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JPMorgan Realty Income ETF
JPRE

Overview Fund Activity

54 hedge funds and large institutions have $372M invested in JPMorgan Realty Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
2
AFS
Anderson Financial Strategies
Ohio
+$6.4M
3
FAT
First American Trust
California
+$4.74M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.27M
5
FFA
First Foundation Advisors
California
+$1.57M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$771K
2
RA
RFG Advisory
Alabama
-$270K
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$230K
4
SFC
Swisher Financial Concepts
Ohio
-$166K
5
MFS
Mattson Financial Services
Michigan
-$76.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$432K +$2.57K +54 +0.6%
MAMG
27
Milestone Asset Management Group
Connecticut
$429K +$1.76K +37 +0.4%
Osaic Holdings
28
Osaic Holdings
Arizona
$403K +$192K +4,007 +91%
BAM
29
Belpointe Asset Management
Nevada
$401K -$20.8K -437 -5%
WA
30
Whipplewood Advisors
Colorado
$390K +$227K +4,758 +139%
MML Investors Services
31
MML Investors Services
Massachusetts
$355K -$2.53K -53 -0.7%
BCI
32
Brinker Capital Investments
Pennsylvania
$313K +$313K +6,575 New
JWCA
33
J.W. Cole Advisors
Florida
$224K +$48 +1 +0%
HCM
34
Hengehold Capital Management
Ohio
$212K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$206K +$143K +3,002 +229%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$166K +$12.4K +260 +8%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$78.7K +$1.72K +36 +2%
CFFP
38
Center for Financial Planning
Michigan
$46.7K – – –
Bank of America
39
Bank of America
North Carolina
$43K -$771K -16,189 -95%
Morgan Stanley
40
Morgan Stanley
New York
$42.4K +$191 +4 +0.5%
GWM
41
Geneos Wealth Management
Colorado
$41.6K -$42.8K -898 -51%
GRP
42
Global Retirement Partners
California
$36.7K +$36.7K +771 New
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$31.2K +$31.2K +655 New
WOSD
44
WFA of San Diego
California
$21.1K +$21.1K +443 New
SAM
45
Smartleaf Asset Management
Massachusetts
$20.2K +$20.2K +426 New
AF
46
Advisornet Financial
Minnesota
$18.7K +$18.7K +392 New
NA
47
NewEdge Advisors
Louisiana
$17.4K +$143 +3 +0.8%
CIAS
48
Capital Investment Advisory Services
North Carolina
$16.2K – – –
PCTC
49
Perkins Coie Trust Company
Washington
$5.24K – – –
Wells Fargo
50
Wells Fargo
California
$3.48K +$3.48K +73 New
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