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JPMorgan International Research Enhanced Equity ETF

114 hedge funds and large institutions have $5.16B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more funds holding

Funds holding: 83114 (+31)

2.05% less ownership

Funds ownership: 87.58%85.53% (-2.1%)

5% less capital invested

Capital invested by funds: $5.44B → $5.16B (-$286M)

Holders
114
Holders Change
+31
Holders Change %
+37.35%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
49
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$290K +$21.8K +365 +9%
SFS
77
Security Financial Services
Indiana
$286K +$273K +4,567 New
GIM
78
Goelzer Investment Management
Indiana
$272K
SRWM
79
Shira Ridge Wealth Management
California
$263K +$9.21K +154 +4%
NL
80
NWAM LLC
Washington
$241K +$230K +3,842 New
NCM
81
Northwest Capital Management
Oregon
$235K +$2.27K +38 +1%
EWA
82
Etesian Wealth Advisors
Oregon
$234K +$223K +3,737 New
HF
83
HRT Financial
New York
$233K +$223K +3,724 New
KAS
84
Kestra Advisory Services
Texas
$228K +$218K +3,639 New
IA
85
IFP Advisors
Florida
$226K +$142K +2,370 +191%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$225K +$209K +3,494 +3,494%
EFS
87
Essex Financial Services
Connecticut
$218K +$208K +3,487 New
SIC
88
Sterling Investment Counsel
New York
$218K +$208K +3,480 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$217K +$182K +3,045 +722%
BCI
90
Brinker Capital Investments
Pennsylvania
$214K -$825K -13,793 -80%
OPS
91
Orion Portfolio Solutions
Nebraska
$214K -$825K -13,793 -80%
BWIA
92
Bryant Woods Investment Advisors
New York
$206K +$196K +3,283 New
GRP
93
Global Retirement Partners
California
$204K +$27.8K +465 +17%
RJA
94
Raymond James & Associates
Florida
$203K +$194K +3,244 New
WIC
95
Woodmont Investment Counsel
Tennessee
$181K +$172K +2,883 New
FFA
96
Farther Finance Advisors
California
$162K +$155K +2,599 New
IGWM
97
ICA Group Wealth Management
Colorado
$127K +$16.4K +274 +16%
Morgan Stanley
98
Morgan Stanley
New York
$75.4K -$133K -2,223 -65%
KFS
99
Kelly Financial Services
Massachusetts
$74.5K
Wells Fargo
100
Wells Fargo
California
$55.3K +$28.3K +474 +116%

JIRE Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2024, worth a combined $5.16B — down 5.3% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JIRE positions and 7 closed out — a net gain of 31 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $856M.

  • 114 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $5.16B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 38 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2024 and 7 closed out, a net change of +31 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2024 was Fidelity Investments, an estimated $58.3M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2024.