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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
CW
76
CreativeOne Wealth
Kansas
$1.43M +$115K +1,849 +8%
GS
77
GTS Securities
New York
$1.42M +$1.52M +24,279 New
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$1.41M +$23.5K +376 +2%
CAG
79
Csenge Advisory Group
Florida
$1.39M +$12.7K +204 +0.9%
NA
80
NewEdge Advisors
Louisiana
$1.24M +$3.25K +52 +0.2%
IFPG
81
Intrepid Financial Planning Group
Indiana
$1.19M +$25.9K +415 +2%
EH
82
Equitable Holdings
New York
$1.09M +$1.17M +18,698 New
BOC
83
Blue Oak Capital
California
$1.07M +$1.15M +18,365 New
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$1.07M +$41.5K +664 +4%
FCG
85
Financial Connections Group
California
$930K +$518K +8,291 +109%
TA
86
TFB Advisors
Kansas
$926K +$128K +2,054 +15%
GPW
87
Gentry Private Wealth
Kansas
$880K -$117K -1,868 -11%
HAS
88
HBW Advisory Services
California
$877K +$2.62K +42 +0.3%
KAS
89
Kestra Advisory Services
Texas
$868K +$28.1K +450 +3%
BFS
90
BridgePort Financial Solutions
Iowa
$816K +$802K +12,840 New
AG
91
Ascent Group
Virginia
$725K -$18.6K -298 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$705K +$57.2K +916 +8%
LFG
93
Lockerman Financial Group
California
$682K +$1.06K +17 +0.1%
IP
94
Integras Partners
Georgia
$673K +$718K +11,495 New
GWM
95
Geneos Wealth Management
Colorado
$660K +$705K +11,280 New
SA
96
Sanctuary Advisors
Indiana
$641K +$123K +1,968 +23%
AWS
97
Atria Wealth Solutions
New York
$641K +$388K +6,219 +132%
WF
98
Wayfinding Financial
Washington
$580K +$619K +9,915 New
CCA
99
Conservest Capital Advisors
Pennsylvania
$580K +$619K +9,912 New
LSPW
100
Lake Street Private Wealth
Illinois
$579K +$124K +1,991 +25%

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.