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JPMorgan International Research Enhanced Equity ETF

192 hedge funds and large institutions have $6.22B invested in JPMorgan International Research Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

16% more funds holding

Funds holding: 165192 (+27)

9.01% more ownership

Funds ownership: 85.67%94.68% (+9%)

7% more capital invested

Capital invested by funds: $5.83B → $6.22B (+$389M)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
2.57%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
44
Increased
79
Reduced
59
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
$3.96B -$195M -3,110,654 -5%
LPL Financial
2
LPL Financial
California
$192M -$3.05M -48,719 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M -$526M -8,395,399 -75%
Morgan Stanley
4
Morgan Stanley
New York
$111M +$109M +1,743,467 +92,738%
AssetMark Inc
5
AssetMark Inc
California
$96.3M -$4.64M -74,099 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$87M +$7.73M +123,404 +10%
DWM
7
Dynasty Wealth Management
Florida
$75.2M +$73.9M +1,180,260 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$71.2M +$1.5M +23,911 +2%
SWP
9
Sagespring Wealth Partners
Tennessee
$69.2M +$68.1M +1,086,279 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$69.1M +$29.7M +473,617 +77%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$68.8M +$67.7M +1,080,500 New
CCA
12
Conservest Capital Advisors
Pennsylvania
$55.8M +$54.2M +865,440 +8,731%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$50.3M +$15.4M +246,170 +45%
BWL
14
Bogart Wealth LLC
Virginia
$49.8M -$2.32M -37,015 -5%
NEPPG
15
New England Professional Planning Group
Rhode Island
$49M +$1.93M +30,862 +4%
Invesco
16
Invesco
Georgia
$47.1M +$46.3M +739,000 New
HFS
17
Hughes Financial Services
Virginia
$46.8M +$2.04M +32,518 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$46.3M +$6.7M +106,880 +17%
PAG
19
Private Advisor Group
New Jersey
$44.8M +$24.8M +395,742 +129%
PFA
20
Pure Financial Advisors
California
$43.7M +$42.9M +685,566 New
GVAG
21
Great Valley Advisor Group
Delaware
$40.8M -$5.91M -94,276 -13%
RPSA
22
Richard P. Slaughter Associates
Texas
$40M +$19.7M +313,682 +100%
Raymond James Financial
23
Raymond James Financial
Florida
$30.6M +$10M +159,801 +50%
Osaic Holdings
24
Osaic Holdings
Arizona
$30.2M -$3.41M -54,396 -10%
FFBTD
25
First Financial Bank - Trust Division
Ohio
$29.7M +$4.89M +78,050 +20%

JIRE Hedge Fund Activity: Q1 2025 in Review

192 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2025, worth a combined $6.22B — up 6.7% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JIRE positions and 15 closed out — a net gain of 29 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $526M.

  • 192 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2025, up from 165 in Q4 2024.
  • Funds reported $6.22B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
  • 44 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2025 and 15 closed out, a net change of +29 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $109M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2025 was Fidelity Investments, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2025.