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JPMorgan International Research Enhanced Equity ETF

165 hedge funds and large institutions have $5.83B invested in JPMorgan International Research Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 29

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

8% more funds holding

Funds holding: 153165 (+12)

5% less capital invested

Capital invested by funds: $6.13B → $5.83B (-$299M)

5.37% less ownership

Funds ownership: 91.04%85.67% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

89% less call options, than puts

Call options by funds: $6K | Put options by funds: $53K

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
2.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
33
Increased
90
Reduced
29
Closed
17
Calls
$6K
Puts
$53K
Net Calls
-$47K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.82B +$327M +5,229,621 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$653M -$63.3M -1,013,801 -8%
LPL Financial
3
LPL Financial
California
$179M +$17.9M +286,648 +10%
AssetMark Inc
4
AssetMark Inc
California
$92.8M +$1.05M +16,797 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$72.6M +$7.19M +115,168 +10%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$64M -$6M -96,049 -8%
BWL
7
Bogart Wealth LLC
Virginia
$47.9M +$4.91M +78,668 +11%
NEPPG
8
New England Professional Planning Group
Rhode Island
$43.2M +$890K +14,250 +2%
GVAG
9
Great Valley Advisor Group
Delaware
$43M +$4.54M +72,724 +11%
HFS
10
Hughes Financial Services
Virginia
$41M +$43.8M +700,765 New
PPW
11
Parcion Private Wealth
Washington
$37.2M -$23.3M -373,203 -37%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$36.2M +$2.01M +32,228 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$35.8M +$881K +14,107 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$31.8M +$3.77M +60,307 +12%
Osaic Holdings
15
Osaic Holdings
Arizona
$31M +$5.64M +90,221 +21%
FIC
16
Family Investment Center
Missouri
$25.2M -$296K -4,744 -1%
LFAS
17
Level Four Advisory Services
Texas
$23.4M -$2.08M -33,380 -8%
FFBTD
18
First Financial Bank - Trust Division
Ohio
$22.7M +$753K +12,050 +3%
Lido Advisors
19
Lido Advisors
California
$22M +$23.5M +375,521 New
Jane Street
20
Jane Street
New York
$21.3M +$21M +336,479 +1,196%
ERWM
21
Elk River Wealth Management
Colorado
$20.1M +$1.2M +19,264 +6%
NPT
22
National Philanthropic Trust
Pennsylvania
$19.3M -$111K -1,772 -0.5%
Raymond James Financial
23
Raymond James Financial
Florida
$18.7M +$20M +319,857 New
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M +$2.14M +34,300 +12%
RPSA
25
Richard P. Slaughter Associates
Texas
$18.3M +$3.1M +49,629 +19%

JIRE Hedge Fund Activity: Q4 2024 in Review

165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2024, worth a combined $5.83B — down 4.9% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JIRE positions and 17 closed out — a net gain of 16 holders — while 90 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $327M. The largest seller was Fidelity Investments, cutting an estimated $63.3M.

  • 165 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $5.83B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 33 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2024 and 17 closed out, a net change of +16 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $327M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2024.