JPMorgan Realty Income ETF
JPRE
56 hedge funds and large institutions have $382M invested in JPMorgan Realty Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
12% more funds holding
Funds holding: 50 → 56 (+6)
9% more capital invested
Capital invested by funds: $349M → $382M (+$32.8M)
0.85% more ownership
Funds ownership: 84.42% → 85.27% (+0.85%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18.1M |
| 2 |
AFS
Anderson Financial Strategies
Dayton,
Ohio
|
+$6.34M |
| 3 |
FAT
First American Trust
Santa Ana,
California
|
+$4.7M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.24M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAWM
Capital A Wealth Management
New Castle,
Pennsylvania
|
-$5.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$764K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$270K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$228K |
| 5 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCTC
51
Perkins Coie Trust Company
Seattle,
Washington
| $5.24K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $3.48K | +$3.44K | +73 | New |
|
|
CTC
53
Central Trust Company
Jefferson City,
Missouri
| $620 | – | – | – |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $619 | – | – | – |
|
|
CAWM
55
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$5.49M | -113,982 | Closed |
|
|
RA
56
RFG Advisory
Birmingham,
Alabama
| – | -$270K | -5,610 | Closed |
|
|
MFS
57
Mattson Financial Services
Kentwood,
Michigan
| – | -$76.3K | -1,584 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6.37K | -135 | -94% |
|
59
Jones Financial Companies
Des Peres,
Missouri
| – | -$5.4K | -113 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$5.3K | -110 | Closed |
|
|
FFA
61
Farther Finance Advisors
San Francisco,
California
| – | -$1.83K | -38 | Closed |
|
62
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$189 | -4 | -80% |
|
JPRE Hedge Fund Activity: Q2 2025 in Review
56 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2025, worth a combined $382M — up 9.4% from $349M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPRE positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $18.1M. The largest seller was Capital A Wealth Management, exiting entirely with an estimated $5.49M sold.
- 56 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2025, up from 50 in Q1 2025.
- Funds reported $382M of JPMorgan Realty Income ETF stock for Q2 2025, up 9.4% quarter-over-quarter.
- 12 funds opened new JPMorgan Realty Income ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
- The largest JPMorgan Realty Income ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $18.1M added.
- The largest JPMorgan Realty Income ETF seller in Q2 2025 was Capital A Wealth Management, an estimated $5.49M sold.
Based on aggregated 13F filings for Q2 2025.