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JPMorgan Realty Income ETF

26 hedge funds and large institutions have $452M invested in JPMorgan Realty Income ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$442M 10,466,369 -3,926,252 -27%
AssetMark Inc
2
AssetMark Inc
California
$3.14M 74,372 +74,243 +57,553%
CAN
3
Cetera Advisor Networks
California
$1.49M 35,298 +2,278 +7%
Financial Engines Advisors
4
Financial Engines Advisors
California
$974K 23,054 +23,054 New
Goldman Sachs
5
Goldman Sachs
New York
$687K 16,261 +16,261 New
BWG
6
Beta Wealth Group
California
$546K 12,914 +12,914 New
LPL Financial
7
LPL Financial
California
$509K 12,042 +1,846 +18%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$443K 10,479 -7,220 -41%
WFA
9
Wellspring Financial Advisors
Ohio
$399K 9,441 +23 +0.2%
Osaic Holdings
10
Osaic Holdings
Arizona
$322K 7,624 +4,571 +150%
HCM
11
Hengehold Capital Management
Ohio
$291K 6,881 +9 +0.1%
PAG
12
Private Advisor Group
New Jersey
$264K 6,244 +6,244 New
BFA
13
Bill Few Associates
Pennsylvania
$229K 5,419 -87 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$165K 3,894 -558 -13%
TRCT
15
Tower Research Capital (TRC)
New York
$99K 2,345 -10,280 -81%
Morgan Stanley
16
Morgan Stanley
New York
$64.8K 1,534
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$45K 1,074 +1,073 +107,300%
CFFP
18
Center for Financial Planning
Michigan
$41.5K 981
UBS Group
19
UBS Group
Switzerland
$36.3K 859 -862 -50%
CIAS
20
Capital Investment Advisory Services
North Carolina
$14.3K 339
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$13K 296 +1 +0.3%
PCTC
22
Perkins Coie Trust Company
Washington
$4.65K 110
AAS
23
Ameritas Advisory Services
Nebraska
$4.61K 109 +109 New
KFS
24
Kelly Financial Services
Massachusetts
$2.03K 48
Wells Fargo
25
Wells Fargo
California
$1.31K 31