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JPMorgan Realty Income ETF

47 hedge funds and large institutions have $330M invested in JPMorgan Realty Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

24% more funds holding

Funds holding: 3847 (+9)

9% more capital invested

Capital invested by funds: $302M → $330M (+$27.6M)

2.64% less ownership

Funds ownership: 85.94%83.3% (-2.6%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
8
Closed
3
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
$277M -$30M -622,106 -10%
NPT
2
National Philanthropic Trust
Pennsylvania
$8.05M -$438K -9,081 -5%
GI
3
Gradient Investments
Minnesota
$7.58M +$304K +6,290 +4%
FFA
4
First Foundation Advisors
California
$5.6M +$888K +18,405 +20%
LPL Financial
5
LPL Financial
California
$4.9M +$409K +8,464 +10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.29M +$3.61M +74,848 +796%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.91M -$117K -2,427 -3%
BWG
8
Beta Wealth Group
California
$3.16M +$203K +4,211 +7%
PSCM
9
Per Stirling Capital Management
Texas
$2.87M +$2.72M +56,287 New
AssetMark Inc
10
AssetMark Inc
California
$2.36M +$882K +18,272 +65%
SFC
11
Swisher Financial Concepts
Ohio
$1.63M +$1.57M +32,547 New
Goldman Sachs
12
Goldman Sachs
New York
$1.6M +$729K +15,094 +93%
RJA
13
Raymond James & Associates
Florida
$1.18M +$1.12M +23,148 New
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$851K +$45.3K +938 +6%
BFA
15
Bill Few Associates
Pennsylvania
$707K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$673K -$621K -12,856 -49%
Citadel Advisors
17
Citadel Advisors
Florida
$660K +$626K +12,961 New
CAC
18
Certified Advisory Corp
Florida
$454K +$2.37K +49 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$410K +$48K +994 +14%
EA
20
Eclectic Associates
California
$368K +$349K +7,235 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$357K +$33.2K +688 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$273K +$38.4K +795 +17%
HCM
23
Hengehold Capital Management
Ohio
$227K +$215K +4,451 New
OFG
24
OmniStar Financial Group
North Carolina
$216K -$279K -5,777 -58%
Osaic Holdings
25
Osaic Holdings
Arizona
$169K +$63.7K +1,320 +66%

JPRE Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2024, worth a combined $330M — up 9.1% from $302M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPRE positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.61M. The largest seller was JP Morgan Chase, cutting an estimated $30M.

  • 47 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $330M of JPMorgan Realty Income ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 12 funds opened new JPMorgan Realty Income ETF positions in Q3 2024 and 3 closed out, a net change of +9 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $3.61M added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2024 was JP Morgan Chase, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.