JPMorgan Realty Income ETF
JPRE
38 hedge funds and large institutions have $302M invested in JPMorgan Realty Income ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 0 closing their positions.
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
27% more funds holding
Funds holding: 30 → 38 (+8)
6% more capital invested
Capital invested by funds: $284M → $302M (+$18.4M)
0.08% less ownership
Funds ownership: 86.01% → 85.94% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.09M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
+$3.65M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
+$1.3M |
| 5 |
JP Morgan Chase
New York
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.7K |
| 2 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$24.1K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.36K |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$43 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $42.1K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $40.6K | +$39.1K | +915 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $28.9K | +$27.9K | +654 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $28.8K | +$43 | +1 | +0.2% |
|
|
WOSD
30
WFA of San Diego
San Diego,
California
| $19.5K | +$18.9K | +443 | New |
|
|
SAM
31
Smartleaf Asset Management
Boston,
Massachusetts
| $18.7K | -$43 | -1 | -0.2% |
|
|
CIAS
32
Capital Investment Advisory Services
Raleigh,
North Carolina
| $14.9K | – | – | – |
|
33
UBS Group
Zurich,
Switzerland
| $8.86K | +$6.75K | +158 | +367% |
|
|
BFA
34
Brown Financial Advisors
Milford,
Ohio
| $8.73K | +$8.46K | +198 | New |
|
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | -$4.36K | -102 | -42% |
|
|
PCTC
36
Perkins Coie Trust Company
Seattle,
Washington
| $4.85K | – | – | – |
|
|
KFS
37
Kelly Financial Services
Braintree,
Massachusetts
| $2.19K | +$43 | +1 | +2% |
|
38
Fidelity Investments
Boston,
Massachusetts
| $44 | +$43 | +1 | New |
|
JPRE Hedge Fund Activity: Q2 2024 in Review
38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2024, worth a combined $302M — up 6.5% from $284M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPRE positions and 0 closed out — a net gain of 9 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $6.09M. The largest seller was Osaic Holdings, cutting an estimated $47.7K.
- 38 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2024, up from 30 in Q1 2024.
- Funds reported $302M of JPMorgan Realty Income ETF stock for Q2 2024, up 6.5% quarter-over-quarter.
- 9 funds opened new JPMorgan Realty Income ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
- The largest JPMorgan Realty Income ETF buyer in Q2 2024 was Gradient Investments, an estimated $6.09M added.
- The largest JPMorgan Realty Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $47.7K sold.
Based on aggregated 13F filings for Q2 2024.