We are live on ! Find out more
JPRE icon

JPMorgan Realty Income ETF

50 hedge funds and large institutions have $324M invested in JPMorgan Realty Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 4750 (+3)

4.99% more ownership

Funds ownership: 83.3%88.29% (+5%)

2% less capital invested

Capital invested by funds: $330M → $324M (-$6.14M)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
51
OmniStar Financial Group
North Carolina
-$216K -4,230 Closed
PTC
52
Private Trust Company
Ohio
-$48.6K -955 Closed
IWP
53
IAG Wealth Partners
Wisconsin
-$15.8K -311 Closed
PW
54
Paladin Wealth
Minnesota
-$8.46K -166 Closed
CA
55
CoreCap Advisors
Michigan
-$3.52K -69 Closed

JPRE Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2024, worth a combined $324M — down 1.9% from $330M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPRE positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.29M.

  • 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $324M of JPMorgan Realty Income ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Realty Income ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $16.4M added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.