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JPMorgan International Research Enhanced Equity ETF

123 hedge funds and large institutions have $5.48B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 17

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

8% more funds holding

Funds holding: 114123 (+9)

6% more capital invested

Capital invested by funds: $5.16B → $5.48B (+$325M)

0.66% less ownership

Funds ownership: 85.53%84.87% (-0.66%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
26
Increased
72
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$2.6M +$198K +3,161 +8%
LIG
52
Lokken Investment Group
Delaware
$2.08M +$29.6K +474 +1%
CAG
53
Csenge Advisory Group
Florida
$1.8M +$280K +4,480 +18%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$1.79M +$676K +10,814 +61%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.76M +$2M +32,000 New
SOS
56
Silver Oak Securities
Tennessee
$1.75M +$95.9K +1,534 +6%
BAM
57
Belpointe Asset Management
Nevada
$1.67M +$62.4K +998 +4%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.58M +$1.36M +21,741 +627%
VAS
59
Valicenti Advisory Services
New York
$1.52M +$1.51M +24,218 New
GPW
60
Gentry Private Wealth
Kansas
$1.43M +$1.43M +22,921 New
GGS
61
Galvin Gaustad & Stein
Arizona
$1.25M -$163K -2,607 -12%
CW
62
CreativeOne Wealth
Kansas
$1.21M -$5K -80 -0.4%
HAS
63
HBW Advisory Services
California
$1.19M +$62.1K +994 +6%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$64.1K -1,026 -5%
SWP
65
Stratos Wealth Partners
Ohio
$1.13M +$149K +2,383 +15%
NA
66
NewEdge Advisors
Louisiana
$992K +$990K +15,843 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$931K +$15.9K +255 +2%
AG
68
Ascent Group
Virginia
$916K +$101K +1,611 +12%
KWM
69
Kingsview Wealth Management
Oregon
$804K +$123K +1,969 +18%
EWA
70
Etesian Wealth Advisors
Oregon
$780K +$546K +8,728 +234%
TA
71
TFB Advisors
Kansas
$764K +$123K +1,966 +19%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$709K +$2.06K +33 +0.3%
LFG
73
Lockerman Financial Group
California
$704K +$128K +2,055 +22%
KAS
74
Kestra Advisory Services
Texas
$657K +$429K +6,857 +188%
WF
75
Wayfinding Financial
Washington
$525K -$750 -12 -0.1%

JIRE Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q2 2024, worth a combined $5.48B — up 6.3% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JIRE positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 17 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $55.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.73M sold.

  • 123 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $5.48B of JPMorgan International Research Enhanced Equity ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 26 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q2 2024 and 15 closed out, a net change of +11 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q2 2024 was Parcion Private Wealth, an estimated $55.7M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q2 2024 was Flow Traders U.S., an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2024.