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JPMorgan International Research Enhanced Equity ETF

163 hedge funds and large institutions have $5.81B 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, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
33
Increased
90
Reduced
27
Closed
17
Calls
$6K
Puts
$53K
Net Calls
-$47K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$4.2M +$636K +10,878 +18%
IWC
52
Integrated Wealth Concepts
Massachusetts
$4.12M +$116K +1,984 +3%
BAM
53
Bellevue Asset Management
Washington
$4.01M +$70.7K +1,209 +2%
Bank of America
54
Bank of America
North Carolina
$3.88M +$3.84M +65,546 +7,850%
WMA
55
West Michigan Advisors
Michigan
$3.55M -$53.2K -910 -1%
EWA
56
Etesian Wealth Advisors
Oregon
$3.3M +$1.15M +19,714 +54%
BWIA
57
Bryant Woods Investment Advisors
New York
$3.07M +$470K +8,025 +18%
AWA
58
ARQ Wealth Advisors
Arizona
$2.93M -$745K -12,728 -20%
GC
59
Grimes & Company
Massachusetts
$2.81M +$2.55M +43,608 +985%
FF
60
Francis Financial
$2.57M +$2.57M +43,980 New
GCA
61
Greenwood Capital Associates
South Carolina
$2.57M +$2.57M +43,906 New
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$2.5M +$405K +6,917 +19%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$2.35M -$181K -3,087 -7%
SOS
64
Silver Oak Securities
Tennessee
$2.19M +$8.77K +150 +0.4%
LIG
65
Lokken Investment Group
Delaware
$2.03M +$25.6K +437 +1%
CFD
66
Creative Financial Designs
Indiana
$2.02M -$10.6M -181,069 -84%
KPWS
67
Kestra Private Wealth Services
Texas
$1.88M +$1.7M +29,039 +956%
PWM
68
Purus Wealth Management
California
$1.7M +$1.7M +28,973 New
GGS
69
Galvin Gaustad & Stein
Arizona
$1.68M +$536K +9,168 +47%
VAS
70
Valicenti Advisory Services
New York
$1.61M +$167K +2,854 +12%
KWM
71
Kingsview Wealth Management
Oregon
$1.54M +$657K +11,232 +75%
SIAS
72
Summit Investment Advisory Services
Minnesota
$1.52M +$65.4K +1,117 +4%
BAM
73
Belpointe Asset Management
Nevada
$1.51M +$2.46K +42 +0.2%
CW
74
CreativeOne Wealth
Kansas
$1.43M +$108K +1,849 +8%
GS
75
GTS Securities
New York
$1.42M +$1.42M +24,279 New