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JPMorgan Realty Income ETF

37 hedge funds and large institutions have $295M invested in JPMorgan Realty Income ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$267M 6,051,063 +23,233 +0.4%
GI
2
Gradient Investments
Minnesota
$6.29M 142,562 +142,562 New
FFA
3
First Foundation Advisors
California
$4.03M 91,436 +85,401 +1,415%
LPL Financial
4
LPL Financial
California
$3.87M 87,730 +78,472 +848%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.49M 79,088 +11,988 +18%
BWG
6
Beta Wealth Group
California
$2.55M 57,838 +30,442 +111%
AssetMark Inc
7
AssetMark Inc
California
$1.24M 28,034 +538 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.15M 26,066 +8,914 +52%
Goldman Sachs
9
Goldman Sachs
New York
$717K 16,261
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$695K 15,761 +15,761 New
BFA
11
Bill Few Associates
Pennsylvania
$612K 13,874 +130 +0.9%
TRCT
12
Tower Research Capital (TRC)
New York
$544K 12,346 +11,462 +1,297%
OFG
13
OmniStar Financial Group
North Carolina
$441K 10,007 -564 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$414K 9,398 +368 +4%
CAC
15
Certified Advisory Corp
Florida
$391K 8,862 +51 +0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$311K 7,063 +196 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$278K 6,315 +1,694 +37%
MML Investors Services
18
MML Investors Services
Massachusetts
$202K 4,574 +4,574 New
Osaic Holdings
19
Osaic Holdings
Arizona
$87.7K 1,989 -1,117 -36%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$77.4K 1,755 +779 +80%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$72K 1,633 +1,632 +163,200%
Morgan Stanley
22
Morgan Stanley
New York
$54K 1,224
MFS
23
Mattson Financial Services
Michigan
$48.4K 1,098 +1,098 New
CFFP
24
Center for Financial Planning
Michigan
$43.3K 981
PTC
25
Private Trust Company
Ohio
$42.1K 955