JIRE

Jpmorgan Int Res Enh Eqty

-$8.5B

Net Activity

Institutions Holding

24

Popularity Rank

#1306

Avg Weight

1.47%

Total Value

$455.4M

Ownership Trend

24 institutions currently hold JIRE, with 14 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

EB
Eastern Bank
$189.2M
RP
Richard P Slaughter Associates Inc
$65.3M
CW
Cliftonlarsonallen Wealth Advisors, LLC
$61.5M
FF
First Financial Bank - Trust Division
$41.8M
SW
Sax Wealth Advisors, LLC
$26.6M

Top 5 by Conviction

RP
Richard P Slaughter Associates Inc
12.80%
CW
Choice Wealth Advisors LLC
8.85%
FF
First Financial Bank - Trust Division
2.98%
EB
Eastern Bank
2.90%
FN
First National Bank of Mount Dora, Trust Investment Services
1.92%
View all 24 holding institutions

Quarterly Activity

Recent Activity

+$442.6M

Total Buy Value

$12.1M

Total Sell Value

New buy3
Trim5
Add11
Sold out2

14

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN INT RES ENH EQTY (JIRE)?
Major stakeholders currently include Eastern Bank ($189.2M), Richard P Slaughter Associates Inc ($65.3M), Cliftonlarsonallen Wealth Advisors, LLC ($61.5M). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in JIRE.
What is the overall institutional sentiment toward JIRE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.5B, driven by 14 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their JIRE positions?
In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $12.1M.
Are there any notable investors adding JIRE to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $442.6M.

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