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JPMorgan Realty Income ETF

29 hedge funds and large institutions have $276M invested in JPMorgan Realty Income ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% 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
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$264M 6,027,830 -163,824 -3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.94M 67,100 +44,410 +196%
CAN
3
Cetera Advisor Networks
California
$1.88M 42,872 -75 -0.2%
AssetMark Inc
4
AssetMark Inc
California
$1.21M 27,496 +1,969 +8%
BWG
5
Beta Wealth Group
California
$1.2M 27,396 +4,634 +20%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$752K 17,152 +17,152 New
Goldman Sachs
7
Goldman Sachs
New York
$713K 16,261 -1,077 -6%
BFA
8
Bill Few Associates
Pennsylvania
$603K 13,744 +770 +6%
OFG
9
OmniStar Financial Group
North Carolina
$464K 10,571 +10,571 New
LPL Financial
10
LPL Financial
California
$406K 9,258 +785 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$396K 9,030 +9,030 New
CAC
12
Certified Advisory Corp
Florida
$386K 8,811 +34 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$301K 6,867 -556 -7%
FFA
14
First Foundation Advisors
California
$265K 6,035 +6,035 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$203K 4,621 +4,621 New
Osaic Holdings
16
Osaic Holdings
Arizona
$136K 3,106 -1,530 -33%
Morgan Stanley
17
Morgan Stanley
New York
$53.7K 1,224 -1,222 -50%
CFFP
18
Center for Financial Planning
Michigan
$43K 981
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$42.8K 976
PTC
20
Private Trust Company
Ohio
$41.9K 955
TRCT
21
Tower Research Capital (TRC)
New York
$38.8K 884 +721 +442%
GRP
22
Global Retirement Partners
California
$28.5K 651 +599 +1,152%
SAM
23
Smartleaf Asset Management
Massachusetts
$18.6K 427 +2 +0.5%
CIAS
24
Capital Investment Advisory Services
North Carolina
$14.9K 339
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$11K 245 +1 +0.4%