HoldingsChannel.com
Funds Holding JIRE

On this page, we present all of the funds holding JIRE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JIRE, with a link to that fund's top holdings. The next columns indicate the amount of JIRE stock held by each of the funds holding JIRE, followed by the JIRE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 86 funds holding JIRE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding JIRE), click the fund name in the "Holder" column of the funds-holding-JIRE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.74,584,661$4,358,728 12/31/2023
     JIRE74,584,661$4,358,728 12/31/2023
FMR LLC7,356,673$429,924 12/31/2023
     JIRE7,356,673$429,924 12/31/2023
LPL Financial LLC1,616,995$94,497 12/31/2023
     JIRE1,616,995$94,497 12/31/2023
Assetmark Inc.1,605,493$93,825 12/31/2023
     JIRE1,605,493$93,825 12/31/2023
CWM LLC766,974$48,028 03/31/2024
     JIRE766,974$48,028 03/31/2024
Commonwealth Equity Services LLC730,725$42,704 12/31/2023
     JIRE730,725$42,704 12/31/2023
Bogart Wealth LLC676,154$39,514 12/31/2023
     JIRE676,154$39,514 12/31/2023
Family Investment Center Inc.480,488$28,080 12/31/2023
     JIRE480,488$28,080 12/31/2023
Advisor Group Holdings Inc.457,020$26,710 12/31/2023
     JIRE457,020$26,710 12/31/2023
Envestnet Asset Management Inc.402,357$23,514 12/31/2023
     JIRE402,357$23,514 12/31/2023
Great Valley Advisor Group Inc.339,391$19,834 12/31/2023
     JIRE339,391$19,834 12/31/2023
Elk River Wealth Management LLC286,041$17,912 03/31/2024
     JIRE286,041$17,912 03/31/2024
Jane Street Group LLC295,105$17,246 12/31/2023
     JIRE295,105$17,246 12/31/2023
Wealth Alliance Advisory Group LLC261,436$16,371 03/31/2024
     JIRE261,436$16,371 03/31/2024
Pallas Capital Advisors LLC255,369$15,991 03/31/2024
     JIRE255,369$15,991 03/31/2024
Janney Montgomery Scott LLC245,076$14,322 12/31/2023
     JIRE245,076$14,322 12/31/2023
Private Advisor Group LLC244,289$14,276 12/31/2023
     JIRE244,289$14,276 12/31/2023
Buffington Mohr McNeal226,759$13,252 12/31/2023
     JIRE226,759$13,252 12/31/2023
Cambridge Investment Research Advisors Inc.225,015$13,150 12/31/2023
     JIRE225,015$13,150 12/31/2023
Richard P Slaughter Associates Inc190,272$11,915 03/31/2024
     JIRE190,272$11,915 03/31/2024
Bank of America Corp DE185,491$10,840 12/31/2023
     JIRE185,491$10,840 12/31/2023
Cetera Advisor Networks LLC163,023$9,527 12/31/2023
     JIRE163,023$9,527 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC157,535$9,206 12/31/2023
     JIRE157,535$9,206 12/31/2023
Rockefeller Capital Management L.P.151,177$8,835 12/31/2023
     JIRE151,177$8,835 12/31/2023
Susquehanna International Group LLP147,846$8,640 12/31/2023
     JIRE147,846$8,640 12/31/2023
Thrivent Financial for Lutherans142,954$8,354 12/31/2023
     JIRE142,954$8,354 12/31/2023
Northwestern Mutual Wealth Management Co.138,408$8,089 12/31/2023
     JIRE138,408$8,089 12/31/2023
Raymond James Financial Services Advisors Inc.122,700$7,171 12/31/2023
     JIRE122,700$7,171 12/31/2023
First Horizon Advisors Inc.113,688$6,644 12/31/2023
     JIRE113,688$6,644 12/31/2023
Cetera Investment Advisers86,806$5,073 12/31/2023
     JIRE86,806$5,073 12/31/2023
Park Avenue Securities LLC69,556$4,356 03/31/2024
     JIRE69,556$4,356 03/31/2024
MML Investors Services LLC67,709$3,957 12/31/2023
     JIRE67,709$3,957 12/31/2023
Royal Bank of Canada66,768$3,902 12/31/2023
     JIRE66,768$3,902 12/31/2023
Bellevue Asset Management LLC60,233$3,520 12/31/2023
     JIRE60,233$3,520 12/31/2023
Level Four Advisory Services LLC53,439$3,123 12/31/2023
     JIRE53,439$3,123 12/31/2023
Wealth Enhancement Advisory Services LLC43,049$2,696 03/31/2024
     JIRE43,049$2,696 03/31/2024
N.E.W. Advisory Services LLC35,361$2,066 12/31/2023
     JIRE35,361$2,066 12/31/2023
Galvin Gaustad & Stein LLC22,555$1,412 03/31/2024
     JIRE22,555$1,412 03/31/2024
