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JPMorgan Realty Income ETF
JPRE

38 hedge funds and large institutions have $302M invested in JPMorgan Realty Income ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

27% more funds holding

Funds holding: 30 → 38 (+8)

6% more capital invested

Capital invested by funds: $284M → $302M (+$18.4M)

0.08% less ownership

Funds ownership: 86.01% → 85.94% (-0.08%)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$6.09M
2
FFA
First Foundation Advisors
California
+$3.65M
3
LPL Financial
LPL Financial
California
+$3.35M
4
BWG
Beta Wealth Group
California
+$1.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$992K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$47.7K
2
OFG
OmniStar Financial Group
North Carolina
-$24.1K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.36K
4
SAM
Smartleaf Asset Management
Massachusetts
-$43
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$267M +$992K +23,233 +0.4%
NPT
2
National Philanthropic Trust
Pennsylvania
$7.37M +$165K +3,860 +2%
GI
3
Gradient Investments
Minnesota
$6.29M +$6.09M +142,562 New
FFA
4
First Foundation Advisors
California
$4.03M +$3.65M +85,401 +1,415%
LPL Financial
5
LPL Financial
California
$3.87M +$3.35M +78,472 +848%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.49M +$512K +11,988 +18%
BWG
7
Beta Wealth Group
California
$2.55M +$1.3M +30,442 +111%
AssetMark Inc
8
AssetMark Inc
California
$1.24M +$23K +538 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.15M +$381K +8,914 +52%
Goldman Sachs
10
Goldman Sachs
New York
$717K – – –
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$695K +$673K +15,761 New
BFA
12
Bill Few Associates
Pennsylvania
$612K +$5.55K +130 +0.9%
TRCT
13
Tower Research Capital (TRC)
New York
$544K +$490K +11,462 +1,297%
OFG
14
OmniStar Financial Group
North Carolina
$441K -$24.1K -564 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$414K +$15.7K +368 +4%
CAC
16
Certified Advisory Corp
Florida
$391K +$2.18K +51 +0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$311K +$8.37K +196 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$278K +$72.4K +1,694 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$202K +$195K +4,574 New
Osaic Holdings
20
Osaic Holdings
Arizona
$87.7K -$47.7K -1,117 -36%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$77.4K +$33.3K +779 +80%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$72K +$69.7K +1,632 +163,200%
Morgan Stanley
23
Morgan Stanley
New York
$54K – – –
MFS
24
Mattson Financial Services
Michigan
$48.4K +$46.9K +1,098 New
CFFP
25
Center for Financial Planning
Michigan
$43.3K – – –
1
2

JPRE Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2024, worth a combined $302M — up 6.5% from $284M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPRE positions and 0 closed out — a net gain of 9 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $6.09M. The largest seller was Osaic Holdings, cutting an estimated $47.7K.

  • 38 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2024, up from 30 in Q1 2024.
  • Funds reported $302M of JPMorgan Realty Income ETF stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 9 funds opened new JPMorgan Realty Income ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q2 2024 was Gradient Investments, an estimated $6.09M added.
  • The largest JPMorgan Realty Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $47.7K sold.

Based on aggregated 13F filings for Q2 2024.