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JPMorgan International Growth ETF

40 hedge funds and large institutions have $62.2M invested in JPMorgan International Growth ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more funds holding

Funds holding: 3440 (+6)

4.28% more ownership

Funds ownership: 74.72%79% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $63.4M → $62.2M (-$1.16M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
10
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.3M -$6.84M -124,135 -27%
Mariner
2
Mariner
Kansas
$4.68M -$534K -9,688 -11%
KFI
3
Key Financial Inc
Pennsylvania
$4.49M +$581K +10,550 +16%
CAM
4
Cobblestone Asset Management
Virginia
$4.04M -$2.2M -39,972 -37%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.68M -$211K -3,833 -6%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$3M +$74.6K +1,354 +3%
CWM
7
Cornerstone Wealth Management
Missouri
$2.55M +$330K +5,981 +16%
T
8
Tidemark
California
$2.51M +$2.38M +43,107 New
PW
9
Peninsula Wealth
California
$2.27M +$1.81M +32,824 +537%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.22M +$1.72M +31,180 +449%
Jane Street
11
Jane Street
New York
$2.1M -$1.97M -35,795 -50%
OMC
12
Old Mission Capital
Illinois
$1.79M -$493K -8,940 -23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.24M -$13.5K -245 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.21M +$975K +17,695 +588%
Morgan Stanley
15
Morgan Stanley
New York
$889K -$170K -3,091 -17%
SI
16
Saxon Interests
Texas
$850K +$803K +14,575 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$791K -$1.93M -35,065 -72%
SCM
18
SOL Capital Management
Maryland
$686K -$11K -200 -2%
FIM
19
Freedom Investment Management
Connecticut
$630K +$595K +10,795 New
SFA
20
Sequoia Financial Advisors
Ohio
$535K -$23.7K -430 -4%
DWMS
21
Dominguez Wealth Management Solutions
Virginia
$498K -$3.09K -56 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$354K +$50.5K +916 +18%
PAG
23
Private Advisor Group
New Jersey
$296K +$280K +5,075 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$259K +$245K +4,441 New
FTUS
25
Flow Traders U.S.
New York
$253K -$475K -8,611 -66%

JIG Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Growth ETF (JIG) for Q4 2023, worth a combined $62.2M — down 1.8% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JIG positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was Peninsula Wealth, adding an estimated $1.81M. The largest seller was LPL Financial, cutting an estimated $6.84M.

  • 40 institutional investors held JPMorgan International Growth ETF (JIG) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $62.2M of JPMorgan International Growth ETF stock for Q4 2023, down 1.8% quarter-over-quarter.
  • 9 funds opened new JPMorgan International Growth ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
  • The largest JPMorgan International Growth ETF buyer in Q4 2023 was Peninsula Wealth, an estimated $1.81M added.
  • The largest JPMorgan International Growth ETF seller in Q4 2023 was LPL Financial, an estimated $6.84M sold.

Based on aggregated 13F filings for Q4 2023.