We are live on ! Find out more
JPRE icon

JPMorgan Realty Income ETF

28 hedge funds and large institutions have $597M invested in JPMorgan Realty Income ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

12% more funds holding

Funds holding: 2528 (+3)

7.93% more ownership

Funds ownership: 83.69%91.62% (+7.9%)

12% less capital invested

Capital invested by funds: $675M → $597M (-$78.4M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
9
Closed
3
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
$591M -$53.6M -1,224,929 -8%
CAN
2
Cetera Advisor Networks
California
$1.36M -$39.9K -913 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$727K +$774K +17,699 New
Citadel Advisors
4
Citadel Advisors
Florida
$521K +$555K +12,677 New
TRCT
5
Tower Research Capital (TRC)
New York
$519K +$253K +5,789 +85%
LPL Financial
6
LPL Financial
California
$419K +$49.9K +1,141 +13%
WFA
7
Wellspring Financial Advisors
Ohio
$387K -$1.02M -23,224 -71%
HCM
8
Hengehold Capital Management
Ohio
$282K -$122K -2,798 -29%
BFA
9
Bill Few Associates
Pennsylvania
$226K +$23.7K +541 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$223K -$5.25K -120 -2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$183K +$195K +4,452 New
Osaic Holdings
12
Osaic Holdings
Arizona
$123K -$110K -2,510 -45%
UBS Group
13
UBS Group
Switzerland
$70.7K +$17.8K +406 +31%
Morgan Stanley
14
Morgan Stanley
New York
$63K -$10.5K -240 -14%
CFFP
15
Center for Financial Planning
Michigan
$40.3K
CAL
16
Capital Analysts LLC
Pennsylvania
$37K +$39.4K +900 New
AF
17
Allworth Financial
California
$23.5K +$2.23K +51 +10%
WOSD
18
WFA of San Diego
California
$20.5K +$21.8K +499 New
MPCL
19
My Personal CFO LLC
Washington
$17.9K +$19K +435 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$13.9K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$12K +$569 +13 +5%
IA
22
IFP Advisors
Florida
$9K -$1.49K -34 -15%
AssetMark Inc
23
AssetMark Inc
California
$5.3K -$8.22K -188 -59%
PCTC
24
Perkins Coie Trust Company
Washington
$4.52K
KFS
25
Kelly Financial Services
Massachusetts
$1.95K +$219 +5 +12%

JPRE Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2022, worth a combined $597M — down 12% from $675M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPRE positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $774K. The largest seller was JP Morgan Chase, cutting an estimated $53.6M.

  • 28 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $597M of JPMorgan Realty Income ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 7 funds opened new JPMorgan Realty Income ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $774K added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2022 was JP Morgan Chase, an estimated $53.6M sold.

Based on aggregated 13F filings for Q4 2022.