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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
SRWM
126
Shira Ridge Wealth Management
California
$230K +$10.4K +166 +4%
ICMM
127
Integrated Capital Management (Michigan)
Michigan
$224K +$11.1K +178 +5%
WF
128
WoodTrust Financial
Wisconsin
$223K
HighTower Advisors
129
HighTower Advisors
Illinois
$220K +$234K +3,752 New
IA
130
IFG Advisory
Georgia
$220K +$234K +3,752 New
TIA
131
Tiemann Investment Advisors
California
$217K +$232K +3,715 New
Truist Financial
132
Truist Financial
North Carolina
$217K +$625 +10 +0.3%
SIC
133
Sterling Investment Counsel
New York
$207K -$5.56K -89 -2%
NCM
134
Northwest Capital Management
Oregon
$200K +$2.69K +43 +1%
WA
135
Whipplewood Advisors
Colorado
$189K +$202K +3,237 New
FFA
136
Farther Finance Advisors
California
$176K -$120K -1,926 -39%
Morgan Stanley
137
Morgan Stanley
New York
$110K +$10.7K +172 +10%
Franklin Resources
138
Franklin Resources
California
$83.2K -$9.56K -153 -10%
ATS
139
Ashton Thomas Securities
New York
$58.2K
HI
140
Harbour Investments
Wisconsin
$57.9K
HHGA
141
Halbert Hargrove Global Advisors
California
$47.7K +$51K +816 New
Wells Fargo
142
Wells Fargo
California
$31.9K +$31.4K +503 +1,198%
CIAS
143
Capital Investment Advisory Services
North Carolina
$31.7K
AWM
144
AE Wealth Management
Kansas
$29.4K +$31.4K +502 New
RFS
145
Richardson Financial Services
Massachusetts
$24.3K +$5.93K +95 +30%
AF
146
Allworth Financial
California
$23.8K +$10.2K +163 +71%
HNB
147
Huntington National Bank
Ohio
$19.8K
PSFG
148
Park Square Financial Group
Georgia
$19.7K +$21K +336 New
SPIA
149
Steward Partners Investment Advisory
New York
$17.2K
ADL
150
Asset Dedication LLC
California
$16.1K +$17.2K +275 New

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.