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JPMorgan International Value ETF

29 hedge funds and large institutions have $103M invested in JPMorgan International Value ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

45% more funds holding

Funds holding: 2029 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

2% less capital invested

Capital invested by funds: $105M → $103M (-$2.3M)

1.9% less ownership

Funds ownership: 97.83%95.94% (-1.9%)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
7
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$25.9M +$1.86M +32,129 +7%
FA
2
Fountainhead AM
New Jersey
$23.5M +$2.26M +39,093 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.5M +$249K +4,312 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$9.7M +$10.2M +175,778 New
VCP
5
Verus Capital Partners
Arizona
$4.79M +$5.02M +86,784 New
LPL Financial
6
LPL Financial
California
$3.89M +$476K +8,245 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.9M -$45.5K -787 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.1M -$6.47M -112,000 -75%
Stifel Financial
9
Stifel Financial
Missouri
$1.93M +$2.02M +34,961 New
Jane Street
10
Jane Street
New York
$1.72M -$307K -5,316 -15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.32M +$97.8K +1,692 +8%
AI
12
Atria Investments
North Carolina
$1.15M +$1.21M +20,939 New
OMC
13
Old Mission Capital
Illinois
$977K -$713K -12,333 -41%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$417K +$437K +7,562 New
Truist Financial
15
Truist Financial
North Carolina
$338K -$19K -329 -5%
BEI
16
Benjamin Edwards Inc
Missouri
$306K +$321K +5,546 New
BCI
17
Brinker Capital Investments
Pennsylvania
$294K +$308K +5,336 New
OPS
18
Orion Portfolio Solutions
Nebraska
$294K +$308K +5,336 New
TSS
19
Two Sigma Securities
New York
$273K +$287K +4,958 New
MW
20
Marcum Wealth
Ohio
$262K -$1.97K -34 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$178K +$71.4K +1,236 +62%
GM
22
GeoWealth Management
Illinois
$163K -$3.81K -66 -2%
Comerica Bank
23
Comerica Bank
Texas
$128K +$1.73K +30 +1%
TPCW
24
TD Private Client Wealth
New York
$92K
MCM
25
MAI Capital Management
Ohio
$25.6K +$26.9K +465 New

JIVE Hedge Fund Activity: Q4 2024 in Review

29 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Value ETF (JIVE) for Q4 2024, worth a combined $103M — down 2.2% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JIVE positions and 1 closed out — a net gain of 10 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Verus Capital Partners, opening a new position worth an estimated $5.02M. The largest seller was JP Morgan Chase, cutting an estimated $6.47M.

  • 29 institutional investors held JPMorgan International Value ETF (JIVE) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $103M of JPMorgan International Value ETF stock for Q4 2024, down 2.2% quarter-over-quarter.
  • 11 funds opened new JPMorgan International Value ETF positions in Q4 2024 and 1 closed out, a net change of +10 holders.
  • The largest JPMorgan International Value ETF buyer in Q4 2024 was Verus Capital Partners, an estimated $5.02M added.
  • The largest JPMorgan International Value ETF seller in Q4 2024 was JP Morgan Chase, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2024.