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JPMorgan International Research Enhanced Equity ETF

153 hedge funds and large institutions have $6.13B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

123% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 30

24% more funds holding

Funds holding: 123153 (+30)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more capital invested

Capital invested by funds: $5.48B → $6.13B (+$648M)

6.17% more ownership

Funds ownership: 84.87%91.04% (+6.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
153
Holders Change
+30
Holders Change %
+24.39%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
67
Reduced
30
Closed
11
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
26
Buffington Mohr McNeal
Idaho
$17.9M +$713K +11,131 +4%
WAAG
27
Wealth Alliance Advisory Group
Kansas
$17.8M +$268K +4,181 +2%
RPSA
28
Richard P. Slaughter Associates
Texas
$17.4M +$2.28M +35,531 +16%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$17M +$1.92M +29,982 +13%
SFBLI
30
Southern Farm Bureau Life Insurance
Mississippi
$16.2M
PCA
31
Pallas Capital Advisors
Massachusetts
$15.9M -$406K -6,342 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$14.7M +$3.48M +54,345 +32%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$14.7M +$3.06M +47,720 +27%
CFD
34
Creative Financial Designs
Indiana
$14.2M +$831K +12,972 +6%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.8M +$242K +3,772 +2%
CIC
36
Cutler Investment Counsel
Oregon
$10.6M +$10.3M +160,150 New
FHA
37
First Horizon Advisors
Tennessee
$9.61M +$1.61M +25,179 +21%
MML Investors Services
38
MML Investors Services
Massachusetts
$8.8M +$3.17M +49,443 +59%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8.58M -$210K -3,283 -2%
SWP
40
SIMA Wealth Partners
Virginia
$7.87M +$578K +9,019 +8%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$7.71M +$366K +5,713 +5%
ACA
42
Aspire Capital Advisors
Washington
$6.71M +$113K +1,758 +2%
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$5.75M +$297K +4,629 +6%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$5.46M +$3.66M +57,150 +227%
ACM
45
Avalon Capital Management
California
$5.04M +$4.89M +76,317 New
PAS
46
Park Avenue Securities
New York
$4.93M +$171K +2,671 +4%
IWC
47
Integrated Wealth Concepts
Massachusetts
$4.52M +$3.43M +53,572 +360%
MWA
48
MN Wealth Advisors
Kansas
$4.49M +$55.9K +873 +1%
BAM
49
Bellevue Asset Management
Washington
$4.45M +$7.62K +119 +0.2%
AWA
50
ARQ Wealth Advisors
Arizona
$4.14M +$936K +14,609 +30%

JIRE Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2024, worth a combined $6.13B — up 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 11 closed out — a net gain of 33 holders — while 67 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $200M. The largest seller was AssetMark Inc, cutting an estimated $16.3M.

  • 153 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $6.13B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2024 and 11 closed out, a net change of +33 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2024 was Fidelity Investments, an estimated $200M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2024 was AssetMark Inc, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.