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JPMorgan International Research Enhanced Equity ETF

45 hedge funds and large institutions have $4.03B invested in JPMorgan International Research Enhanced Equity ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7% more funds holding

Funds holding: 4245 (+3)

0.47% less ownership

Funds ownership: 85.22%84.76% (-0.47%)

9% less capital invested

Capital invested by funds: $4.43B → $4.03B (-$399M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
21
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.75B +$6.37M +131,252 +0.2%
AssetMark Inc
2
AssetMark Inc
California
$135M +$17.6M +362,976 +13%
LPL Financial
3
LPL Financial
California
$46.8M -$1.21M -24,994 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M +$4.81M +99,256 +18%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.9M +$2.72M +56,136 +17%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.7M -$459K -9,461 -3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$9.44M +$10.5M +216,719 New
PCA
8
Pallas Capital Advisors
Massachusetts
$7.91M +$8.4M +173,159 New
PAS
9
Park Avenue Securities
New York
$5.73M +$749K +15,440 +13%
CAG
10
Csenge Advisory Group
Florida
$1.94M +$302K +6,230 +16%
Jane Street
11
Jane Street
New York
$1.79M +$1.58M +32,669 +392%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.71M +$1.91M +39,351 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.64M +$353K +7,276 +24%
AG
14
Ascent Group
Virginia
$1.4M +$130K +2,690 +10%
SWP
15
Stratos Wealth Partners
Ohio
$1.24M +$252K +5,200 +22%
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$923K -$4.91M -101,184 -83%
LFG
17
Lockerman Financial Group
California
$800K +$81.2K +1,675 +10%
SOS
18
Silver Oak Securities
Tennessee
$683K +$610K +12,570 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$667K +$17.8K +366 +2%
CA
20
Continuum Advisory
Idaho
$529K +$273K +5,626 +86%
KAS
21
Kestra Advisory Services
Texas
$459K +$15.6K +322 +3%
HF
22
HRT Financial
New York
$447K +$499K +10,284 New
SIC
23
Sterling Investment Counsel
New York
$335K +$40K +824 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$324K +$61.5K +1,269 +21%
CAAS
25
Capital Asset Advisory Services
Michigan
$237K +$34.2K +706 +15%

JIRE Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2022, worth a combined $4.03B — down 9% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JIRE positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.59M sold.

  • 45 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $4.03B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2022, down 9% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2022 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2022 was AssetMark Inc, an estimated $17.6M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2022 was Citadel Advisors, an estimated $8.59M sold.

Based on aggregated 13F filings for Q3 2022.