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JPMorgan International Research Enhanced Equity ETF

165 hedge funds and large institutions have $5.83B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 29

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

8% more funds holding

Funds holding: 153165 (+12)

5% less capital invested

Capital invested by funds: $6.13B → $5.83B (-$299M)

5.37% less ownership

Funds ownership: 91.04%85.67% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

89% less call options, than puts

Call options by funds: $6K | Put options by funds: $53K

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
2.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
33
Increased
90
Reduced
29
Closed
17
Calls
$6K
Puts
$53K
Net Calls
-$47K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Choice Wealth Advisors
Maine
$18.3M +$682K +10,913 +4%
PAG
27
Private Advisor Group
New Jersey
$18M +$1.68M +26,864 +10%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$17.2M +$2.33M +37,339 +15%
VC
29
Vestor Capital
Illinois
$16.5M -$1.68M -26,905 -9%
LWL
30
Leo Wealth LLC
Texas
$16.2M -$3.97M -63,547 -19%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$16.1M +$189K +3,023 +1%
BMM
32
Buffington Mohr McNeal
Idaho
$16.1M +$255K +4,077 +2%
WAAG
33
Wealth Alliance Advisory Group
Kansas
$16M +$262K +4,197 +2%
CIC
34
Cutler Investment Counsel
Oregon
$14.9M +$5.91M +94,667 +59%
PCA
35
Pallas Capital Advisors
Massachusetts
$14.6M -$73.4K -1,175 -0.5%
SFBLI
36
Southern Farm Bureau Life Insurance
Mississippi
$14.4M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$495K +7,929 +4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$12.5M +$313K +5,018 +2%
TWM
39
Tradition Wealth Management
Minnesota
$11.6M +$11.8M +188,360 +1,979%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$8.76M +$6.06M +97,014 +184%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$8.25M +$3.66M +58,677 +71%
FHA
42
First Horizon Advisors
Tennessee
$8.22M -$316K -5,064 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$8.04M +$471K +7,540 +6%
MML Investors Services
44
MML Investors Services
Massachusetts
$7.64M -$167K -2,673 -2%
SWP
45
SIMA Wealth Partners
Virginia
$6.75M -$238K -3,813 -3%
ACA
46
Aspire Capital Advisors
Washington
$6.36M +$439K +7,036 +7%
SWA
47
Sax Wealth Advisors
New Jersey
$5.77M +$6.16M +98,587 New
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$5.54M +$475K +7,602 +9%
PAS
49
Park Avenue Securities
New York
$4.81M +$474K +7,596 +10%
KCM
50
Kendall Capital Management
Maryland
$4.63M +$2.95M +47,235 +148%

JIRE Hedge Fund Activity: Q4 2024 in Review

165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2024, worth a combined $5.83B — down 4.9% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JIRE positions and 17 closed out — a net gain of 16 holders — while 90 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $327M. The largest seller was Fidelity Investments, cutting an estimated $63.3M.

  • 165 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $5.83B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 33 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2024 and 17 closed out, a net change of +16 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $327M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.