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JPMorgan Realty Income ETF

47 hedge funds and large institutions have $330M invested in JPMorgan Realty Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

24% more funds holding

Funds holding: 3847 (+9)

9% more capital invested

Capital invested by funds: $302M → $330M (+$27.6M)

2.64% less ownership

Funds ownership: 85.94%83.3% (-2.6%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$107K +$16.5K +341 +19%
Morgan Stanley
27
Morgan Stanley
New York
$62.4K
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$53.9K +$19.5K +403 +62%
CFFP
29
Center for Financial Planning
Michigan
$50K
PTC
30
Private Trust Company
Ohio
$48.6K
MFS
31
Mattson Financial Services
Michigan
$48.4K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$46.4K
TRCT
33
Tower Research Capital (TRC)
New York
$41.3K -$557K -11,536 -93%
GRP
34
Global Retirement Partners
California
$39.5K +$5.99K +124 +19%
WOSD
35
WFA of San Diego
California
$22.6K
SAM
36
Smartleaf Asset Management
Massachusetts
$21.6K
OC
37
Oarsman Capital
Wisconsin
$18.1K +$17.1K +355 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$17.3K
IWP
39
IAG Wealth Partners
Wisconsin
$15.8K +$15K +311 New
PW
40
Paladin Wealth
Minnesota
$8.46K +$8.01K +166 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7K
PCTC
42
Perkins Coie Trust Company
Washington
$5.6K
UBS Group
43
UBS Group
Switzerland
$4.89K -$5.07K -105 -52%
CA
44
CoreCap Advisors
Michigan
$3.52K +$3.33K +69 New
FFA
45
Farther Finance Advisors
California
$1.94K +$1.83K +38 New
EW
46
Element Wealth
Mississippi
$662 +$628 +13 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
-$78.8K -1,632 -100%
BFA
48
Brown Financial Advisors
Ohio
-$8.73K -198 Closed
KFS
49
Kelly Financial Services
Massachusetts
-$2.19K -50 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
-$44 -1 Closed

JPRE Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2024, worth a combined $330M — up 9.1% from $302M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPRE positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.61M. The largest seller was JP Morgan Chase, cutting an estimated $30M.

  • 47 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $330M of JPMorgan Realty Income ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 12 funds opened new JPMorgan Realty Income ETF positions in Q3 2024 and 3 closed out, a net change of +9 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $3.61M added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2024 was JP Morgan Chase, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.