Who owns JIRE
Which tracked institutional funds hold JIRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JIRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JIRE is one-sided between 2026-Q1 and 2026-Q2: 136 added or opened and 45 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JIRE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 0.7pp gap the other way — the median holder sizes JIRE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JIRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 333 tracked filers holding JIRE, 195 increased or opened the position and 141 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JIRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- OLD MISSION CAPITAL LLC$35M
- Bluespring Wealth Management, LLC$26M
- KINTRA WEALTH, LLC$10M
- GOLDMAN SACHS GROUP INC$7M
- Arax Advisory Partners$5M
- JUNCTURE WEALTH STRATEGIES, LLC$3M
Full exits 24
- CWM, LLC$145M
- Janney Montgomery Scott LLC$112M
- JANE STREET GROUP, LLC$80M
- Cambridge Investment Research Advisors, Inc.$38M
- VESTOR CAPITAL, LLC$25M
- Capital Planning Advisors, LLC$25M
Largest adds
- JPMORGAN CHASE & CO$474M
- Lido Advisors, LLC$122M
- LPL Financial LLC$62M
- FMR LLC$40M
- EASTERN BANK$35M
- MML INVESTORS SERVICES, LLC$34M
Largest trims
- Private Advisor Group, LLC$10M
- CITADEL ADVISORS LLC$9M
- HighPoint Advisor Group LLC$9M
- Garden State Investment Advisory Services LLC$3M
- Legacy Edge Advisors, LLC$3M
- Aspire Capital Advisors LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 56,628,680 | $4.7B | 49.1% | 2026-Q2 |
| LPL Financial LLC added | 6,667,205 | $550M | 5.8% | 2026-Q2 |
| FMR LLC added | 3,725,312 | $307M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,208,978 | $265M | 2.8% | 2026-Q2 |
| EASTERN BANK added | 2,293,479 | $189M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,000,314 | $165M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,889,756 | $156M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,848,441 | $152M | 1.6% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 1,671,130 | $138M | 1.5% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,606,508 | $133M | 1.4% | 2026-Q2 |
| Lido Advisors, LLC added | 1,545,466 | $127M | 1.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,394,660 | $115M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,323,787 | $109M | 1.2% | 2026-Q2 |
| Bogart Wealth, LLC added | 1,248,235 | $103M | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,215,609 | $100M | 1.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 1,206,292 | $100M | 1.1% | 2026-Q2 |
| Invesco Ltd. | 918,000 | $76M | 0.8% | 2026-Q2 |
| Conservest Capital Advisors, Inc. trimmed | 915,678 | $76M | 0.8% | 2026-Q2 |
| Hughes Financial Services, LLC added | 907,369 | $75M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 860,002 | $71M | 0.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 842,940 | $70M | 0.7% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 791,687 | $65M | 0.7% | 2026-Q2 |
| New England Professional Planning Group Inc. trimmed | 761,909 | $63M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 748,700 | $62M | 0.7% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 745,277 | $61M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 725,716 | $59M | 0.6% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 644,750 | $53M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 603,856 | $50M | 0.5% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 592,253 | $49M | 0.5% | 2026-Q2 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 506,500 | $42M | 0.4% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 480,390 | $40M | 0.4% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 467,614 | $39M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 463,659 | $38M | 0.4% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 459,051 | $38M | 0.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 436,465 | $36M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 426,403 | $35M | 0.4% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 421,018 | $35M | 0.4% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 406,840 | $34M | 0.4% | 2026-Q2 |
| Francis Financial, Inc. added | 396,161 | $33M | 0.3% | 2026-Q2 |
| EdgeRock Capital LLC added | 378,709 | $31M | 0.3% | 2026-Q2 |
| Madison Asset Management, LLC added | 371,195 | $31M | 0.3% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 365,229 | $30M | 0.3% | 2026-Q2 |
| National Philanthropic Trust trimmed | 352,131 | $29M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 351,683 | $27M | 0.3% | 2026-Q2 |
| Kendall Capital Management added | 349,767 | $29M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 348,086 | $29M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 333,887 | $28M | 0.3% | 2026-Q2 |
| Elk River Wealth Management LLC trimmed | 322,334 | $27M | 0.3% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 309,337 | $26M | 0.3% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 305,647 | $25M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 299,789 | $25M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 294,898 | $24M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 290,502 | $24M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 287,036 | $24M | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 277,196 | $23M | 0.2% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 261,833 | $22M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 255,786 | $21M | 0.2% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 250,069 | $21M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 243,818 | $20M | 0.2% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 226,552 | $19M | 0.2% | 2026-Q2 |
| Navigation Group, LLC added | 222,982 | $18M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 204,717 | $17M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 204,582 | $17M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 191,388 | $16M | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 188,631 | $16M | 0.2% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC added | 164,127 | $14M | 0.1% | 2026-Q2 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE added | 156,154 | $13M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 151,733 | $13M | 0.1% | 2026-Q2 |
| ForthRight Wealth Management, LLC added | 139,694 | $12M | 0.1% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 139,052 | $11M | 0.1% | 2026-Q2 |
| Fulton Bank, N.A. added | 137,763 | $11M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 136,116 | $11M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 135,563 | $11M | 0.1% | 2026-Q2 |
| Providence Financial Advisors, LLC added | 131,791 | $11M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 130,066 | $11M | 0.1% | 2026-Q2 |
| SIMA Wealth Partners, LLC trimmed | 127,757 | $11M | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC added | 123,012 | $10M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 116,543 | $10M | 0.1% | 2026-Q2 |
| First National Bank of Mount Dora, Trust Investment Services added | 116,071 | $10M | 0.1% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 114,165 | $9M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 107,579 | $9M | 0.1% | 2026-Q2 |
| Base Wealth Management LLC added | 101,496 | $8M | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 100,509 | $8M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 94,221 | $8M | 0.1% | 2026-Q2 |
| Investors Portfolio Services LLC added | 92,647 | $8M | 0.1% | 2026-Q2 |
| Centerline Wealth Advisors, LLC added | 90,672 | $7M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 83,410 | $7M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 83,272 | $7M | 0.1% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 81,885 | $7M | 0.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 79,235 | $7M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC added | 78,836 | $7M | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 76,802 | $6M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 76,370 | $6M | 0.1% | 2026-Q2 |
| Ascent Group, LLC trimmed | 75,733 | $6M | 0.1% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC added | 72,494 | $6M | 0.1% | 2026-Q2 |
| Cooper Financial Group added | 71,862 | $6M | 0.1% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 66,634 | $5M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 65,685 | $5M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 61,862 | $5M | 0.1% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 61,202 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.