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JPMorgan International Research Enhanced Equity ETF

114 hedge funds and large institutions have $5.16B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more funds holding

Funds holding: 83114 (+31)

2.05% less ownership

Funds ownership: 87.58%85.53% (-2.1%)

5% less capital invested

Capital invested by funds: $5.44B → $5.16B (-$286M)

Holders
114
Holders Change
+31
Holders Change %
+37.35%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
49
Reduced
18
Closed
7
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
$3.77B -$856M -14,313,212 -19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$522M +$58.3M +974,603 +13%
LPL Financial
3
LPL Financial
California
$119M +$17.2M +287,122 +18%
AssetMark Inc
4
AssetMark Inc
California
$99.9M -$584K -9,762 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$53.8M +$7.63M +127,637 +17%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$48M +$15.3M +256,358 +50%
BWL
7
Bogart Wealth LLC
Virginia
$43.2M +$789K +13,197 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$31.6M +$15.5M +259,289 +106%
GVAG
9
Great Valley Advisor Group
Delaware
$29.6M +$7.99M +133,608 +39%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.4M +$3.09M +51,651 +13%
FIC
11
Family Investment Center
Missouri
$27.8M -$2.15M -35,945 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$27M -$1.52M -25,485 -6%
NPT
13
National Philanthropic Trust
Pennsylvania
$22.8M -$3.9M -65,198 -15%
VC
14
Vestor Capital
Illinois
$19.7M +$18.8M +314,741 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$19.6M +$13.6M +226,656 +261%
ERWM
16
Elk River Wealth Management
Colorado
$17.9M +$17.1M +286,041 New
WAAG
17
Wealth Alliance Advisory Group
Kansas
$16.4M +$602K +10,075 +4%
PCA
18
Pallas Capital Advisors
Massachusetts
$16M +$603K +10,084 +4%
BMM
19
Buffington Mohr McNeal
Idaho
$15.7M +$1.39M +23,228 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.6M +$1.46M +24,499 +11%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.4M +$4.29M +71,768 +46%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$14M +$4.87M +81,402 +57%
CAN
23
Cetera Advisor Networks
California
$12.8M +$2.46M +41,136 +25%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$12.4M +$11.8M +197,380 New
RPSA
25
Richard P. Slaughter Associates
Texas
$11.9M +$4.29M +71,757 +61%

JIRE Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2024, worth a combined $5.16B — down 5.3% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JIRE positions and 7 closed out — a net gain of 31 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $856M.

  • 114 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $5.16B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 38 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2024 and 7 closed out, a net change of +31 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2024 was Fidelity Investments, an estimated $58.3M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2024.