JPMorgan Realty Income ETF
JPRE
30 hedge funds and large institutions have $284M invested in JPMorgan Realty Income ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4.79% more ownership
Funds ownership: 81.23% → 86.01% (+4.8%)
3% more funds holding
Funds holding: 29 → 30 (+1)
4% less capital invested
Capital invested by funds: $296M → $284M (-$12.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.94M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$749K |
| 3 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$462K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$395K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.16M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.46M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$331K |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$200K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$70.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | +$44 | +1 | +0.4% |
|
|
PCTC
27
Perkins Coie Trust Company
Seattle,
Washington
| $4.82K | – | – | – |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $2.17K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $1.89K | -$2.1K | -48 | -53% |
|
|
RWA
30
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$1.46M | -32,485 | Closed |
|
|
31
Financial Engines Advisors
Santa Clara,
California
| – | -$331K | -7,363 | Closed |
|
|
HCM
32
Hengehold Capital Management
Cincinnati,
Ohio
| – | -$200K | -4,451 | Closed |
|
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$70.2K | -1,607 | -100% |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | -$990 | -22 | Closed |
|
JPRE Hedge Fund Activity: Q1 2024 in Review
30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2024, worth a combined $284M — down 4.2% from $296M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPRE positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.94M. The largest seller was JP Morgan Chase, cutting an estimated $7.16M.
- 30 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $284M of JPMorgan Realty Income ETF stock for Q1 2024, down 4.2% quarter-over-quarter.
- 5 funds opened new JPMorgan Realty Income ETF positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest JPMorgan Realty Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.94M added.
- The largest JPMorgan Realty Income ETF seller in Q1 2024 was JP Morgan Chase, an estimated $7.16M sold.
Based on aggregated 13F filings for Q1 2024.