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Institutional Holders of JIRE

There is a long list of 90 institutional holders of JIRE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JIRE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JIRE table below, the initial column indicates the name of each top institutional holder of JIRE, with a link to that fund's top holdings. The next columns indicate the amount of JIRE stock held by each of the institutional holders of JIRE, followed by the JIRE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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.444,543$27,837 03/31/2024
     JIRE444,543$27,837 03/31/2024
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
Buffington Mohr McNeal249,987$15,654 03/31/2024
     JIRE249,987$15,654 03/31/2024
Cambridge Investment Research Advisors Inc.249,514$15,625 03/31/2024
     JIRE249,514$15,625 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
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
Raymond James Financial Services Advisors Inc.158,685$9,937 03/31/2024
     JIRE158,685$9,937 03/31/2024
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
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
Wagner Wealth Management LLC80,475$5,039 03/31/2024
     JIRE80,475$5,039 03/31/2024
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 LLC38,298$2,398 03/31/2024
     JIRE38,298$2,398 03/31/2024
Summit Investment Advisory Services LLC24,396$1,528 03/31/2024
     JIRE24,396$1,528 03/31/2024
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
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 03/31/2024
     JIRE17,989$1,051 03/31/2024
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

See All: Funds Holding JIRE
See Details: Top 10 Hedge Funds Holding JIRE
Also See: JIRE Holdings Changes

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