Csenge Advisory Group23,417$1,368 12/31/2023
     JIRE23,417$1,368 12/31/2023
Summit Investment Advisory Services LLC23,041$1,346 12/31/2023
     JIRE23,041$1,346 12/31/2023
SILVER OAK SECURITIES Inc22,081$1,290 12/31/2023
     JIRE22,081$1,290 12/31/2023
Massmutual Trust Co. FSB ADV19,838$1,242 03/31/2024
     JIRE19,838$1,242 03/31/2024
Belpointe Asset Management LLC21,132$1,235 12/31/2023
     JIRE21,132$1,235 12/31/2023
HBW Advisory Services LLC17,989$1,051 12/31/2023
     JIRE17,989$1,051 12/31/2023
Cetera Advisors LLC17,960$1,050 12/31/2023
     JIRE17,960$1,050 12/31/2023
Orion Portfolio Solutions LLC17,216$1,000 12/31/2023
     JIRE17,216$1,000 12/31/2023
Stratos Wealth Partners LTD.15,675$982 03/31/2024
     JIRE15,675$982 03/31/2024
Envestnet Portfolio Solutions Inc.13,938$815 12/31/2023
     JIRE13,938$815 12/31/2023
Integrated Wealth Concepts LLC13,854$810 12/31/2023
     JIRE13,854$810 12/31/2023
Leo Wealth LLC12,722$783 12/31/2023
     JIRE12,722$783 12/31/2023
Captrust Financial Advisors12,853$751 12/31/2023
     JIRE12,853$751 12/31/2023
Ascent Group LLC12,306$725 12/31/2023
     JIRE12,306$725 12/31/2023
U.S. Capital Wealth Advisors LLC12,310$719 12/31/2023
     JIRE12,310$719 12/31/2023
OLD Mission Capital LLC11,752$687 12/31/2023
     JIRE11,752$687 12/31/2023
Mariner LLC10,671$624 12/31/2023
     JIRE10,671$624 12/31/2023
Lockerman Financial Group Inc.9,195$576 03/31/2024
     JIRE9,195$576 03/31/2024
Patten Group Inc.5,647$354 03/31/2024
     JIRE5,647$354 03/31/2024
Kingsview Wealth Management LLC5,725$335 12/31/2023
     JIRE5,725$335 12/31/2023
Berger Financial Group Inc4,791$300 03/31/2024
     JIRE4,791$300 03/31/2024
Security Financial Services INC.4,567$286 03/31/2024
     JIRE4,567$286 03/31/2024
Private Trust Co. NA4,860$284 12/31/2023
     JIRE4,860$284 12/31/2023
Goelzer Investment Management Inc.4,343$254 12/31/2023
     JIRE4,343$254 12/31/2023
Proequities Inc.4,272$250 12/31/2023
     JIRE4,272$250 12/31/2023
Shira Ridge Wealth Management4,048$237 12/31/2023
     JIRE4,048$237 12/31/2023
Northwest Capital Management Inc3,752$235 03/31/2024
     JIRE3,752$235 03/31/2024
Etesian Wealth Advisors Inc.3,737$234 03/31/2024
     JIRE3,737$234 03/31/2024
Global Retirement Partners LLC2,788$160 12/31/2023
     JIRE2,788$160 12/31/2023
ICA Group Wealth Management LLC1,748$102 12/31/2023
     JIRE1,748$102 12/31/2023
Morgan Stanley1,713$100 12/31/2023
     JIRE1,713$100 12/31/2023
IFP Advisors Inc1,241$73 12/31/2023
     JIRE1,241$73 12/31/2023
Advisory Services Network LLC795$46 12/31/2023
     JIRE795$46 12/31/2023
UBS Group AG767$45 12/31/2023
     JIRE767$45 12/31/2023
Capital Investment Advisory Services LLC542$32 12/31/2023
     JIRE542$32 12/31/2023
Tower Research Capital LLC TRC 473$28 12/31/2023
     JIRE473$28 12/31/2023
Jones Financial Companies Lllp422$25 12/31/2023
     JIRE422$25 12/31/2023
Sage Mountain Advisors LLC423$25 12/31/2023
     JIRE423$25 12/31/2023
Wells Fargo & Company MN409$24 12/31/2023
     JIRE409$24 12/31/2023
Principal Securities Inc.291$17 12/31/2023
     JIRE291$17 12/31/2023
Steward Partners Investment Advisory LLC294$17 12/31/2023
     JIRE294$17 12/31/2023
Richardson Financial Services Inc.281$16 12/31/2023
     JIRE281$16 12/31/2023
Allworth Financial LP186$11 12/31/2023
     JIRE186$11 12/31/2023
Comerica Bank108$6 12/31/2023
     JIRE108$6 12/31/2023
GHP Investment Advisors Inc.97$6 12/31/2023
     JIRE97$6 12/31/2023
Qube Research & Technologies Ltd100$6 12/31/2023
     JIRE100$6 12/31/2023
Salem Investment Counselors Inc.69$4 03/31/2024
     JIRE69$4 03/31/2024
Creative Financial Designs Inc. ADV69$4 12/31/2023
     JIRE69$4 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC13$1 12/31/2023
     JIRE13$1 12/31/2023

See Summary: Institutional Holders of JIRE
See Details: Top 10 Hedge Funds Holding JIRE
Also See: JIRE Holdings Changes

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