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JPMorgan International Research Enhanced Equity ETF

123 hedge funds and large institutions have $5.48B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 17

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

8% more funds holding

Funds holding: 114123 (+9)

6% more capital invested

Capital invested by funds: $5.16B → $5.48B (+$325M)

0.66% less ownership

Funds ownership: 85.53%84.87% (-0.66%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
26
Increased
72
Reduced
17
Closed
15
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
$3.78B +$4.23M +67,608 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$566M +$44.6M +713,180 +9%
LPL Financial
3
LPL Financial
California
$143M +$23.8M +380,609 +20%
AssetMark Inc
4
AssetMark Inc
California
$114M +$14.2M +227,821 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$71.3M +$39.7M +635,246 +126%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$62M +$8.29M +132,624 +15%
PPW
7
Parcion Private Wealth
Washington
$55.8M +$55.7M +890,927 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$48.9M +$859K +13,747 +2%
BWL
9
Bogart Wealth LLC
Virginia
$45.4M +$2.21M +35,320 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.5M +$5.05M +80,801 +18%
GVAG
11
Great Valley Advisor Group
Delaware
$33.5M +$3.85M +61,566 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.6M +$1.53M +24,554 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$28.2M +$8.52M +136,355 +43%
FIC
14
Family Investment Center
Missouri
$27.7M -$101K -1,620 -0.4%
NPT
15
National Philanthropic Trust
Pennsylvania
$21.4M -$1.42M -22,795 -6%
LFAS
16
Level Four Advisory Services
Texas
$20.7M +$17.3M +277,182 +515%
LWL
17
Leo Wealth LLC
Texas
$20.3M +$19.5M +311,751 +2,450%
VC
18
Vestor Capital
Illinois
$19.6M -$109K -1,751 -0.6%
ERWM
19
Elk River Wealth Management
Colorado
$19.2M +$1.29M +20,624 +7%
CWA
20
Choice Wealth Advisors
Maine
$18.6M +$18.6M +297,421 New
WAAG
21
Wealth Alliance Advisory Group
Kansas
$16.6M +$252K +4,034 +2%
PCA
22
Pallas Capital Advisors
Massachusetts
$16.4M +$133K +2,126 +0.8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$16.4M +$813K +13,000 +5%
BMM
24
Buffington Mohr McNeal
Idaho
$16.3M +$619K +9,896 +4%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.7M +$1.35M +21,596 +9%

JIRE Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q2 2024, worth a combined $5.48B — up 6.3% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JIRE positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 17 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $55.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.73M sold.

  • 123 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $5.48B of JPMorgan International Research Enhanced Equity ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 26 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q2 2024 and 15 closed out, a net change of +11 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q2 2024 was Parcion Private Wealth, an estimated $55.7M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q2 2024 was Flow Traders U.S., an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2024.