We are live on ! Find out more
JIRE icon

JPMorgan International Research Enhanced Equity ETF

153 hedge funds and large institutions have $6.13B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

123% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 30

24% more funds holding

Funds holding: 123153 (+30)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more capital invested

Capital invested by funds: $5.48B → $6.13B (+$648M)

6.17% more ownership

Funds ownership: 84.87%91.04% (+6.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
153
Holders Change
+30
Holders Change %
+24.39%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
67
Reduced
30
Closed
11
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$312K +$6.34K +99 +2%
GC
102
Grimes & Company
Massachusetts
$292K +$284K +4,427 New
GRP
103
Global Retirement Partners
California
$289K -$20K -312 -7%
GIM
104
Goelzer Investment Management
Indiana
$287K
SG
105
StoneX Group
New York
$285K +$276K +4,311 New
NL
106
NWAM LLC
Washington
$280K +$272K +4,247 New
FWP
107
Firethorn Wealth Partners
Georgia
$279K +$271K +4,227 New
WF
108
WoodTrust Financial
Wisconsin
$252K +$244K +3,815 New
SRWM
109
Shira Ridge Wealth Management
California
$249K -$71.3K -1,113 -23%
Truist Financial
110
Truist Financial
North Carolina
$245K +$237K +3,703 New
ICMM
111
Integrated Capital Management (Michigan)
Michigan
$241K +$234K +3,652 New
Citadel Advisors
112
Citadel Advisors
Florida
$239K +$232K +3,622 New
SIC
113
Sterling Investment Counsel
New York
$239K -$25.8K -402 -10%
NCM
114
Northwest Capital Management
Oregon
$223K +$2.56K +40 +1%
SWP
115
Semus Wealth Partners
Florida
$203K +$197K +3,081 New
GWP
116
Gateway Wealth Partners
Wisconsin
$203K -$171K -2,663 -46%
KPWS
117
Kestra Private Wealth Services
Texas
$200K +$195K +3,036 New
Morgan Stanley
118
Morgan Stanley
New York
$113K +$30.9K +482 +39%
Franklin Resources
119
Franklin Resources
California
$103K -$1.67K -26 -2%
ATS
120
Ashton Thomas Securities
New York
$65.7K
HI
121
Harbour Investments
Wisconsin
$65.3K +$63.4K +989 New
Bank of America
122
Bank of America
North Carolina
$55.1K -$72.4K -1,130 -58%
SIS
123
Sound Income Strategies
Florida
$52.7K +$49.5K +772 +2,969%
HCM
124
Hollencrest Capital Management
California
$42.5K +$41.3K +644 New
GA
125
GoalVest Advisory
New York
$39.3K +$38.1K +595 New

JIRE Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2024, worth a combined $6.13B — up 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 11 closed out — a net gain of 33 holders — while 67 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $200M. The largest seller was AssetMark Inc, cutting an estimated $16.3M.

  • 153 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $6.13B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2024 and 11 closed out, a net change of +33 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2024 was Fidelity Investments, an estimated $200M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2024 was AssetMark Inc, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.