JPMorgan International Research Enhanced Equity ETF
JIRE
68 hedge funds and large institutions have $4.5B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
6% more funds holding
Funds holding: 64 → 68 (+4)
1.01% less ownership
Funds ownership: 87.8% → 86.79% (-1%)
9% less capital invested
Capital invested by funds: $4.93B → $4.5B (-$427M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $16K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$25.3M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$15.6M |
| 3 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
+$13.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$13M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$223M |
| 2 |
AssetMark Inc
Concord,
California
|
-$44.8M |
| 3 |
Jane Street
New York
|
-$19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.6M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$5.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
76
ICA Group Wealth Management
Denver,
Colorado
| – | -$64.3K | -1,126 | Closed |
|
|
SSB
77
Sandy Spring Bank
Olney,
Maryland
| – | -$13.8K | -241 | Closed |
|
78
UBS Group
Zurich,
Switzerland
| – | -$5.37K | -94 | Closed |
|
JIRE Hedge Fund Activity: Q3 2023 in Review
68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2023, worth a combined $4.5B — down 8.7% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JIRE positions and 10 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Family Investment Center, opening a new position worth an estimated $25.3M. The largest seller was JP Morgan Chase, cutting an estimated $223M.
- 68 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2023, up from 64 in Q2 2023.
- Funds reported $4.5B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2023, down 8.7% quarter-over-quarter.
- 15 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2023 and 10 closed out, a net change of +5 holders.
- The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2023 was Family Investment Center, an estimated $25.3M added.
- The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2023 was JP Morgan Chase, an estimated $223M sold.
Based on aggregated 13F filings for Q3 2023.