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JPMorgan Realty Income ETF
JPRE

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: 55 → 68 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NPT
National Philanthropic Trust
Pennsylvania
+$1.84M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.7M
3
EA
Eclectic Associates
California
+$1.26M
4
OCM
One Capital Management
California
+$1.11M
5
Wells Fargo
Wells Fargo
California
+$986K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$47.8M
2
FAT
First American Trust
California
-$4.64M
3
FFA
First Foundation Advisors
California
-$1.41M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.15M
5
JWCA
J.W. Cole Advisors
Florida
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$28K – – –
GRP
52
Global Retirement Partners
California
$27.7K – – –
MWA
53
Medallion Wealth Advisors
Connecticut
$25.7K – – –
WOSD
54
WFA of San Diego
California
$20.7K – – –
SAM
55
Smartleaf Asset Management
Massachusetts
$20.1K – – –
AF
56
Advisornet Financial
Minnesota
$19K +$379 +8 +2%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$18K – – –
NA
58
NewEdge Advisors
Louisiana
$17.8K +$379 +8 +2%
CIAS
59
Capital Investment Advisory Services
North Carolina
$15.8K – – –
CAL
60
Capital Analysts LLC
Pennsylvania
$14K +$13.7K +290 New
AWM
61
AE Wealth Management
Kansas
$13.3K +$13.5K +284 New
FFA
62
Farther Finance Advisors
California
$13.2K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$10.1K +$10.2K +215 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$4.91K +$4.97K +105 New
VR
65
Vision Retirement
New Jersey
$4.03K +$4.07K +86 New
US Bancorp
66
US Bancorp
Minnesota
$2.99K +$3.03K +64 New
SPIA
67
Steward Partners Investment Advisory
New York
$607 – – –
JWCA
68
J.W. Cole Advisors
Florida
– -$225K -4,702 Closed
1 2
3

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.