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JPMorgan Realty Income ETF

68 hedge funds and large institutions have $340M invested in JPMorgan Realty Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

24% more funds holding

Funds holding: 5568 (+13)

9.95% less ownership

Funds ownership: 83.68%73.73% (-9.9%)

12% less capital invested

Capital invested by funds: $387M → $340M (-$46.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
27
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$544K +$70.1K +1,480 +15%
PGWA
27
Plus Group Wealth Advisors
Wisconsin
$519K +$527K +11,119 New
WA
28
Whipplewood Advisors
Colorado
$499K +$121K +2,553 +31%
MML Investors Services
29
MML Investors Services
Massachusetts
$459K +$84.3K +1,779 +22%
MAMG
30
Milestone Asset Management Group
Connecticut
$438K -$12.5K -263 -3%
CAC
31
Certified Advisory Corp
Florida
$430K +$4.12K +87 +1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$412K +$184K +3,894 +79%
TRCT
33
Tower Research Capital (TRC)
New York
$376K +$280K +5,912 +276%
SFC
34
Swisher Financial Concepts
Ohio
$361K +$663 +14 +0.2%
Jane Street
35
Jane Street
New York
$357K +$362K +7,649 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$350K +$355K +7,496 New
FAT
37
First American Trust
California
$335K -$4.64M -97,958 -93%
Osaic Holdings
38
Osaic Holdings
Arizona
$327K +$43.9K +926 +15%
Morgan Stanley
39
Morgan Stanley
New York
$305K +$267K +5,633 +630%
SWP
40
Stratos Wealth Partners
Ohio
$271K +$275K +5,811 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$249K -$18.6K -393 -7%
Northern Trust
42
Northern Trust
Illinois
$208K
HCM
43
Hengehold Capital Management
Ohio
$208K
AWM
44
Axxcess Wealth Management
California
$202K +$205K +4,330 New
AssetMark Inc
45
AssetMark Inc
California
$84.6K -$1.09K -23 -1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$77.6K +$284 +6 +0.4%
CFFP
47
Center for Financial Planning
Michigan
$45.8K
KAS
48
Kestra Advisory Services
Texas
$44.9K +$45.6K +962 New
GWM
49
Geneos Wealth Management
Colorado
$40.8K
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$30.6K

JPRE Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2025, worth a combined $340M — down 12% from $387M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPRE positions and 2 closed out — a net gain of 13 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was National Philanthropic Trust, adding an estimated $1.84M. The largest seller was JP Morgan Chase, cutting an estimated $47.8M.

  • 68 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2025, up from 55 in Q3 2025.
  • Funds reported $340M of JPMorgan Realty Income ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 15 funds opened new JPMorgan Realty Income ETF positions in Q4 2025 and 2 closed out, a net change of +13 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2025 was National Philanthropic Trust, an estimated $1.84M added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2025 was JP Morgan Chase, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2025.