We are live on ! Find out more
JIRE icon

JPMorgan International Research Enhanced Equity ETF

83 hedge funds and large institutions have $5.44B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 6883 (+15)

21% more capital invested

Capital invested by funds: $4.5B → $5.44B (+$942M)

0.79% more ownership

Funds ownership: 86.79%87.58% (+0.79%)

Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
38
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Ascent Group
Virginia
$725K +$50.6K +908 +8%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$719K +$455K +8,161 +197%
OMC
53
Old Mission Capital
Illinois
$687K -$12.3M -220,381 -95%
Mariner
54
Mariner
Kansas
$624K +$595K +10,671 New
LFG
55
Lockerman Financial Group
California
$546K -$12.6K -226 -2%
KWM
56
Kingsview Wealth Management
Oregon
$335K +$319K +5,725 New
PTC
57
Private Trust Company
Ohio
$284K -$4.07K -73 -1%
BFG
58
Berger Financial Group
Minnesota
$280K +$7.14K +128 +3%
GIM
59
Goelzer Investment Management
Indiana
$254K
CFGS
60
Concourse Financial Group Securities
Alabama
$250K +$30.9K +554 +15%
SRWM
61
Shira Ridge Wealth Management
California
$237K -$27.7K -497 -11%
NCM
62
Northwest Capital Management
Oregon
$217K -$56 -1 -0%
Morgan Stanley
63
Morgan Stanley
New York
$200K +$65.2K +1,170 +52%
GRP
64
Global Retirement Partners
California
$160K +$63.8K +1,144 +70%
IGWM
65
ICA Group Wealth Management
Colorado
$102K +$97.5K +1,748 New
IA
66
IFP Advisors
Florida
$72.5K -$611K -10,962 -90%
KFS
67
Kelly Financial Services
Massachusetts
$69.5K +$28.2K +505 +74%
ASN
68
Advisory Services Network
Georgia
$46.5K +$44.3K +795 New
UBS Group
69
UBS Group
Switzerland
$44.8K +$42.8K +767 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$31.7K
TRCT
71
Tower Research Capital (TRC)
New York
$27.6K +$26.4K +473 New
SMA
72
Sage Mountain Advisors
Georgia
$24.7K +$23.6K +423 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$24.7K +$23.5K +422 New
Wells Fargo
74
Wells Fargo
California
$23.9K +$22.8K +409 New
SPIA
75
Steward Partners Investment Advisory
New York
$17.2K

JIRE Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2023, worth a combined $5.44B — up 21% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JIRE positions and 9 closed out — a net gain of 15 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $410M. The largest seller was Lido Advisors, exiting entirely with an estimated $15M sold.

  • 83 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $5.44B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 24 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2023 was Fidelity Investments, an estimated $410M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2023 was Lido Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.