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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
CIAS
101
Capital Investment Advisory Services
North Carolina
$33.9K
FAM
102
Family Asset Management
South Carolina
$25K +$23.9K +400 New
AF
103
Allworth Financial
California
$24K +$11.8K +198 +106%
RFS
104
Richardson Financial Services
Massachusetts
$18.5K +$837 +14 +5%
SPIA
105
Steward Partners Investment Advisory
New York
$18.4K
Bank of America
106
Bank of America
North Carolina
$17K -$11.1M -185,220 -100%
PS
107
Principal Securities
Iowa
$12.5K -$5.44K -91 -31%
Comerica Bank
108
Comerica Bank
Texas
$6.76K
LFA
109
LGT Financial Advisors
Texas
$5.32K +$5.08K +85 New
SIC
110
Salem Investment Counselors
North Carolina
$4.32K +$4.13K +69 New
PCMC
111
Planning Capital Management Corporation
Pennsylvania
$3.86K +$3.71K +62 New
CFFP
112
Center for Financial Planning
Michigan
$1.75K +$1.67K +28 New
UBS Group
113
UBS Group
Switzerland
$814 -$45.1K -754 -98%
AWM
114
Avior Wealth Management
Nebraska
$814
GI
115
Gradient Investments
Minnesota
$9
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
-$8.64M -147,846 Closed
OMC
117
Old Mission Capital
Illinois
-$687K -11,752 Closed
ASN
118
Advisory Services Network
Georgia
-$46.5K -795 Closed
TRCT
119
Tower Research Capital (TRC)
New York
-$27.6K -473 Closed
SMA
120
Sage Mountain Advisors
Georgia
-$24.7K -423 Closed
GIA
121
GHP Investment Advisors
Colorado
-$5.67K -97 Closed
CFD
122
Creative Financial Designs
Indiana
-$4.01K -69 Closed

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.