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JPMorgan International Research Enhanced Equity ETF

267 hedge funds and large institutions have $8.28B invested in JPMorgan International Research Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

263% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 40

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

16% more funds holding

Funds holding: 230267 (+37)

14% more capital invested

Capital invested by funds: $7.25B → $8.28B (+$1.02B)

2.88% more ownership

Funds ownership: 94.5%97.38% (+2.9%)

Holders
267
Holders Change
+37
Holders Change %
+16.09%
% of All Funds
3.5%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
57
Increased
145
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
51
Badgley Phelps Wealth Managers
Washington
$20.1M +$684K +9,530 +4%
EC
52
EdgeRock Capital
Colorado
$19.7M +$5.89M +82,150 +44%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$19.5M +$1.38M +19,258 +8%
TWM
54
Tradition Wealth Management
Minnesota
$17.3M +$1.43M +19,960 +9%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$14.7M +$14.3M +199,897 New
LWL
56
Leo Wealth LLC
Texas
$14.3M -$6.94M -96,761 -33%
GC
57
Grimes & Company
Massachusetts
$13.9M +$3.9M +54,406 +40%
MWM
58
Mascoma Wealth Management
New Hampshire
$12.6M +$552K +7,690 +5%
PAS
59
Park Avenue Securities
New York
$12.2M +$5.48M +76,362 +86%
WIM
60
WealthPlan Investment Management
Nebraska
$11.4M +$8.69M +121,103 +360%
ACA
61
Aspire Capital Advisors
Washington
$10.2M +$352K +4,907 +4%
SWP
62
SIMA Wealth Partners
Virginia
$9.38M +$245K +3,415 +3%
SAM
63
Smithbridge Asset Management
Pennsylvania
$9.29M +$535K +7,466 +6%
BWIA
64
Bryant Woods Investment Advisors
New York
$8.45M +$920K +12,824 +13%
PFA
65
Providence Financial Advisors
Kansas
$8.17M +$7.97M +111,094 New
EH
66
Equitable Holdings
New York
$8.15M +$2.93M +40,913 +59%
MWA
67
MN Wealth Advisors
Kansas
$7.95M +$230K +3,211 +3%
KWM
68
Kingsview Wealth Management
Oregon
$7.92M +$2.19M +30,573 +40%
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$7.75M +$141K +1,965 +2%
GCA
70
Greenwood Capital Associates
South Carolina
$7.34M +$1.23M +17,188 +21%
FWM
71
ForthRight Wealth Management
Georgia
$6.88M +$1.05M +14,663 +19%
CWA
72
Centerline Wealth Advisors
Kentucky
$6.82M +$3.56M +49,577 +115%
EWA
73
Etesian Wealth Advisors
Oregon
$6.62M +$831K +11,590 +15%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$6.37M -$4.8M -66,960 -44%
UW
75
Unique Wealth
Florida
$6.35M +$1.06M +14,768 +21%