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JPMorgan International Research Enhanced Equity ETF

153 hedge funds and large institutions have $6.13B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

123% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 30

24% more funds holding

Funds holding: 123153 (+30)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more capital invested

Capital invested by funds: $5.48B → $6.13B (+$648M)

6.17% more ownership

Funds ownership: 84.87%91.04% (+6.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
153
Holders Change
+30
Holders Change %
+24.39%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
67
Reduced
30
Closed
11
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.97B -$15.1M -235,259 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$804M +$200M +3,127,580 +35%
LPL Financial
3
LPL Financial
California
$183M +$31.5M +492,080 +22%
AssetMark Inc
4
AssetMark Inc
California
$104M -$16.3M -254,307 -14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$78.5M +$3.18M +49,694 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$74.4M +$8.67M +135,261 +14%
PPW
7
Parcion Private Wealth
Washington
$66.6M +$7.55M +117,790 +13%
BWL
8
Bogart Wealth LLC
Virginia
$48.8M +$955K +14,908 +2%
NEPPG
9
New England Professional Planning Group
Rhode Island
$47.8M +$46.4M +724,235 New
GVAG
10
Great Valley Advisor Group
Delaware
$43.7M +$8.17M +127,540 +24%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$39.4M -$11.7M -183,316 -23%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.8M +$3.36M +52,404 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$31.9M +$2.16M +33,706 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$29M -$1.11M -17,251 -4%
FIC
15
Family Investment Center
Missouri
$28.8M -$454K -7,082 -2%
LFAS
16
Level Four Advisory Services
Texas
$27.1M +$6.58M +102,677 +31%
FFBTD
17
First Financial Bank - Trust Division
Ohio
$24.8M +$24.1M +375,418 New
LWL
18
Leo Wealth LLC
Texas
$22.5M +$1,000K +15,603 +5%
NPT
19
National Philanthropic Trust
Pennsylvania
$21.9M -$646K -10,086 -3%
ERWM
20
Elk River Wealth Management
Colorado
$21.4M +$1.11M +17,319 +6%
VC
21
Vestor Capital
Illinois
$20.4M -$226K -3,530 -1%
CWA
22
Choice Wealth Advisors
Maine
$19.9M +$300K +4,684 +2%
PAG
23
Private Advisor Group
New Jersey
$18.6M +$13.1M +203,955 +265%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.4M +$1.81M +28,328 +11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$18M +$655K +10,220 +4%

JIRE Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2024, worth a combined $6.13B — up 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 11 closed out — a net gain of 33 holders — while 67 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $200M. The largest seller was AssetMark Inc, cutting an estimated $16.3M.

  • 153 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $6.13B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2024 and 11 closed out, a net change of +33 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2024 was Fidelity Investments, an estimated $200M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2024 was AssetMark Inc, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.