Who owns JIRE (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 132 added or opened and 31 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 0.9% of theirs — a 0.6pp 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 2025-Q4 and 2026-Q1, across 337 tracked filers holding JIRE, 218 increased or opened the position and 111 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 2025-Q4 and 2026-Q1 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 26
- KELLY FINANCIAL GROUP LLC$38M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22M
- Navigation Group, LLC$17M
- NATIONAL BANK OF CANADA /FI/$10M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$10M
- Perigon Wealth Management, LLC$9M
Full exits 5
- Southern Farm Bureau Life Insurance$24M
- Global Retirement Partners, LLC$3M
- Lionsbridge Wealth Management LLC$1M
- Northwest Capital Management Inc$695K
- Traveka Wealth, LLC$528K
Largest adds
- EASTERN BANK$75M
- JANE STREET GROUP, LLC$72M
- LPL Financial LLC$43M
- VESTOR CAPITAL, LLC$25M
- CITADEL ADVISORS LLC$24M
- FMR LLC$22M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$752M
- JPMORGAN CHASE & CO$136M
- Janney Montgomery Scott LLC$21M
- SAGESPRING WEALTH PARTNERS, LLC$20M
- Dynasty Wealth Management, LLC$11M
- SMITHBRIDGE ASSET MANAGEMENT INC/DE$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 56,925,648 | $4.2B | 47.7% | 2026-Q1 |
| LPL Financial LLC added | 6,438,745 | $488M | 5.6% | 2026-Q1 |
| FMR LLC added | 3,528,400 | $267M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,100,818 | $235M | 2.7% | 2026-Q1 |
| EASTERN BANK added | 2,032,841 | $154M | 1.8% | 2026-Q1 |
| CWM, LLC added | 1,912,801 | $145M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,786,518 | $135M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,728,779 | $131M | 1.5% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 1,671,130 | $127M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,614,667 | $122M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,483,867 | $112M | 1.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,481,556 | $112M | 1.3% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 1,455,928 | $110M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,282,396 | $97M | 1.1% | 2026-Q1 |
| Bogart Wealth, LLC added | 1,218,933 | $92M | 1.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,215,729 | $92M | 1.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 1,109,538 | $84M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,050,000 | $80M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 950,313 | $72M | 0.8% | 2026-Q1 |
| Invesco Ltd. | 918,000 | $70M | 0.8% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 916,819 | $69M | 0.8% | 2026-Q1 |
| Hughes Financial Services, LLC added | 854,338 | $65M | 0.7% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 813,094 | $62M | 0.7% | 2026-Q1 |
| New England Professional Planning Group Inc. added | 777,722 | $59M | 0.7% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 772,797 | $59M | 0.7% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 713,966 | $54M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 691,673 | $52M | 0.6% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 654,040 | $50M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 619,316 | $45M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 572,237 | $43M | 0.5% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 555,560 | $42M | 0.5% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 499,984 | $38M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 499,799 | $38M | 0.4% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC new | 496,488 | $38M | 0.4% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 490,451 | $37M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC added | 468,588 | $36M | 0.4% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC added | 467,420 | $35M | 0.4% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 461,721 | $35M | 0.4% | 2026-Q1 |
| National Philanthropic Trust added | 410,810 | $31M | 0.4% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 393,272 | $30M | 0.3% | 2026-Q1 |
| Francis Financial, Inc. added | 390,783 | $30M | 0.3% | 2026-Q1 |
| Elk River Wealth Management LLC added | 371,727 | $28M | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 364,349 | $28M | 0.3% | 2026-Q1 |
| EdgeRock Capital LLC added | 362,475 | $27M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 338,982 | $26M | 0.3% | 2026-Q1 |
| Madison Asset Management, LLC added | 335,261 | $25M | 0.3% | 2026-Q1 |
| Kendall Capital Management added | 334,741 | $25M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 332,811 | $25M | 0.3% | 2026-Q1 |
| VESTOR CAPITAL, LLC added | 326,525 | $25M | 0.3% | 2026-Q1 |
| Capital Planning Advisors, LLC added | 325,345 | $25M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 323,410 | $24M | 0.3% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 308,098 | $23M | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 307,395 | $23M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 303,266 | $23M | 0.3% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 302,764 | $23M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 296,736 | $22M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 295,695 | $22M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 292,889 | $22M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 287,036 | $22M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 277,006 | $21M | 0.2% | 2026-Q1 |
| Family Investment Center, Inc. trimmed | 274,475 | $21M | 0.2% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 263,346 | $20M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 260,386 | $20M | 0.2% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 257,085 | $19M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 236,361 | $18M | 0.2% | 2026-Q1 |
| Navigation Group, LLC new | 220,388 | $17M | 0.2% | 2026-Q1 |
| Mascoma Wealth Management LLC added | 213,979 | $16M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 190,593 | $14M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 174,482 | $13M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 168,609 | $13M | 0.1% | 2026-Q1 |
| Bryant Woods Investment Advisors, LLC added | 150,823 | $11M | 0.1% | 2026-Q1 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed | 146,817 | $11M | 0.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 142,882 | $11M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 130,600 | $10M | 0.1% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 130,417 | $10M | 0.1% | 2026-Q1 |
| SIMA Wealth Partners, LLC added | 130,059 | $10M | 0.1% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 128,700 | $10M | 0.1% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC added | 128,047 | $10M | 0.1% | 2026-Q1 |
| ForthRight Wealth Management, LLC added | 121,613 | $9M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 121,017 | $9M | 0.1% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 120,162 | $9M | 0.1% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 112,518 | $9M | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 112,438 | $9M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 111,077 | $8M | 0.1% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 99,968 | $8M | 0.1% | 2026-Q1 |
| Base Wealth Management LLC added | 96,772 | $7M | 0.1% | 2026-Q1 |
| Kaizen Financial Strategies added | 88,160 | $7M | 0.1% | 2026-Q1 |
| Centerline Wealth Advisors, LLC trimmed | 88,767 | $7M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 84,517 | $6M | 0.1% | 2026-Q1 |
| Fulton Bank, N.A. new | 83,493 | $6M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 80,359 | $6M | 0.1% | 2026-Q1 |
| Ascent Group, LLC added | 79,490 | $6M | 0.1% | 2026-Q1 |
| Investors Portfolio Services LLC added | 78,722 | $6M | 0.1% | 2026-Q1 |
| BridgePort Financial Solutions, LLC added | 77,505 | $6M | 0.1% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 74,170 | $6M | 0.1% | 2026-Q1 |
| Apella Capital, LLC new | 68,951 | $6M | 0.1% | 2026-Q1 |
| Southern Farm Bureau Life Insurance | 322,180 | $24M | 0.3% | 2025-Q4 stale |
| Buffington Mohr McNeal trimmed | 253,125 | $16M | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 139,399 | $10M | 0.1% | 2025-Q2 stale |
| First Horizon Advisors, Inc. trimmed | 137,418 | $10M | 0.1% | 2025-Q2 stale |
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.