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JPMorgan International Research Enhanced Equity ETF

163 hedge funds and large institutions have $5.81B 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, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
33
Increased
90
Reduced
27
Closed
17
Calls
$6K
Puts
$53K
Net Calls
-$47K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Shares
Change %
WF
126
WoodTrust Financial
Wisconsin
$223K
HighTower Advisors
127
HighTower Advisors
Illinois
$220K +$220K +3,752 New
IA
128
IFG Advisory
Georgia
$220K +$220K +3,752 New
TIA
129
Tiemann Investment Advisors
California
$217K +$217K +3,715 New
Truist Financial
130
Truist Financial
North Carolina
$217K +$585 +10 +0.3%
SIC
131
Sterling Investment Counsel
New York
$207K -$5.21K -89 -2%
NCM
132
Northwest Capital Management
Oregon
$200K +$2.52K +43 +1%
WA
133
Whipplewood Advisors
Colorado
$189K +$189K +3,237 New
FFA
134
Farther Finance Advisors
California
$176K -$113K -1,926 -39%
Morgan Stanley
135
Morgan Stanley
New York
$110K +$10.1K +172 +10%
Franklin Resources
136
Franklin Resources
California
$83.2K -$8.95K -153 -10%
ATS
137
Ashton Thomas Securities
New York
$58.2K
HI
138
Harbour Investments
Wisconsin
$57.9K
HHGA
139
Halbert Hargrove Global Advisors
California
$47.7K +$47.7K +816 New
Wells Fargo
140
Wells Fargo
California
$31.9K +$29.4K +503 +1,198%
CIAS
141
Capital Investment Advisory Services
North Carolina
$31.7K
AWM
142
AE Wealth Management
Kansas
$29.4K +$29.4K +502 New
RFS
143
Richardson Financial Services
Massachusetts
$24.3K +$5.55K +95 +30%
AF
144
Allworth Financial
California
$23.8K +$9.88K +163 +71%
HNB
145
Huntington National Bank
Ohio
$19.8K -$22.4K
PSFG
146
Park Square Financial Group
Georgia
$19.7K +$19.7K +336 New
SPIA
147
Steward Partners Investment Advisory
New York
$17.2K
ADL
148
Asset Dedication LLC
California
$16.1K +$16.1K +275 New
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$14.6K +$14.6K +250 New
PS
150
Principal Securities
Iowa
$11.7K