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JPMorgan Realty Income ETF

49 hedge funds and large institutions have $315M invested in JPMorgan Realty Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$272M 5,759,188 +330,231 +6%
GI
2
Gradient Investments
Minnesota
$6.62M 140,068 -8,784 -6%
FFA
3
First Foundation Advisors
California
$6.06M 128,155 +18,314 +17%
LPL Financial
4
LPL Financial
California
$4.69M 99,194 +3,000 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.06M 64,786 -11,875 -15%
BWG
6
Beta Wealth Group
California
$3.01M 63,750 +1,701 +3%
PSCM
7
Per Stirling Capital Management
Texas
$2.84M 60,041 +3,754 +7%
AssetMark Inc
8
AssetMark Inc
California
$2.21M 46,747 +441 +1%
OC
9
Oarsman Capital
Wisconsin
$1.74M 36,729 +36,374 +10,246%
OMC
10
Old Mission Capital
Illinois
$1.17M 24,794 +24,794 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.08M 22,740 +9,530 +72%
EA
12
Eclectic Associates
California
$1.03M 21,869 +14,634 +202%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$920K 19,456 +2,757 +17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$913K 19,302 +12,299 +176%
SFC
15
Swisher Financial Concepts
Ohio
$893K 18,884 -13,663 -42%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$850K 17,973 -66,273 -79%
Bank of America
17
Bank of America
North Carolina
$800K 16,926 +16,926 New
Goldman Sachs
18
Goldman Sachs
New York
$769K 16,261 -15,094 -48%
BFA
19
Bill Few Associates
Pennsylvania
$643K 13,591 -283 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$568K 12,017 +3,960 +49%
CAC
21
Certified Advisory Corp
Florida
$424K 8,976 +65 +0.7%
WA
22
Whipplewood Advisors
Colorado
$364K 7,695 +7,695 New
MAMG
23
Milestone Asset Management Group
Connecticut
$354K 7,483 +7,483 New
SAM
24
Synergy Asset Management
Washington
$315K 6,652 +6,652 New
MML Investors Services
25
MML Investors Services
Massachusetts
$252K 5,327 -42 -0.8%