC | 3,790 | $312K |
| THOMPSON SIEGEL & WALMSLEY LLC | 3,409 | $280K |
| Financial Partners Group, Inc | 3,351 | $276K |
| XY Planning Network, Inc. | 2,969 | $244K |
| GENESIS PRIVATE WEALTH, LLC | 2,813 | $231K |
| JM2 Capital Inc. | 2,640 | $217K |
| VestGen Advisors, LLC | 2,613 | $215K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 1,050,000 | $86M |
| NATIONAL BANK OF CANADA /FI | 130,600 | $11M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 128,700 | $11M |
| Arkadios Wealth Advisors | 111,077 | $9M |
| BridgePort Financial Solutions, LLC | 77,505 | $6M |
| Ascentis Independent Advisors | 29,401 | $2M |
| Independent Advisor Alliance | 17,018 | $1M |
| Bay Colony Advisory Group, Inc d/b/ | 16,588 | $1M |
| Lionsbridge Wealth Management LLC | 14,673 | $1M |
| Ameritas Advisory Services, LLC | 10,160 | $835K |
| Traveka Wealth, LLC | 7,052 | $580K |
| TritonPoint Partners, LLC | 4,692 | $386K |
| Beaird Harris Wealth Management, LL | 4,075 | $335K |
| SAWGRASS ASSET MANAGEMENT LLC | 3,764 | $310K |
| Kestra Investment Management, LLC | 3,619 | $298K |
| Advyzon Investment Management, LLC | 3,569 | $293K |
| RENAISSANCE TECHNOLOGIES LLC | 3,300 | $271K |
| Patriot Financial Group Insurance A | 2,944 | $242K |
| Qube Research & Technologies Ltd | 1,609 | $132K |
| Root Financial Partners, LLC | 1,403 | $115K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | +1,479,348 | +2237.4% | 1,545,466 |
| MML INVESTORS SERVICES, LLC | +271,535 | +15.7% | 2,000,314 |
| EASTERN BANK | +260,638 | +12.8% | 2,293,479 |
| RAYMOND JAMES FINANCIAL INC | +233,774 | +14.5% | 1,848,441 |
| LPL Financial LLC | +228,460 | +3.5% | 6,667,205 |
| CWM, LLC | +206,595 | +12.1% | 1,912,801 |
| FMR LLC | +196,912 | +5.6% | 3,725,312 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +195,344 | +2084.1% | 204,717 |
| OSAIC HOLDINGS, INC. | +168,329 | +24.3% | 860,002 |
| Dynasty Wealth Management, LLC | +150,580 | +10.3% | 1,606,508 |
| Sanctuary Advisors, LLC | +116,976 | +629.3% | 135,563 |
| ENVESTNET ASSET MANAGEMENT INC | +108,160 | +3.5% | 3,208,978 |
| JONES FINANCIAL COMPANIES LLLP | +106,400 | +17.2% | 725,716 |
| COMMONWEALTH EQUITY SERVICES, LLC | +103,238 | +5.8% | 1,889,756 |
| DAYMARK WEALTH PARTNERS, LLC | +101,802 | +20.8% | 592,253 |
| SAGESPRING WEALTH PARTNERS, LLC | +96,754 | +8.7% | 1,206,292 |
| Janney Montgomery Scott LLC | +90,975 | +6.1% | 1,574,842 |
| WealthPlan Investment Management, L | +72,116 | +19.8% | 436,465 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | +57,131 | +18.5% | 365,229 |
| Fulton Bank, N.A. | +54,270 | +65.0% | 137,763 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -296,968 | -0.5% | 56,628,680 |
| VESTOR CAPITAL, LLC | -296,175 | -90.7% | 30,350 |
| Private Advisor Group, LLC | -201,613 | -21.2% | 748,700 |
| HighPoint Advisor Group LLC | -148,720 | -26.8% | 406,840 |
| CITADEL ADVISORS LLC | -134,400 | -39.6% | 204,582 |
| ASSETMARK, INC | -86,896 | -5.9% | 1,394,660 |
| National Philanthropic Trust | -58,679 | -14.3% | 352,131 |
| Leo Wealth, LLC | -50,405 | -16.1% | 263,346 |
| Elk River Wealth Management LLC | -49,393 | -13.3% | 322,334 |
| Garden State Investment Advisory Se | -46,607 | -62.8% | 27,563 |
| KELLY FINANCIAL GROUP LLC | -37,437 | -7.5% | 459,051 |
| Integrated Wealth Concepts LLC | -37,325 | -11.2% | 295,486 |
| Aspire Capital Advisors LLC | -32,141 | -85.0% | 5,652 |
| MORGAN STANLEY | -30,199 | -9.8% | 277,196 |
| Family Investment Center, Inc. | -24,406 | -8.9% | 250,069 |
| Signal Advisors Wealth, LLC | -17,738 | -70.9% | 7,268 |
| BANK OF AMERICA CORP /DE | -16,876 | -10.0% | 151,733 |
| Boyer Financial Services, Inc. | -16,559 | -60.3% | 10,924 |
| New England Professional Planning G | -15,813 | -2.0% | 761,909 |
| PARK AVENUE SECURITIES LLC | -13,943 | -8.0% | 160,539 |