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JPMorgan Realty Income ETF

63 hedge funds and large institutions have $372M invested in JPMorgan Realty Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $340M → $372M (+$31.6M)

8.76% more ownership

Funds ownership: 73.73%82.49% (+8.8%)

7% less funds holding

Funds holding: 6863 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
36
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
Medallion Wealth Advisors
Connecticut
$26.4K
AWM
52
AE Wealth Management
Kansas
$24.4K +$10.9K +223 +79%
WOSD
53
WFA of San Diego
California
$21.3K
SAM
54
Smartleaf Asset Management
Massachusetts
$20.2K
NA
55
NewEdge Advisors
Louisiana
$18.6K +$342 +7 +2%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$17.8K +$18.1K +371 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$16.3K
FFA
58
Farther Finance Advisors
California
$12.9K -$733 -15 -5%
PA
59
Parallel Advisors
California
$6.34K +$6.45K +132 New
VR
60
Vision Retirement
New Jersey
$4.15K
VAI
61
Vanguard Advisers Inc
Pennsylvania
$2.12K +$2.15K +44 New
SPIA
62
Steward Partners Investment Advisory
New York
$625
Bank of America
63
Bank of America
North Carolina
-$849K -18,185 Closed
HCM
64
Hengehold Capital Management
Ohio
-$208K -4,451 Closed
KAS
65
Kestra Advisory Services
Texas
-$44.9K -962 Closed
OSAM
66
O'Shaughnessy Asset Management
Connecticut
-$30.6K -655 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
-$18K -386 Closed
FHA
68
Flagship Harbor Advisors
Massachusetts
-$10.1K -215 Closed
US Bancorp
69
US Bancorp
Minnesota
-$2.99K -64 Closed

JPRE Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2026, worth a combined $372M — up 9.3% from $340M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JPRE and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 36 added.

The largest buyer was JP Morgan Chase, adding an estimated $23.8M. The largest seller was First Foundation Advisors, cutting an estimated $5.57M.

  • 63 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2026, down from 68 in Q4 2025.
  • Funds reported $372M of JPMorgan Realty Income ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 4 funds opened new JPMorgan Realty Income ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $23.8M added.
  • The largest JPMorgan Realty Income ETF seller in Q1 2026 was First Foundation Advisors, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2026.