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JPMorgan Realty Income ETF

55 hedge funds and large institutions have $387M invested in JPMorgan Realty Income ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $382M → $387M (+$5.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.59% less ownership

Funds ownership: 85.27%83.68% (-1.6%)

2% less funds holding

Funds holding: 5655 (-1)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
28
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
Swisher Financial Concepts
Ohio
$370K -$207K -4,338 -36%
BCI
27
Brinker Capital Investments
Pennsylvania
$345K +$29.5K +617 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$292K -$244K -5,118 -46%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$275K +$67.5K +1,414 +33%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$236K +$68.6K +1,437 +41%
JWCA
31
J.W. Cole Advisors
Florida
$225K +$48 +1 +0%
Northern Trust
32
Northern Trust
Illinois
$213K +$213K +4,453 New
HCM
33
Hengehold Capital Management
Ohio
$213K
TRCT
34
Tower Research Capital (TRC)
New York
$103K +$102K +2,139 New
AssetMark Inc
35
AssetMark Inc
California
$87.9K -$2.11M -44,215 -96%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$79.4K +$143 +3 +0.2%
Wells Fargo
37
Wells Fargo
California
$54.8K +$51.1K +1,071 +1,467%
CFFP
38
Center for Financial Planning
Michigan
$47K
Morgan Stanley
39
Morgan Stanley
New York
$42.9K +$191 +4 +0.4%
GWM
40
Geneos Wealth Management
Colorado
$41.9K
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$31.4K
SWM
42
Spire Wealth Management
Virginia
$28.8K +$28.6K +600 New
GRP
43
Global Retirement Partners
California
$28.4K -$8.5K -178 -23%
MWA
44
Medallion Wealth Advisors
Connecticut
$26.4K
WOSD
45
WFA of San Diego
California
$21.2K
SAM
46
Smartleaf Asset Management
Massachusetts
$20.3K
AF
47
Advisornet Financial
Minnesota
$19.1K +$286 +6 +2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$18.5K +$18.4K +386 New
NA
49
NewEdge Advisors
Louisiana
$17.9K +$334 +7 +2%
CIAS
50
Capital Investment Advisory Services
North Carolina
$16.2K

JPRE Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2025, worth a combined $387M — up 1.4% from $382M a quarter earlier.

Fund positioning in JPRE was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.2M. The largest seller was Gradient Investments, exiting entirely with an estimated $7.35M sold.

  • 55 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2025, down from 56 in Q2 2025.
  • Funds reported $387M of JPMorgan Realty Income ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 5 funds opened new JPMorgan Realty Income ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $11.2M added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2025 was Gradient Investments, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2025.