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JPMorgan Realty Income ETF

63 hedge funds and large institutions have $372M invested in JPMorgan Realty Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $340M → $372M (+$31.6M)

8.76% more ownership

Funds ownership: 73.73%82.49% (+8.8%)

7% less funds holding

Funds holding: 6863 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
36
Reduced
10
Closed
7
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
$270M +$23.8M +486,172 +9%
FFA
2
First Foundation Advisors
California
$14.2M -$5.57M -114,016 -28%
NPT
3
National Philanthropic Trust
Pennsylvania
$13.2M +$554K +11,345 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$9.31M +$872K +17,840 +10%
EA
5
Eclectic Associates
California
$8.31M +$2.01M +41,145 +31%
AFS
6
Anderson Financial Strategies
Ohio
$8.15M +$107K +2,197 +1%
BWG
7
Beta Wealth Group
California
$5.82M +$211K +4,326 +4%
LPL Financial
8
LPL Financial
California
$4.75M -$1.17M -23,940 -20%
OC
9
Oarsman Capital
Wisconsin
$4.44M +$96.3K +1,970 +2%
DWM
10
Ducere Wealth Management
California
$4.3M -$455K -9,305 -9%
Two Sigma Investments
11
Two Sigma Investments
New York
$3.71M +$2.02M +41,300 +115%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.69M +$165K +3,379 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.99M +$1.66M +34,000 +454%
2WWM
14
21 West Wealth Management
California
$1.47M +$32.9K +674 +2%
CTC
15
Central Trust Company
Missouri
$1.4M +$293K +5,992 +26%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.21M +$103K +2,105 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.21M +$75K +1,534 +7%
OCM
18
One Capital Management
California
$1.17M +$50.4K +1,031 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$1.06M +$1.08M +22,033 New
BCI
20
Brinker Capital Investments
Pennsylvania
$942K +$293K +5,989 +44%
SOS
21
Silver Oak Securities
Tennessee
$888K +$13.7K +280 +2%
BFA
22
Bill Few Associates
Pennsylvania
$816K +$34.8K +712 +4%
Goldman Sachs
23
Goldman Sachs
New York
$782K
IAA
24
Independence Asset Advisors
Pennsylvania
$698K +$2.15K +44 +0.3%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$647K +$4.05K +83 +0.6%

JPRE Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2026, worth a combined $372M — up 9.3% from $340M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPRE and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 36 added.

The largest buyer was JP Morgan Chase, adding an estimated $23.8M. The largest seller was First Foundation Advisors, cutting an estimated $5.57M.

  • 63 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2026, down from 68 in Q4 2025.
  • Funds reported $372M of JPMorgan Realty Income ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 4 funds opened new JPMorgan Realty Income ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $23.8M added.
  • The largest JPMorgan Realty Income ETF seller in Q1 2026 was First Foundation Advisors, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2026.