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JPMorgan Realty Income ETF
JPRE

56 hedge funds and large institutions have $382M invested in JPMorgan Realty Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

12% more funds holding

Funds holding: 50 → 56 (+6)

9% more capital invested

Capital invested by funds: $349M → $382M (+$32.8M)

0.85% more ownership

Funds ownership: 84.42% → 85.27% (+0.85%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.74%
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
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$18.1M
2
AFS
Anderson Financial Strategies
Ohio
+$6.34M
3
FAT
First American Trust
California
+$4.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.24M
5
FFA
First Foundation Advisors
California
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
CAWM
Capital A Wealth Management
Pennsylvania
-$5.49M
2
Bank of America
Bank of America
North Carolina
-$764K
3
RA
RFG Advisory
Alabama
-$270K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$228K
5
SFC
Swisher Financial Concepts
Ohio
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
26
Swisher Financial Concepts
Ohio
$574K -$165K -3,488 -22%
Osaic Holdings
27
Osaic Holdings
Arizona
$536K +$320K +6,782 +154%
CAC
28
Certified Advisory Corp
Florida
$432K +$2.55K +54 +0.6%
MAMG
29
Milestone Asset Management Group
Connecticut
$429K +$1.75K +37 +0.4%
BAM
30
Belpointe Asset Management
Nevada
$401K -$20.6K -437 -5%
WA
31
Whipplewood Advisors
Colorado
$390K +$225K +4,758 +139%
MML Investors Services
32
MML Investors Services
Massachusetts
$355K -$2.5K -53 -0.7%
BCI
33
Brinker Capital Investments
Pennsylvania
$313K +$310K +6,575 New
JWCA
34
J.W. Cole Advisors
Florida
$224K +$47 +1 +0%
HCM
35
Hengehold Capital Management
Ohio
$212K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$206K +$142K +3,002 +229%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$166K +$12.3K +260 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$78.7K +$1.7K +36 +2%
CFFP
39
Center for Financial Planning
Michigan
$46.7K – – –
Bank of America
40
Bank of America
North Carolina
$43K -$764K -16,189 -95%
Morgan Stanley
41
Morgan Stanley
New York
$42.4K +$189 +4 +0.5%
GWM
42
Geneos Wealth Management
Colorado
$41.6K -$42.4K -898 -51%
GRP
43
Global Retirement Partners
California
$36.7K +$36.4K +771 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$31.2K +$30.9K +655 New
MWA
45
Medallion Wealth Advisors
Connecticut
$26.4K – – –
WOSD
46
WFA of San Diego
California
$21.1K +$20.9K +443 New
SAM
47
Smartleaf Asset Management
Massachusetts
$20.2K +$20.1K +426 New
AF
48
Advisornet Financial
Minnesota
$18.7K +$18.5K +392 New
NA
49
NewEdge Advisors
Louisiana
$17.4K +$142 +3 +0.8%
CIAS
50
Capital Investment Advisory Services
North Carolina
$16.1K – – –
1
2
3

JPRE Hedge Fund Activity: Q2 2025 in Review

56 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2025, worth a combined $382M — up 9.4% from $349M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPRE positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.1M. The largest seller was Capital A Wealth Management, exiting entirely with an estimated $5.49M sold.

  • 56 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $382M of JPMorgan Realty Income ETF stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 12 funds opened new JPMorgan Realty Income ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $18.1M added.
  • The largest JPMorgan Realty Income ETF seller in Q2 2025 was Capital A Wealth Management, an estimated $5.49M sold.

Based on aggregated 13F filings for Q2 2025.