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JPMorgan International Research Enhanced Equity ETF
JIRE

123 hedge funds and large institutions have $5.48B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 17

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

8% more funds holding

Funds holding: 114 → 123 (+9)

6% more capital invested

Capital invested by funds: $5.16B → $5.48B (+$325M)

0.66% less ownership

Funds ownership: 85.53% → 84.87% (-0.66%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
26
Increased
72
Reduced
17
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
+$55.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.6M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$39.7M
4
LPL Financial
LPL Financial
California
+$23.8M
5
LWL
Leo Wealth LLC
Texas
+$19.5M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$9.73M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$1.53M
3
NPT
National Philanthropic Trust
Pennsylvania
-$1.42M
4
Goldman Sachs
Goldman Sachs
New York
-$946K
5
Citadel Advisors
Citadel Advisors
Florida
-$775K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFBLI
26
Southern Farm Bureau Life Insurance
Mississippi
$15.3M +$15.4M +245,980 New
VFPI
27
Vantage Financial Partners (Illinois)
Illinois
$14.4M +$14.4M +230,649 New
RPSA
28
Richard P. Slaughter Associates
Texas
$14.3M +$2.37M +37,951 +20%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$14.2M +$1.85M +29,603 +15%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$14.2M +$114K +1,821 +0.8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$12.8M +$4.15M +66,347 +48%
CFD
32
Creative Financial Designs
Indiana
$12.7M +$12.7M +202,557 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$749K +11,984 +7%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$10.5M +$598K +9,560 +6%
Jane Street
35
Jane Street
New York
$10.5M +$1.49M +23,874 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$8.34M +$1.11M +17,704 +15%
FHA
37
First Horizon Advisors
Tennessee
$7.54M +$272K +4,352 +4%
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$6.96M +$6.95M +111,120 New
SWP
39
SIMA Wealth Partners
Virginia
$6.9M +$6.89M +110,237 New
ACA
40
Aspire Capital Advisors
Washington
$6.25M +$427K +6,828 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$5.24M +$768K +12,284 +17%
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$5.16M +$125K +2,005 +2%
PAG
43
Private Advisor Group
New Jersey
$4.82M +$8.31K +133 +0.2%
PAS
44
Park Avenue Securities
New York
$4.5M +$149K +2,378 +3%
BAM
45
Bellevue Asset Management
Washington
$4.21M +$17.8K +285 +0.4%
MWA
46
MN Wealth Advisors
Kansas
$4.21M +$828K +13,253 +25%
WMA
47
West Michigan Advisors
Michigan
$3.78M -$118K -1,880 -3%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$3.06M +$621K +9,929 +25%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$3.06M +$363K +5,805 +13%
AWA
50
ARQ Wealth Advisors
Arizona
$3.01M +$2.49M +39,874 +484%
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JIRE Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q2 2024, worth a combined $5.48B — up 6.3% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JIRE positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 17 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $55.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.73M sold.

  • 123 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $5.48B of JPMorgan International Research Enhanced Equity ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 26 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q2 2024 and 15 closed out, a net change of +11 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q2 2024 was Parcion Private Wealth, an estimated $55.7M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q2 2024 was Flow Traders U.S., an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2024.