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JPMorgan International Research Enhanced Equity ETF

64 hedge funds and large institutions have $4.93B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 5864 (+6)

2% more capital invested

Capital invested by funds: $4.83B → $4.93B (+$100M)

0.73% more ownership

Funds ownership: 87.07%87.8% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
20
Reduced
25
Closed
5
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
$4.44B +$12.5M +222,382 +0.3%
AssetMark Inc
2
AssetMark Inc
California
$142M -$17.2M -304,449 -11%
LPL Financial
3
LPL Financial
California
$56.4M -$6.49M -115,191 -10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.4M +$921K +16,347 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.8M +$255K +4,523 +0.7%
BWL
6
Bogart Wealth LLC
Virginia
$30.6M +$30.2M +535,301 New
Osaic Holdings
7
Osaic Holdings
Arizona
$22.6M -$261K -4,627 -1%
Jane Street
8
Jane Street
New York
$22.1M -$160M -2,842,776 -88%
PAG
9
Private Advisor Group
New Jersey
$13.7M +$2.46M +43,638 +22%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$13.6M +$310K +5,496 +2%
PCA
11
Pallas Capital Advisors
Massachusetts
$13.3M +$938K +16,646 +8%
BMM
12
Buffington Mohr McNeal
Idaho
$11.8M +$11.7M +207,200 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.5M -$3.87M -68,671 -25%
PAS
14
Park Avenue Securities
New York
$7.91M -$237K -4,206 -3%
CAN
15
Cetera Advisor Networks
California
$7.32M +$5.37M +95,227 +290%
FHA
16
First Horizon Advisors
Tennessee
$7.11M +$7.02M +124,478 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.65M +$6.56M +116,470 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$6.5M +$6.34M +112,498 +9,510%
OMC
19
Old Mission Capital
Illinois
$5.85M +$5.34M +94,811 +1,247%
FTUS
20
Flow Traders U.S.
New York
$5.51M -$20.7M -366,414 -79%
LFAS
21
Level Four Advisory Services
Texas
$3.15M +$3.11M +55,208 New
MML Investors Services
22
MML Investors Services
Massachusetts
$2.96M +$1.24M +22,047 +74%
CAG
23
Csenge Advisory Group
Florida
$2.08M -$215K -3,822 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.93M +$68.4K +1,214 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.75M -$594K -10,533 -26%

JIRE Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q2 2023, worth a combined $4.93B — up 2.1% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JIRE positions and 5 closed out — a net gain of 9 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $30.2M. The largest seller was Jane Street, cutting an estimated $160M.

  • 64 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $4.93B of JPMorgan International Research Enhanced Equity ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q2 2023 and 5 closed out, a net change of +9 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q2 2023 was Bogart Wealth LLC, an estimated $30.2M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q2 2023 was Jane Street, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2023.