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JPMorgan International Research Enhanced Equity ETF

114 hedge funds and large institutions have $5.16B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more funds holding

Funds holding: 83114 (+31)

2.05% less ownership

Funds ownership: 87.58%85.53% (-2.1%)

5% less capital invested

Capital invested by funds: $5.44B → $5.16B (-$286M)

Holders
114
Holders Change
+31
Holders Change %
+37.35%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
49
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$1.43M +23,853 +17%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$9.94M +$2.15M +35,985 +29%
FTUS
28
Flow Traders U.S.
New York
$9.73M +$9.29M +155,438 New
Jane Street
29
Jane Street
New York
$8.99M -$9.06M -151,506 -51%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$8.69M -$738K -12,345 -8%
FHA
31
First Horizon Advisors
Tennessee
$7.27M +$141K +2,365 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$7.23M +$2.91M +48,750 +73%
ACA
33
Aspire Capital Advisors
Washington
$5.83M +$5.57M +93,086 New
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$5.04M +$4.81M +80,475 New
CA
35
Cetera Advisors
Colorado
$4.92M +$3.63M +60,672 +338%
PAG
36
Private Advisor Group
New Jersey
$4.82M -$10M -167,363 -69%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.48M +$226K +3,776 +6%
PAS
38
Park Avenue Securities
New York
$4.36M -$22.6K -378 -0.5%
BAM
39
Bellevue Asset Management
Washington
$4.19M +$401K +6,703 +11%
WMA
40
West Michigan Advisors
Michigan
$3.9M +$3.72M +62,229 New
MWA
41
MN Wealth Advisors
Kansas
$3.38M +$3.22M +53,939 New
LFAS
42
Level Four Advisory Services
Texas
$3.14M +$21.9K +366 +0.7%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$491K +8,215 +24%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$2.44M +$1.6M +26,711 +217%
NEWAS
45
N.E.W. Advisory Services
Wisconsin
$2.4M +$176K +2,937 +8%
LIG
46
Lokken Investment Group
Delaware
$2.05M +$1.96M +32,803 New
SOS
47
Silver Oak Securities
Tennessee
$1.65M +$256K +4,285 +19%
BAM
48
Belpointe Asset Management
Nevada
$1.61M +$272K +4,557 +22%
SIAS
49
Summit Investment Advisory Services
Minnesota
$1.53M +$81K +1,355 +6%
CAG
50
Csenge Advisory Group
Florida
$1.52M +$55.1K +921 +4%

JIRE Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2024, worth a combined $5.16B — down 5.3% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JIRE positions and 7 closed out — a net gain of 31 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $856M.

  • 114 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $5.16B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 38 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2024 and 7 closed out, a net change of +31 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2024 was Fidelity Investments, an estimated $58.3M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2024.