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JPMorgan Realty Income ETF

50 hedge funds and large institutions have $324M invested in JPMorgan Realty Income ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 4750 (+3)

4.99% more ownership

Funds ownership: 83.3%88.29% (+5%)

2% less capital invested

Capital invested by funds: $330M → $324M (-$6.14M)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
10
Closed
6
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
$272M +$16.4M +330,231 +6%
NPT
2
National Philanthropic Trust
Pennsylvania
$8.3M +$867K +17,438 +11%
GI
3
Gradient Investments
Minnesota
$6.62M -$437K -8,784 -6%
FFA
4
First Foundation Advisors
California
$6.06M +$910K +18,314 +17%
LPL Financial
5
LPL Financial
California
$4.69M +$149K +3,000 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.06M -$590K -11,875 -15%
BWG
7
Beta Wealth Group
California
$3.01M +$84.5K +1,701 +3%
PSCM
8
Per Stirling Capital Management
Texas
$2.84M +$187K +3,754 +7%
AssetMark Inc
9
AssetMark Inc
California
$2.21M +$21.9K +441 +1%
OC
10
Oarsman Capital
Wisconsin
$1.74M +$1.81M +36,374 +10,246%
OMC
11
Old Mission Capital
Illinois
$1.17M +$1.23M +24,794 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.08M +$474K +9,530 +72%
EA
13
Eclectic Associates
California
$1.03M +$727K +14,634 +202%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$920K +$137K +2,757 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$913K +$611K +12,299 +176%
SFC
16
Swisher Financial Concepts
Ohio
$893K -$679K -13,663 -42%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$850K -$3.29M -66,273 -79%
Bank of America
18
Bank of America
North Carolina
$800K +$841K +16,926 New
Goldman Sachs
19
Goldman Sachs
New York
$769K -$750K -15,094 -48%
BFA
20
Bill Few Associates
Pennsylvania
$643K -$14.1K -283 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$568K +$197K +3,960 +49%
CAC
22
Certified Advisory Corp
Florida
$424K +$3.23K +65 +0.7%
WA
23
Whipplewood Advisors
Colorado
$364K +$382K +7,695 New
MAMG
24
Milestone Asset Management Group
Connecticut
$354K +$372K +7,483 New
SAM
25
Synergy Asset Management
Washington
$315K +$331K +6,652 New

JPRE Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2024, worth a combined $324M — down 1.9% from $330M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPRE positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.29M.

  • 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $324M of JPMorgan Realty Income ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Realty Income ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $16.4M added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.