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JPMorgan Realty Income ETF

50 hedge funds and large institutions have $349M invested in JPMorgan Realty Income ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $324M → $349M (+$25.4M)

0% more funds holding

Funds holding: 5050 (0)

3.87% less ownership

Funds ownership: 88.29%84.42% (-3.9%)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independence Asset Advisors
Pennsylvania
$387K +$385K +8,038 New
MML Investors Services
27
MML Investors Services
Massachusetts
$362K +$104K +2,176 +41%
RA
28
RFG Advisory
Alabama
$270K +$269K +5,610 New
SOS
29
Silver Oak Securities
Tennessee
$251K +$251K +5,249 New
JWCA
30
J.W. Cole Advisors
Florida
$227K +$225K +4,700 New
HCM
31
Hengehold Capital Management
Ohio
$215K
Osaic Holdings
32
Osaic Holdings
Arizona
$212K +$9.72K +203 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$156K +$46.9K +979 +44%
GWM
34
Geneos Wealth Management
Colorado
$85.4K +$43K +898 +103%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$77.9K +$7.47K +156 +11%
MFS
36
Mattson Financial Services
Michigan
$76.3K +$4.26K +89 +6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$63.2K +$19K +397 +43%
CFFP
38
Center for Financial Planning
Michigan
$47.3K
Morgan Stanley
39
Morgan Stanley
New York
$42.7K -$16.1K -337 -28%
MWA
40
Medallion Wealth Advisors
Connecticut
$26.5K +$26.3K +550 New
NA
41
NewEdge Advisors
Louisiana
$17.5K +$3.98K +83 +30%
CIAS
42
Capital Investment Advisory Services
North Carolina
$16.3K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$7K +$48 +1 +0.7%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$5.4K +$5.41K +113 New
TRCT
45
Tower Research Capital (TRC)
New York
$5.3K -$50.3K -1,050 -91%
PCTC
46
Perkins Coie Trust Company
Washington
$5.3K
FFA
47
Farther Finance Advisors
California
$1.83K
CTC
48
Central Trust Company
Missouri
$627 +$623 +13 New
SPIA
49
Steward Partners Investment Advisory
New York
$627 +$623 +13 New
PSCM
50
Per Stirling Capital Management
Texas
-$2.84M -60,041 Closed

JPRE Hedge Fund Activity: Q1 2025 in Review

50 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2025, worth a combined $349M — up 7.9% from $324M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPRE positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 7 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $17.4M. The largest seller was JP Morgan Chase, cutting an estimated $7.58M.

  • 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $349M of JPMorgan Realty Income ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Realty Income ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Realty Income ETF buyer in Q1 2025 was First Foundation Advisors, an estimated $17.4M added.
  • The largest JPMorgan Realty Income ETF seller in Q1 2025 was JP Morgan Chase, an estimated $7.58M sold.

Based on aggregated 13F filings for Q1 2025.