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JPMorgan Realty Income ETF

25 hedge funds and large institutions have $675M invested in JPMorgan Realty Income ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 81.86%83.69% (+1.8%)

4% less funds holding

Funds holding: 2625 (-1)

13% less capital invested

Capital invested by funds: $777M → $675M (-$102M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$669M -$12.2M -246,641 -2%
CAN
2
Cetera Advisor Networks
California
$1.45M +$101K +2,048 +6%
WFA
3
Wellspring Financial Advisors
Ohio
$1.4M +$1.61M +32,642 New
Bank of America
4
Bank of America
North Carolina
$534K +$617K +12,463 New
HCM
5
Hengehold Capital Management
Ohio
$414K +$594 +12 +0.1%
LPL Financial
6
LPL Financial
California
$388K -$170K -3,442 -28%
TRCT
7
Tower Research Capital (TRC)
New York
$293K +$338K +6,836 New
Osaic Holdings
8
Osaic Holdings
Arizona
$240K -$71.4K -1,443 -21%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$238K -$6.13K -124 -2%
BWG
10
Beta Wealth Group
California
$237K -$892K -18,021 -76%
BFA
11
Bill Few Associates
Pennsylvania
$212K
Morgan Stanley
12
Morgan Stanley
New York
$76K -$12.6K -255 -13%
UBS Group
13
UBS Group
Switzerland
$56K -$79.5K -1,607 -55%
CFFP
14
Center for Financial Planning
Michigan
$42K
AF
15
Allworth Financial
California
$22K -$49.2K -995 -66%
CIAS
16
Capital Investment Advisory Services
North Carolina
$15K
APA
17
American Portfolios Advisors
New York
$14.5K
AssetMark Inc
18
AssetMark Inc
California
$14K -$2.08M -42,089 -99%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.92K +59 +26%
IA
20
IFP Advisors
Florida
$11K
PCTC
21
Perkins Coie Trust Company
Washington
$5K
KFS
22
Kelly Financial Services
Massachusetts
$1.86K
Wells Fargo
23
Wells Fargo
California
$1K
Jane Street
24
Jane Street
New York
-$1.37M -28,305 Closed
RJA
25
Raymond James & Associates
Florida
-$222K -4,582 Closed

JPRE Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2022, worth a combined $675M — down 13% from $777M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JPRE and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 3 added.

The largest buyer was Wellspring Financial Advisors, opening a new position worth an estimated $1.61M. The largest seller was JP Morgan Chase, cutting an estimated $12.2M.

  • 25 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2022, down from 26 in Q2 2022.
  • Funds reported $675M of JPMorgan Realty Income ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 4 funds opened new JPMorgan Realty Income ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2022 was Wellspring Financial Advisors, an estimated $1.61M added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2022 was JP Morgan Chase, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.