JPMorgan International Research Enhanced Equity

JIRE • ARCA

JPMorgan International Research Enhanced Equity is an exchange-traded fund on ARCA. As of Q3 2025, 260 institutional investors hold shares in this ETF, with total holdings valued at $8.2B. JPMORGAN CHASE & CO is the largest holder with a position valued at $4.5B.

Overview

Overview of institutional ownership in JIRE as of Q3 2025

All Institutions

Institutions: 260
Value Held: $8.2B
Shares Held: 112.2M
Avg Position: $31.7M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 2
Value Held: $6.5M
Shares Held: 88.0K
Avg Position: $3.2M
Median Position: $3.2M

Biggest Investors

Institutions with the largest positions in JIRE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$4.5B 0.29% of portfolio	61.3M shares	Q2 2022 Held for 3y 5m	$1.56T
L LPL Financial LLC Institution	-	$423.6M 0.12% of portfolio	5.8M shares	Q2 2022 Held for 3y 5m	$340.07B
FMR LLC Institution	-	$203.0M 0.01% of portfolio	2.8M shares	Q2 2022 Held for 3y 5m	$1.92T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$201.1M 0.06% of portfolio	2.7M shares	Q2 2022 Held for 3y 5m	$341.99B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$127.3M 0.32% of portfolio	1.7M shares	Q1 2023 Held for 2y 8m	$40.0B
B Bogart Wealth, LLC RIA/Wealth	James Edward Bogart CEO	$120.0M 4.87% of portfolio	1.6M shares	Q2 2023 Held for 2y 5m	$2.5B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$116.0M 0.25% of portfolio	1.6M shares	Q2 2022 Held for 3y 5m	$46.5B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$112.1M 0.16% of portfolio	1.5M shares	Q2 2022 Held for 3y 5m	$71.1B
CWM, LLC RIA/Wealth	George Burton White CEO	$111.4M 0.35% of portfolio	1.5M shares	Q2 2022 Held for 3y 5m	$31.5B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$110.2M 0.30% of portfolio	1.5M shares	Q2 2022 Held for 3y 5m	$36.7B

Net Capital Flow

Institutional buying and selling activity for JIRE in Q3 2025

Net Flow: +$688.7M
Buyers: 144
Sellers: 54
Total Bought: +$739.5M
Total Sold: −$50.8M
Avg Position: $36.7M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$125.6M +1.7M shares	$423.6M 5.8M shares
JPMORGAN CHASE & CO Institution	+$104.5M +1.4M shares	$4.5B 61.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$49.4M +672.4K shares	$201.1M 2.7M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$38.3M +520.7K shares	$82.1M 1.1M shares
Janney Montgomery Scott LLC RIA/Wealth	+$35.2M +479.1K shares	$127.3M 1.7M shares
E EASTERN BANK Institution	+$32.8M +446.4K shares	$74.9M 1.0M shares
Dynasty Wealth Management, LLC Fund of Funds	+$30.7M +417.8K shares	$108.5M 1.5M shares
Integrated Wealth Concepts LLC RIA/Wealth	+$22.7M +309.2K shares	$26.8M 364.5K shares
VESTOR CAPITAL CORP RIA/Wealth	+$20.4M +277.1K shares	$20.4M 277.7K shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	+$19.3M +315.4K shares	$90.8M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$9.3M −126.9K shares	$116.0M 1.6M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$7.3M −99.4K shares	$1.4M 19.5K shares
L Leo Wealth, LLC Institution	−$7.1M −96.8K shares	$14.3M 194.0K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$5.0M −67.0K shares	$6.4M 85.5K shares
C Convergence Financial, LLC RIA/Wealth	−$4.0M −56.0K shares	Sold Off 0 shares
F First Financial Bank, N.A. - Trust Division Institution	−$2.7M −36.3K shares	$33.3M 452.5K shares
WEST MICHIGAN ADVISORS, LLC RIA/Wealth	−$2.5M −33.5K shares	$2.3M 31.0K shares
Pure Financial Advisors, Inc. RIA/Wealth	−$1.5M −21.1K shares	$48.2M 655.0K shares
Csenge Advisory Group RIA/Wealth	−$1.5M −21.9K shares	Sold Off 0 shares
Family Investment Center, Inc. RIA/Wealth	−$1.5M −20.5K shares	$21.3M 290.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JIRE in Q3 2025

