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JPMorgan Realty Income ETF

26 hedge funds and large institutions have $269M invested in JPMorgan Realty Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2526 (+1)

0.54% less ownership

Funds ownership: 86.79%86.25% (-0.54%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

22% less capital invested

Capital invested by funds: $346M → $269M (-$77.7M)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
9
Closed
2
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
$262M -$54M -1,289,025 -16%
CAN
2
Cetera Advisor Networks
California
$1.67M -$17.3K -414 -1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$685K +$736K +17,591 New
Goldman Sachs
4
Goldman Sachs
New York
$633K
BWG
5
Beta Wealth Group
California
$612K +$24.1K +575 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$437K +$427K +10,202 +1,000%
LPL Financial
7
LPL Financial
California
$418K -$19.1K -455 -4%
TRCT
8
Tower Research Capital (TRC)
New York
$329K +$145K +3,462 +70%
Financial Engines Advisors
9
Financial Engines Advisors
California
$307K -$373K -8,899 -53%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$294K -$165K -3,939 -34%
BFA
11
Bill Few Associates
Pennsylvania
$243K +$17.3K +414 +7%
HCM
12
Hengehold Capital Management
Ohio
$235K -$27.1K -647 -10%
Morgan Stanley
13
Morgan Stanley
New York
$137K +$84.7K +2,023 +135%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$87.9K -$68.5K -1,637 -42%
Osaic Holdings
15
Osaic Holdings
Arizona
$63.8K -$40.4K -964 -37%
Bank of America
16
Bank of America
North Carolina
$43.7K +$2.85K +68 +6%
CFFP
17
Center for Financial Planning
Michigan
$38.2K
PTC
18
Private Trust Company
Ohio
$37.2K +$40K +955 New
WOSD
19
WFA of San Diego
California
$19.4K
UBS Group
20
UBS Group
Switzerland
$16.2K
CIAS
21
Capital Investment Advisory Services
North Carolina
$13.2K
BWS
22
Buck Wealth Strategies
Colorado
$12.3K +$13.2K +316 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K -$3.35K -80 -25%
PCTC
24
Perkins Coie Trust Company
Washington
$4.28K
KFS
25
Kelly Financial Services
Massachusetts
$1.9K +$42 +1 +2%

JPRE Hedge Fund Activity: Q3 2023 in Review

26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2023, worth a combined $269M — down 22% from $346M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPRE positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $736K. The largest seller was JP Morgan Chase, cutting an estimated $54M.

  • 26 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $269M of JPMorgan Realty Income ETF stock for Q3 2023, down 22% quarter-over-quarter.
  • 3 funds opened new JPMorgan Realty Income ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2023 was Cetera Investment Advisers, an estimated $736K added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $54M sold.

Based on aggregated 13F filings for Q3 2023.