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JPMorgan Realty Income ETF

53 hedge funds and large institutions have $371M invested in JPMorgan Realty Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
26
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$285M 5,984,864 +383,988 +7%
FFA
2
First Foundation Advisors
California
$25M 525,032 +33,015 +7%
GI
3
Gradient Investments
Minnesota
$7.35M 154,278 +4,115 +3%
AFS
4
Anderson Financial Strategies
Ohio
$6.4M 134,307 +134,307 New
Raymond James Financial
5
Raymond James Financial
Florida
$6.01M 126,148 +68,686 +120%
LPL Financial
6
LPL Financial
California
$5.79M 121,469 +3,550 +3%
BWG
7
Beta Wealth Group
California
$5.2M 109,218 +16,884 +18%
FAT
8
First American Trust
California
$4.74M 99,532 +99,532 New
EA
9
Eclectic Associates
California
$3.57M 74,989 +28,050 +60%
OC
10
Oarsman Capital
Wisconsin
$3.07M 64,447 +11,944 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.22M 46,687 +5,040 +12%
AssetMark Inc
12
AssetMark Inc
California
$2.19M 46,049 -603 -1%
2WWM
13
21 West Wealth Management
California
$1.34M 28,226 +28,226 New
Goldman Sachs
14
Goldman Sachs
New York
$1.33M 28,014 +11,753 +72%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.06M 22,353 +162 +0.7%
AAS
16
Avantax Advisory Services
Texas
$1.02M 21,501 +7,768 +57%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1M 21,066 +2,370 +13%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$701K 14,711 -4,826 -25%
BFA
19
Bill Few Associates
Pennsylvania
$697K 14,641 +930 +7%
OMC
20
Old Mission Capital
Illinois
$649K 13,628 +13,628 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$638K 13,393 -1,139 -8%
SOS
22
Silver Oak Securities
Tennessee
$623K 13,083 +7,834 +149%
IAA
23
Independence Asset Advisors
Pennsylvania
$577K 12,103 +4,065 +51%
SFC
24
Swisher Financial Concepts
Ohio
$574K 12,052 -3,488 -22%
CAC
25
Certified Advisory Corp
Florida
$432K 9,070 +54 +0.6%