New Positions: 46
New Value: $72.2M
Exited Positions: 16
Exited Value: $6.7M

New Positions

Institution	Position Value
Modern Wealth Management, LLC RIA/Wealth	$26.9M 366.0K shares
M Madison Asset Management, LLC Long Only Manager	$22.9M 310.9K shares
N NATIONAL BANK OF CANADA /FI/ Institution	$3.3M 45.4K shares
S SCOTIA CAPITAL INC. Institution	$3.0M 40.2K shares
PCG Wealth Advisors, LLC RIA/Wealth	$2.3M 31.5K shares
V von Borstel & Associates, Inc. RIA/Wealth	$1.8M 24.5K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$1.2M 16.5K shares
D DAVIDSON D A & CO Institution	$1.1M 14.9K shares
Ruggaard & Associates LLC RIA/Wealth	$1.0M 13.8K shares
F First Bank & Trust Institution	$772.5K 10.5K shares

Exited Positions

Institution	Previous Position
C Convergence Financial, LLC RIA/Wealth	$4.0M 56.0K shares
Csenge Advisory Group RIA/Wealth	$1.5M 21.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$714.8K 10.1K shares
Sterling Investment Counsel, LLC RIA/Wealth	$275.9K 3.9K shares
NorthRock Partners, LLC RIA/Wealth	$107.2K 1.5K shares
Creekmur Asset Management LLC RIA/Wealth	$33.9K 479.0 shares
R Ronald Blue Trust, Inc. Institution	$29.8K 421.0 shares
LOGAN CAPITAL MANAGEMENT INC Long Only Manager	$26.2K 370.0 shares
Park Square Financial Group, LLC RIA/Wealth	$25.2K 356.0 shares
T TOTAL INVESTMENT MANAGEMENT INC Institution	$23.8K 336.0 shares

Options Activity

Institutions with the largest Call and Put options positions in JIRE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JIRE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
New England Professional Planning Group Inc. RIA/Wealth	Malcolm Alfred Makin CEO	24.92% $54.4M	759.0K shares	Q3 2024 Held for 1y 2m	$218.2M
Richard P Slaughter Associates Inc RIA/Wealth	Ann Michele Nowell President	11.34% $52.6M	715.6K shares	Q3 2023 Held for 2y 2m	$464.2M
Choice Wealth Advisors, LLC RIA/Wealth	Christopher Arthur Markos CCO	10.17% $22.1M	300.6K shares	Q2 2024 Held for 1y 5m	$217.4M
H Hughes Financial Services, LLC RIA/Wealth	Paul Thomas Hughes Managing Partner	9.61% $60.4M	803.9K shares	Q4 2024 Held for 11 months	$628.6M
Conservest Capital Advisors, Inc. RIA/Wealth	Keith Charles Goddard CEO	5.98% $64.5M	876.8K shares	Q4 2024 Held for 11 months	$1.1B
E EdgeRock Capital LLC RIA/Wealth	Kyle F O'Dell President	5.67% $19.7M	267.5K shares	Q1 2025 Held for 8 months	$346.9M
Kendall Capital Management RIA/Wealth	Clark Alan Kendall CEO	5.03% $22.3M	303.3K shares	Q3 2024 Held for 1y 2m	$443.6M
B Bogart Wealth, LLC RIA/Wealth	James Edward Bogart CEO	4.87% $120.0M	1.6M shares	Q2 2023 Held for 2y 5m	$2.5B
Francis Financial, Inc. RIA/Wealth	Stacy A Francis President	4.69% $25.7M	349.1K shares	Q4 2024 Held for 11 months	$547.7M
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	4.53% $7.9M	108.6K shares	Q1 2024 Held for 1y 8m	$175.6M

Hedge Fund Spotlight

Discover hedge funds investing in JIRE

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan International Research Enhanced Equity

Market Value: $6.2M
Shares Held: 83.9K
Portfolio Weight: 0.01%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%