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JPMorgan International Research Enhanced Equity ETF

192 hedge funds and large institutions have $6.22B invested in JPMorgan International Research Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

16% more funds holding

Funds holding: 165192 (+27)

9.01% more ownership

Funds ownership: 85.67%94.68% (+9%)

7% more capital invested

Capital invested by funds: $5.83B → $6.22B (+$389M)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
2.57%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
44
Increased
79
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$27.8M +$2.3M +36,693 +9%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.8M +$6.75M +107,692 +34%
CIC
28
Cutler Investment Counsel
Oregon
$24.7M +$8.3M +132,440 +52%
ERWM
29
Elk River Wealth Management
Colorado
$23.3M +$1.37M +21,924 +6%
Jane Street
30
Jane Street
New York
$22.2M -$1.03M -16,507 -5%
NPT
31
National Philanthropic Trust
Pennsylvania
$21.7M +$649K +10,358 +3%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$21.6M +$2.83M +45,198 +15%
FIC
33
Family Investment Center
Missouri
$20.7M -$6.7M -107,015 -25%
SFBLI
34
Southern Farm Bureau Life Insurance
Mississippi
$20.5M +$4.77M +76,200 +31%
CWA
35
Choice Wealth Advisors
Maine
$19.7M -$244K -3,890 -1%
FF
36
Francis Financial
$19.3M +$16.2M +258,719 +588%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$18.6M +$975K +15,567 +6%
VC
38
Vestor Capital
Illinois
$18.1M +$106K +1,694 +0.6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$16.8M +$3.11M +49,680 +23%
BMM
40
Buffington Mohr McNeal
Idaho
$16.1M -$1.38M -21,966 -8%
PCA
41
Pallas Capital Advisors
Massachusetts
$16M +$97.1K +1,550 +0.6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$15.8M +$6.94M +110,827 +81%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$13.7M -$971K -15,495 -7%
TWM
44
Tradition Wealth Management
Minnesota
$13.4M +$753K +12,027 +6%
LWL
45
Leo Wealth LLC
Texas
$12.6M -$4.91M -78,301 -28%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$12.1M +$2.92M +46,602 +33%
KCM
47
Kendall Capital Management
Maryland
$11.3M +$6.18M +98,701 +125%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$521K +8,320 +6%
SWA
49
Sax Wealth Advisors
New Jersey
$9.87M +$3.53M +56,304 +57%
MWM
50
Mascoma Wealth Management
New Hampshire
$9.75M +$9.58M +152,972 New

JIRE Hedge Fund Activity: Q1 2025 in Review

192 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2025, worth a combined $6.22B — up 6.7% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 15 closed out — a net gain of 29 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $526M.

  • 192 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2025, up from 165 in Q4 2024.
  • Funds reported $6.22B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2025 and 15 closed out, a net change of +29 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $109M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2025 was Fidelity Investments, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2025.