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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
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$543K +$256K +4,105 +79%
MWM
102
Meridian Wealth Management
Kentucky
$490K -$14.2K -227 -3%
CFGS
103
Concourse Financial Group Securities
Alabama
$427K +$64.3K +1,029 +17%
BFG
104
Berger Financial Group
Minnesota
$382K +$8.99K +144 +2%
WIA
105
World Investment Advisors
California
$371K +$50.2K +804 +15%
MAG
106
Mayfair Advisory Group
Alabama
$351K +$32.6K +522 +10%
NW
107
NewEdge Wealth
Pennsylvania
$321K +$342K +5,483 New
PTC
108
Private Trust Company
Ohio
$312K +$3.56K +57 +1%
Citadel Advisors
109
Citadel Advisors
Florida
$310K +$105K +1,679 +46%
IA
110
IFP Advisors
Florida
$306K +$23.2K +371 +8%
Mariner
111
Mariner
Kansas
$305K -$22.1K -354 -6%
WWM
112
Western Wealth Management
Colorado
$303K +$323K +5,174 New
PG
113
Patten Group
Tennessee
$303K -$5.68K -91 -2%
SA
114
Sovran Advisors
California
$297K +$318K +5,095 New
SG
115
StoneX Group
New York
$287K +$37.4K +599 +14%
GM
116
GeoWealth Management
Illinois
$274K -$28K -449 -9%
TGAM
117
TBH Global Asset Management
Tennessee
$269K -$1.66M -26,551 -87%
FWP
118
Firethorn Wealth Partners
Georgia
$257K +$10.8K +173 +4%
EFS
119
Essex Financial Services
Connecticut
$255K +$272K +4,352 New
GIM
120
Goelzer Investment Management
Indiana
$254K
GSWM
121
Golden State Wealth Management
California
$252K +$269K +4,303 New
NL
122
NWAM LLC
Washington
$250K +$1.19K +19 +0.4%
GRP
123
Global Retirement Partners
California
$244K -$13.1K -210 -5%
AF
124
Advisornet Financial
Minnesota
$236K +$252K +4,030 New
GWP
125
Gateway Wealth Partners
Wisconsin
$235K +$58.6K +939 +31%

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.