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JPMorgan International Research Enhanced Equity ETF

165 hedge funds and large institutions have $5.83B 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, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 29

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

8% more funds holding

Funds holding: 153165 (+12)

5% less capital invested

Capital invested by funds: $6.13B → $5.83B (-$299M)

5.37% less ownership

Funds ownership: 91.04%85.67% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

89% less call options, than puts

Call options by funds: $6K | Put options by funds: $53K

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
2.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
33
Increased
90
Reduced
29
Closed
17
Calls
$6K
Puts
$53K
Net Calls
-$47K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$4.61M -$2.38M -38,070 -33%
MWA
52
MN Wealth Advisors
Kansas
$4.39M +$431K +6,908 +10%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$4.2M +$679K +10,878 +18%
IWC
54
Integrated Wealth Concepts
Massachusetts
$4.12M +$124K +1,984 +3%
BAM
55
Bellevue Asset Management
Washington
$4.01M +$75.5K +1,209 +2%
Bank of America
56
Bank of America
North Carolina
$3.88M +$4.09M +65,546 +7,850%
WMA
57
West Michigan Advisors
Michigan
$3.55M -$56.8K -910 -1%
EWA
58
Etesian Wealth Advisors
Oregon
$3.3M +$1.23M +19,714 +54%
BWIA
59
Bryant Woods Investment Advisors
New York
$3.07M +$501K +8,025 +18%
AWA
60
ARQ Wealth Advisors
Arizona
$2.93M -$795K -12,728 -20%
GC
61
Grimes & Company
Massachusetts
$2.81M +$2.72M +43,608 +985%
FF
62
Francis Financial
$2.57M +$2.75M +43,980 New
GCA
63
Greenwood Capital Associates
South Carolina
$2.57M +$2.74M +43,906 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$2.5M +$432K +6,917 +19%
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$2.35M -$193K -3,087 -7%
SOS
66
Silver Oak Securities
Tennessee
$2.19M +$9.37K +150 +0.4%
LIG
67
Lokken Investment Group
Delaware
$2.03M +$27.3K +437 +1%
CFD
68
Creative Financial Designs
Indiana
$2.02M -$11.3M -181,069 -84%
KPWS
69
Kestra Private Wealth Services
Texas
$1.88M +$1.81M +29,039 +956%
PWM
70
Purus Wealth Management
California
$1.7M +$1.81M +28,973 New
GGS
71
Galvin Gaustad & Stein
Arizona
$1.68M +$573K +9,168 +47%
VAS
72
Valicenti Advisory Services
New York
$1.61M +$178K +2,854 +12%
KWM
73
Kingsview Wealth Management
Oregon
$1.54M +$702K +11,232 +75%
SIAS
74
Summit Investment Advisory Services
Minnesota
$1.52M +$69.8K +1,117 +4%
BAM
75
Belpointe Asset Management
Nevada
$1.51M +$2.62K +42 +0.2%

JIRE Hedge Fund Activity: Q4 2024 in Review

165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2024, worth a combined $5.83B — down 4.9% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JIRE positions and 17 closed out — a net gain of 16 holders — while 90 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $327M. The largest seller was Fidelity Investments, cutting an estimated $63.3M.

  • 165 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $5.83B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 33 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2024 and 17 closed out, a net change of +16 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $327M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.