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JPMorgan International Research Enhanced Equity ETF

114 hedge funds and large institutions have $5.16B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more funds holding

Funds holding: 83114 (+31)

2.05% less ownership

Funds ownership: 87.58%85.53% (-2.1%)

5% less capital invested

Capital invested by funds: $5.44B → $5.16B (-$286M)

Holders
114
Holders Change
+31
Holders Change %
+37.35%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
49
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
51
Galvin Gaustad & Stein
Arizona
$1.41M +$1.35M +22,555 New
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.24M +$1.19M +19,838 New
CW
53
CreativeOne Wealth
Kansas
$1.21M +$1.16M +19,378 New
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$1.12M +$231K +3,869 +28%
HAS
55
HBW Advisory Services
California
$1.05M
SWP
56
Stratos Wealth Partners
Ohio
$982K +$35K +586 +4%
Goldman Sachs
57
Goldman Sachs
New York
$946K +$904K +15,114 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$915K +$45.2K +756 +5%
AG
59
Ascent Group
Virginia
$816K +$43.1K +721 +6%
LWL
60
Leo Wealth LLC
Texas
$794K
Citadel Advisors
61
Citadel Advisors
Florida
$775K +$740K +12,375 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$707K -$93.3K -1,561 -12%
KWM
63
Kingsview Wealth Management
Oregon
$681K +$308K +5,153 +90%
TA
64
TFB Advisors
Kansas
$622K +$612K +10,244 New
Mariner
65
Mariner
Kansas
$617K -$48.9K -818 -8%
LFG
66
Lockerman Financial Group
California
$576K -$9.21K -154 -2%
WF
67
Wayfinding Financial
Washington
$526K +$503K +8,410 New
AWA
68
ARQ Wealth Advisors
Arizona
$516K +$492K +8,237 New
LNC
69
Lincoln National Corp
Pennsylvania
$479K +$457K +7,647 New
VCM
70
Virtue Capital Management
Tennessee
$411K +$403K +6,739 New
Renaissance Technologies
71
Renaissance Technologies
New York
$401K +$383K +6,400 New
PG
72
Patten Group
Tennessee
$354K +$338K +5,647 New
GM
73
GeoWealth Management
Illinois
$353K +$337K +5,642 New
PTC
74
Private Trust Company
Ohio
$320K +$14.6K +245 +5%
BFG
75
Berger Financial Group
Minnesota
$300K

JIRE Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2024, worth a combined $5.16B — down 5.3% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JIRE positions and 7 closed out — a net gain of 31 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $856M.

  • 114 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $5.16B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 38 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2024 and 7 closed out, a net change of +31 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2024 was Fidelity Investments, an estimated $58.3M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2024.