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
CIAS
126
Capital Investment Advisory Services
North Carolina
$35.8K
FAM
127
Family Asset Management
South Carolina
$28.8K +$1.54K +24 +6%
HNB
128
Huntington National Bank
Ohio
$22.4K
RFS
129
Richardson Financial Services
Massachusetts
$20K
SPIA
130
Steward Partners Investment Advisory
New York
$19.4K
AF
131
Allworth Financial
California
$15.1K +$1.99K +31 +16%
CA
132
Continuum Advisory
Idaho
$13.7K +$14.4K +224 New
PS
133
Principal Securities
Iowa
$13.2K
HFM
134
Hartford Financial Management
Connecticut
$9.38K +$9.1K +142 New
ACA
135
Aptus Capital Advisors
Alabama
$8.91K +$8.65K +135 New
PWA
136
Provenance Wealth Advisors
Florida
$7.46K +$7.24K +113 New
Comerica Bank
137
Comerica Bank
Texas
$6.74K -$4.16K -65 -39%
EW
138
Element Wealth
Mississippi
$6.27K +$6.09K +95 New
LFA
139
LGT Financial Advisors
Texas
$5.88K
TFGT
140
TS Financial Group (TSFG)
Illinois
$5K +$4.87K +76 New
RFA
141
Register Financial Advisors
Georgia
$4.82K +$4.68K +73 New
SIC
142
Salem Investment Counselors
North Carolina
$4.56K
PB
143
Pinnacle Bancorp
Nebraska
$3.96K +$3.84K +60 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$3.51K -$2.05M -31,947 -100%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$3.5K +$2.95K +46 +657%
DJSG
146
D.J. St. Germain
Massachusetts
$2.97K
Wells Fargo
147
Wells Fargo
California
$2.77K -$148K -2,312 -98%
CTC
148
Central Trust Company
Missouri
$2.18K +$2.11K +33 New
MAM
149
Morse Asset Management
Connecticut
$1.65K +$1.6K +25 New
WWP
150
WR Wealth Planners
Missouri
$1.52K +$1.47K +23 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.