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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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$14.6K +$15.6K +250 New
PS
152
Principal Securities
Iowa
$11.7K
ACA
153
Aptus Capital Advisors
Alabama
$9.42K +$1.62K +26 +19%
Comerica Bank
154
Comerica Bank
Texas
$5.97K
EW
155
Element Wealth
Mississippi
$5.72K +$187 +3 +3%
LFA
156
LGT Financial Advisors
Texas
$5.56K +$375 +6 +7%
UBS Group
157
UBS Group
Switzerland
$5.03K +$5.37K +86 New
TFGT
158
TS Financial Group (TSFG)
Illinois
$5K +$125 +2 +3%
RFA
159
Register Financial Advisors
Georgia
$4.27K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$3.39K +$312 +5 +9%
MCM
161
MAI Capital Management
Ohio
$3.34K +$3.56K +57 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$3.1K
SIS
163
Sound Income Strategies
Florida
$1.52K -$48.2K -772 -97%
WWP
164
WR Wealth Planners
Missouri
$1.35K
AWM
165
Avior Wealth Management
Nebraska
$760
ACM
166
Avalon Capital Management
California
-$5.04M -76,317 Closed
IAIM
167
International Assets Investment Management
Florida
-$976 -64,453 Closed
FTUS
168
Flow Traders U.S.
New York
-$3.9M -59,064 Closed
Prudential Financial
169
Prudential Financial
New Jersey
-$392K -5,941 Closed
SWP
170
Semus Wealth Partners
Florida
-$203K -3,081 Closed
HCM
171
Hollencrest Capital Management
California
-$42.5K -644 Closed
GA
172
GoalVest Advisory
New York
-$39.3K -595 Closed
CA
173
Continuum Advisory
Idaho
-$13.7K -224 Closed
HFM
174
Hartford Financial Management
Connecticut
-$9.38K -142 Closed
PWA
175
Provenance Wealth Advisors
Florida
-$7.46K -113 Closed

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.