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JPMorgan International Research Enhanced Equity ETF

192 hedge funds and large institutions have $6.22B invested in JPMorgan International Research Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

16% more funds holding

Funds holding: 165192 (+27)

9.01% more ownership

Funds ownership: 85.67%94.68% (+9%)

7% more capital invested

Capital invested by funds: $5.83B → $6.22B (+$389M)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
2.57%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
44
Increased
79
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
First Horizon Advisors
Tennessee
$9.19M +$231K +3,680 +3%
MML Investors Services
52
MML Investors Services
Massachusetts
$8.77M +$440K +7,019 +5%
ACA
53
Aspire Capital Advisors
Washington
$8.54M +$1.59M +25,359 +23%
SWP
54
SIMA Wealth Partners
Virginia
$7.96M +$593K +9,462 +8%
EC
55
EdgeRock Capital
Colorado
$7.64M +$7.51M +119,934 New
SAM
56
Smithbridge Asset Management
Pennsylvania
$7.32M +$7.2M +114,933 New
WWMSC
57
Wagner Wealth Management (South Carolina)
South Carolina
$6.4M +$357K +5,694 +6%
GC
58
Grimes & Company
Massachusetts
$6.24M +$3.12M +49,833 +104%
MWA
59
MN Wealth Advisors
Kansas
$5.64M +$849K +13,554 +18%
PAS
60
Park Avenue Securities
New York
$5.41M +$165K +2,630 +3%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$5.26M +$2.66M +42,451 +106%
UW
62
Unique Wealth
Florida
$4.58M +$4.51M +71,953 New
BWIA
63
Bryant Woods Investment Advisors
New York
$4.41M +$1.05M +16,763 +32%
WMA
64
West Michigan Advisors
Michigan
$4.1M +$226K +3,612 +6%
EWA
65
Etesian Wealth Advisors
Oregon
$3.97M +$378K +6,041 +11%
GSIAS
66
Garden State Investment Advisory Services
New Jersey
$3.97M -$1.03M -16,488 -21%
BAM
67
Bellevue Asset Management
Washington
$3.92M -$436K -6,967 -10%
GCA
68
Greenwood Capital Associates
South Carolina
$3.83M +$1.02M +16,228 +37%
AWA
69
ARQ Wealth Advisors
Arizona
$3.51M +$316K +5,041 +10%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$3.47M -$1.09M -17,320 -24%
IWC
71
Integrated Wealth Concepts
Massachusetts
$3.46M -$1.01M -16,132 -23%
KFS
72
Kaizen Financial Strategies
California
$3.37M +$3.31M +52,848 New
GWM
73
Geneos Wealth Management
Colorado
$3.34M +$2.57M +41,066 +364%
FCG
74
Financial Connections Group
California
$3.16M +$2.11M +33,743 +212%
Bank of America
75
Bank of America
North Carolina
$2.81M -$1.39M -22,204 -33%

JIRE Hedge Fund Activity: Q1 2025 in Review

192 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2025, worth a combined $6.22B — up 6.7% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 15 closed out — a net gain of 29 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $526M.

  • 192 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2025, up from 165 in Q4 2024.
  • Funds reported $6.22B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2025 and 15 closed out, a net change of +29 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $109M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2025 was Fidelity Investments, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2025.