JPMorgan Realty Income ETF
JPRE
50 hedge funds and large institutions have $349M invested in JPMorgan Realty Income ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 10 closing their positions.
271% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 7
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
8% more capital invested
Capital invested by funds: $324M → $349M (+$25.4M)
0% more funds holding
Funds holding: 50 → 50 (0)
3.87% less ownership
Funds ownership: 88.29% → 84.42% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$17.4M |
| 2 |
CAWM
Capital A Wealth Management
New Castle,
Pennsylvania
|
+$5.46M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.52M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
+$1.37M |
| 5 |
EA
Eclectic Associates
Fullerton,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.58M |
| 2 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$2.84M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.17M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.11M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$1.17M | -24,794 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.08M | -22,740 | Closed |
|
|
SAM
53
Synergy Asset Management
Vancouver,
Washington
| – | -$315K | -6,652 | Closed |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$106K | -2,248 | Closed |
|
|
SAM
55
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$20K | -426 | Closed |
|
56
UBS Group
Zurich,
Switzerland
| – | -$2.03K | -43 | Closed |
|
|
NFSG
57
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1.04K | -22 | Closed |
|
|
EW
58
Element Wealth
Ridgeland,
Mississippi
| – | -$619 | -13 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | -$189 | -4 | Closed |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$192 | +4 | +400% |
|
JPRE Hedge Fund Activity: Q1 2025 in Review
50 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2025, worth a combined $349M — up 7.9% from $324M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPRE positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 7 trimmed.
The largest buyer was First Foundation Advisors, adding an estimated $17.4M. The largest seller was JP Morgan Chase, cutting an estimated $7.58M.
- 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $349M of JPMorgan Realty Income ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
- 11 funds opened new JPMorgan Realty Income ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
- The largest JPMorgan Realty Income ETF buyer in Q1 2025 was First Foundation Advisors, an estimated $17.4M added.
- The largest JPMorgan Realty Income ETF seller in Q1 2025 was JP Morgan Chase, an estimated $7.58M sold.
Based on aggregated 13F filings for Q1 2025.