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JPMorgan Realty Income ETF
JPRE

26 hedge funds and large institutions have $777M invested in JPMorgan Realty Income ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81.86% more ownership

Funds ownership: 0% → 81.86% (+82%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$786M
2
AssetMark Inc
AssetMark Inc
California
+$2.1M
3
CAN
Cetera Advisor Networks
California
+$1.58M
4
Jane Street
Jane Street
New York
+$1.4M
5
BWG
Beta Wealth Group
California
+$1.17M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$769M +$786M +15,864,191 New
AssetMark Inc
2
AssetMark Inc
California
$2.06M +$2.1M +42,406 New
CAN
3
Cetera Advisor Networks
California
$1.54M +$1.58M +31,885 New
Jane Street
4
Jane Street
New York
$1.37M +$1.4M +28,305 New
BWG
5
Beta Wealth Group
California
$1.14M +$1.17M +23,558 New
LPL Financial
6
LPL Financial
California
$605K +$619K +12,497 New
HCM
7
Hengehold Capital Management
Ohio
$468K +$478K +9,658 New
Osaic Holdings
8
Osaic Holdings
Arizona
$339K +$347K +7,006 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$275K +$282K +5,690 New
BFA
10
Bill Few Associates
Pennsylvania
$241K +$246K +4,965 New
RJA
11
Raymond James & Associates
Florida
$222K +$227K +4,582 New
UBS Group
12
UBS Group
Switzerland
$141K +$145K +2,922 New
Morgan Stanley
13
Morgan Stanley
New York
$98K +$101K +2,029 New
AF
14
Allworth Financial
California
$73K +$75.1K +1,516 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$57K +$58.2K +1,174 New
CFFP
16
Center for Financial Planning
Michigan
$48K +$48.6K +981 New
WOSD
17
WFA of San Diego
California
$24K +$24.7K +499 New
APA
18
American Portfolios Advisors
New York
$16.4K +$16.8K +339 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$16K +$16.8K +339 New
IA
20
IFP Advisors
Florida
$11K +$10.9K +221 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +223 New
PCTC
22
Perkins Coie Trust Company
Washington
$5K +$5.45K +110 New
KFS
23
Kelly Financial Services
Massachusetts
$2.09K +$2.13K +43 New
Wells Fargo
24
Wells Fargo
California
$2K +$1.54K +31 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$545 +11 New
1
2

JPRE Hedge Fund Activity: Q2 2022 in Review

26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2022, worth a combined $777M.

Buyers outnumbered sellers: 26 funds opened new JPRE positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $786M.

  • 26 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2022, up from 0 in Q1 2022.
  • Funds reported $777M of JPMorgan Realty Income ETF stock for Q2 2022.
  • 26 funds opened new JPMorgan Realty Income ETF positions in Q2 2022 and 0 closed out, a net change of +26 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $786M added.

Based on aggregated 13F filings for Q2 2022.