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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
TRCT
26
Tower Research Capital (TRC)
New York
$633K +$250K +5,113 +64%
PGWA
27
Plus Group Wealth Advisors
Wisconsin
$566K +$32.4K +664 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$559K -$733 -15 -0.1%
Osaic Holdings
29
Osaic Holdings
Arizona
$553K +$220K +4,500 +64%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$544K +$122K +2,498 +28%
Wells Fargo
31
Wells Fargo
California
$517K -$547K -11,204 -51%
WA
32
Whipplewood Advisors
Colorado
$508K -$5.38K -110 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$467K -$5.38K -110 -1%
MAMG
34
Milestone Asset Management Group
Connecticut
$451K +$440 +9 +0.1%
CAC
35
Certified Advisory Corp
Florida
$444K +$1.42K +29 +0.3%
SFC
36
Swisher Financial Concepts
Ohio
$398K +$27.4K +560 +7%
Morgan Stanley
37
Morgan Stanley
New York
$314K +$49 +1 +0%
CAL
38
Capital Analysts LLC
Pennsylvania
$286K +$276K +5,657 +1,951%
SWP
39
Stratos Wealth Partners
Ohio
$280K +$293 +6 +0.1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$257K +$342 +7 +0.1%
Northern Trust
41
Northern Trust
Illinois
$214K
AWM
42
Axxcess Wealth Management
California
$213K +$5.23K +107 +2%
FAT
43
First American Trust
California
$213K -$134K -2,737 -38%
Jane Street
44
Jane Street
New York
$205K -$165K -3,387 -44%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$88.1K +$8.31K +170 +10%
AssetMark Inc
46
AssetMark Inc
California
$87.1K
CFFP
47
Center for Financial Planning
Michigan
$47.2K
GWM
48
Geneos Wealth Management
Colorado
$42K
SWM
49
Spire Wealth Management
Virginia
$28.8K
AF
50
Advisornet Financial
Minnesota
$27K +$7.57K +155 +38%

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.