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JPMorgan Realty Income ETF

28 hedge funds and large institutions have $289M invested in JPMorgan Realty Income ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$279M 6,191,654 -545,858 -8%
CAN
2
Cetera Advisor Networks
California
$1.93M 42,947 +173 +0.4%
RWA
3
Redhawk Wealth Advisors
Minnesota
$1.46M 32,485 +32,485 New
AssetMark Inc
4
AssetMark Inc
California
$1.15M 25,527 +25,495 +79,672%
BWG
5
Beta Wealth Group
California
$1.02M 22,762 +7,058 +45%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.02M 22,690 +5,099 +29%
Goldman Sachs
7
Goldman Sachs
New York
$780K 17,338 +1,077 +7%
BFA
8
Bill Few Associates
Pennsylvania
$584K 12,974 +6,735 +108%
CAC
9
Certified Advisory Corp
Florida
$395K 8,777 +8,777 New
LPL Financial
10
LPL Financial
California
$381K 8,473 -2,250 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$334K 7,423 +7,423 New
Financial Engines Advisors
12
Financial Engines Advisors
California
$331K 7,363 -517 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$209K 4,636 +2,998 +183%
HCM
14
Hengehold Capital Management
Ohio
$200K 4,451 -1,577 -26%
Morgan Stanley
15
Morgan Stanley
New York
$110K 2,446 -1,077 -31%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$72K 1,608 -9,614 -86%
CFFP
17
Center for Financial Planning
Michigan
$44.2K 981
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$43.9K 976 -1,281 -57%
PTC
19
Private Trust Company
Ohio
$43K 955
SAM
20
Smartleaf Asset Management
Massachusetts
$19.4K 425 +425 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$15.3K 339
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$11K 244 +2 +0.8%
TRCT
23
Tower Research Capital (TRC)
New York
$7.34K 163 -8,280 -98%
PCTC
24
Perkins Coie Trust Company
Washington
$4.95K 110
UBS Group
25
UBS Group
Switzerland
$4.1K 91 -326 -78%