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JPMorgan International Research Enhanced Equity ETF

267 hedge funds and large institutions have $8.28B invested in JPMorgan International Research Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

263% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 40

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

16% more funds holding

Funds holding: 230267 (+37)

14% more capital invested

Capital invested by funds: $7.25B → $8.28B (+$1.02B)

2.88% more ownership

Funds ownership: 94.5%97.38% (+2.9%)

Holders
267
Holders Change
+37
Holders Change %
+16.09%
% of All Funds
3.5%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
57
Increased
145
Reduced
40
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
$4.51B +$102M +1,420,374 +2%
LPL Financial
2
LPL Financial
California
$424M +$123M +1,708,585 +42%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$203M +$16.6M +231,798 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M +$48.2M +672,407 +33%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$127M +$34.4M +479,108 +38%
BWL
6
Bogart Wealth LLC
Virginia
$120M +$741K +10,329 +0.6%
AssetMark Inc
7
AssetMark Inc
California
$116M -$9.1M -126,897 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$112M +$7.98M +111,232 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$111M +$7.42M +103,411 +7%
MML Investors Services
10
MML Investors Services
Massachusetts
$110M +$10.1M +140,270 +10%
DWM
11
Dynasty Wealth Management
Florida
$108M +$30M +417,804 +40%
SWP
12
Sagespring Wealth Partners
Tennessee
$90.8M +$22.6M +315,441 +27%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$83.4M +$9.53M +132,904 +13%
Raymond James Financial
14
Raymond James Financial
Florida
$82.1M +$37.3M +520,733 +87%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$81.5M +$18.1M +251,919 +29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$81.3M +$1.33M +18,507 +2%
EB
17
Eastern Bank
Massachusetts
$74.9M +$32M +446,367 +78%
Invesco
18
Invesco
Georgia
$67.5M +$12.8M +179,000 +24%
PAG
19
Private Advisor Group
New Jersey
$67.3M +$11.2M +156,054 +21%
CCA
20
Conservest Capital Advisors
Pennsylvania
$64.5M +$621K +8,653 +1%
HFS
21
Hughes Financial Services
Virginia
$60.4M +$1.64M +22,869 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$58.1M +$3.54M +49,296 +7%
GVAG
23
Great Valley Advisor Group
Delaware
$57.3M +$5.3M +73,828 +10%
NEPPG
24
New England Professional Planning Group
Rhode Island
$54.4M -$711K -9,907 -1%
RPSA
25
Richard P. Slaughter Associates
Texas
$52.6M -$802K -11,177 -2%