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JPMorgan Realty Income ETF

25 hedge funds and large institutions have $346M invested in JPMorgan Realty Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2625 (-1)

4.15% less ownership

Funds ownership: 90.94%86.79% (-4.1%)

23% less capital invested

Capital invested by funds: $452M → $346M (-$106M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
4
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
$340M -$102M -2,439,832 -23%
CAN
2
Cetera Advisor Networks
California
$1.83M +$329K +7,890 +22%
Financial Engines Advisors
3
Financial Engines Advisors
California
$711K -$262K -6,275 -27%
Goldman Sachs
4
Goldman Sachs
New York
$689K
BWG
5
Beta Wealth Group
California
$641K +$92.3K +2,215 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$486K +$41.6K +998 +10%
LPL Financial
7
LPL Financial
California
$474K -$36K -864 -7%
HCM
8
Hengehold Capital Management
Ohio
$283K -$8.59K -206 -3%
BFA
9
Bill Few Associates
Pennsylvania
$247K +$16.9K +406 +7%
TRCT
10
Tower Research Capital (TRC)
New York
$211K +$110K +2,636 +112%
Citadel Advisors
11
Citadel Advisors
Florida
$210K +$206K +4,946 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$165K
Osaic Holdings
13
Osaic Holdings
Arizona
$110K -$209K -5,022 -66%
Morgan Stanley
14
Morgan Stanley
New York
$63.6K -$1.42K -34 -2%
Bank of America
15
Bank of America
North Carolina
$44.7K +$44K +1,055 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$43K -$2.25K -54 -5%
CFFP
17
Center for Financial Planning
Michigan
$41.6K
WOSD
18
WFA of San Diego
California
$21.1K +$20.8K +499 New
UBS Group
19
UBS Group
Switzerland
$17.7K -$18.4K -442 -51%
CIAS
20
Capital Investment Advisory Services
North Carolina
$14.4K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$14K +$1.08K +26 +9%
PCTC
22
Perkins Coie Trust Company
Washington
$4.66K
KFS
23
Kelly Financial Services
Massachusetts
$2.05K
AssetMark Inc
24
AssetMark Inc
California
$1.36K -$3.1M -74,340 -100%
Wells Fargo
25
Wells Fargo
California
$1.31K

JPRE Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2023, worth a combined $346M — down 23% from $452M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JPRE and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.

The largest buyer was Cetera Advisor Networks, adding an estimated $329K. The largest seller was JP Morgan Chase, cutting an estimated $102M.

  • 25 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $346M of JPMorgan Realty Income ETF stock for Q2 2023, down 23% quarter-over-quarter.
  • 3 funds opened new JPMorgan Realty Income ETF positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest JPMorgan Realty Income ETF buyer in Q2 2023 was Cetera Advisor Networks, an estimated $329K added.
  • The largest JPMorgan Realty Income ETF seller in Q2 2023 was JP Morgan Chase, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2023.