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JPMorgan Realty Income ETF

50 hedge funds and large institutions have $324M invested in JPMorgan Realty Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 4750 (+3)

4.99% more ownership

Funds ownership: 83.3%88.29% (+5%)

2% less capital invested

Capital invested by funds: $330M → $324M (-$6.14M)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$252K -$2.09K -42 -0.8%
Raymond James Financial
27
Raymond James Financial
Florida
$230K +$242K +4,873 New
HCM
28
Hengehold Capital Management
Ohio
$210K
Osaic Holdings
29
Osaic Holdings
Arizona
$199K +$44.5K +895 +27%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$106K +$7.66K +154 +7%
CAL
31
Capital Analysts LLC
Pennsylvania
$106K +$112K +2,248 New
MFS
32
Mattson Financial Services
Michigan
$76.2K +$19.7K +397 +36%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$69.1K +$20.1K +404 +38%
Morgan Stanley
34
Morgan Stanley
New York
$57.8K -$50 -1 -0.1%
TRCT
35
Tower Research Capital (TRC)
New York
$54.8K +$17.4K +350 +43%
CFFP
36
Center for Financial Planning
Michigan
$46.4K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$43.3K
GWM
38
Geneos Wealth Management
Colorado
$41.3K +$43.4K +874 New
GRP
39
Global Retirement Partners
California
$35.6K -$1.09K -22 -3%
SAM
40
Smartleaf Asset Management
Massachusetts
$20K
CIAS
41
Capital Investment Advisory Services
North Carolina
$16K
NA
42
NewEdge Advisors
Louisiana
$13.2K +$13.9K +280 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$7K
PCTC
44
Perkins Coie Trust Company
Washington
$5.2K
UBS Group
45
UBS Group
Switzerland
$2.03K -$2.63K -53 -55%
FFA
46
Farther Finance Advisors
California
$1.8K
NFSG
47
Newbridge Financial Services Group
Florida
$1.04K +$1.09K +22 New
EW
48
Element Wealth
Mississippi
$619
Wells Fargo
49
Wells Fargo
California
$189 +$199 +4 New
Citadel Advisors
50
Citadel Advisors
Florida
-$660K -12,961 Closed

JPRE Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2024, worth a combined $324M — down 1.9% from $330M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPRE positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.29M.

  • 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $324M of JPMorgan Realty Income ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Realty Income ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $16.4M added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.