Security record · archived quarter
JIRE
JPMorgan International Research Enhanced Equity ETF · Financial Services · Asset Management - Global
46Tracked holders
+6Δ holders
86.42MShares held
$6.41BReported value
+8New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow -7.3% ·
net new positions +13.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 74.26K | $6.04M | n/a | n/a |
| Q2 2026 | 45 | +1 | 86.10M | $7.08B | +4 | −4 |
| Q1 2026 | 46 | +6 | 86.42M | $6.41B | +8 | −2 |
| Q4 2025 | 40 | 0 | 93.27M | $6.98B | +1 | −1 |
| Q3 2025 | 6 | +1 | 125.86M | $9.26B | +2 | −1 |
| Q2 2025 | 3 | +1 | 2.55M | $180.29M | +1 | n/a |
| Q1 2025 | 1 | 0 | 9.01K | $573,990 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.30K | $310,162 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.62K | $239,161 | +1 | −1 |
| Q2 2024 | 1 | n/a | 6.90K | $431,940 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 56.93M | -1.2% | $4.18B | 0.3% | ▼ Trim | 3 | SEC ↗ ×7 |
| 2 | LPL Financial LLC | 6.44M | +8.5% | $487.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 3.53M | +7.8% | $267.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 3.10M | +7.0% | $234.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Cwm, Llc | 1.91M | +12.1% | $144.88M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.79M | +9.2% | $135.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 1.73M | -2.9% | $130.94M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.61M | +19.8% | $122.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Assetmark, Inc | 1.48M | -0.6% | $112.21M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 1.28M | +3.4% | $97.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 1.05M | +927.4% | $79.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 918.00K | 0.0% | $69.53M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 691.67K | +10.0% | $52.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 619.32K | +22.5% | $45.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 572.24K | +69.2% | $43.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 338.98K | +1518.8% | $25.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 307.39K | +6.4% | $23.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 296.74K | +5.1% | $22.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Rockefeller Capital Management L.P. | 295.69K | +1.1% | $22.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Northwestern Mutual Wealth… | 292.89K | -38.0% | $22.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 287.04K | New | $21.74M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 236.36K | +95.8% | $17.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Bank Of America Corp /De/ | 168.61K | +287.9% | $12.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | National Bank Of Canada /Fi/ | 130.60K | New | $9.89M | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 84.52K | +24.9% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 80.36K | -1.6% | $6.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 66.12K | +144.6% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Truist Financial Corp | 31.55K | New | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 29.53K | New | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 23.99K | +3.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | HighTower Advisors, LLC | 23.29K | +46.4% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 17.22K | -2.7% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 10.65K | New | $806,852 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mariner, LLC | 9.59K | 0.0% | $726,013 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 9.37K | -99.9% | $709,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Creative Planning | 5.58K | -35.3% | $422,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 5.29K | -1.4% | $400,647 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Cerity Partners LLC | 5.15K | +5.7% | $390,156 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Us Bancorp \De\ | 2.78K | +4.9% | $210,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS Group AG | 2.23K | +604.4% | $168,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 1.89K | -49.6% | $143,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.82K | New | $137,530 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 348 | +266.3% | $26,358 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Russell Investments Group, Ltd. | 134 | New | $10,149 | 0.0% | New | 1 | SEC ↗ |
| 45 | Citigroup Inc | 47 | New | $3,560 | 0.0% | New | 1 | SEC ↗ |
| 46 | BlackRock ✦ (passive) | 1 | 0.0% | $42 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $21.74M | 0.0% |
| National Bank Of Canada /Fi/ | $9.89M | 0.0% |
| Truist Financial Corp | $2.39M | 0.0% |
| Mercer Global Advisors Inc… | $2.24M | 0.0% |
| Focus Partners Wealth | $806,852 | 0.0% |
| Fifth Third Bancorp | $137,530 | 0.0% |
| Russell Investments Group… | $10,149 | 0.0% |
| Citigroup Inc | $3,560 | 0.0% |
Exited
| Renaissance Technologies | $247,104 | was 0.0% |
| Qube Research & Technologies… | $120,482 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 335 holders, 63.10M shares, $4.55B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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