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JPMorgan Realty Income ETF

48 hedge funds and large institutions have $340M invested in JPMorgan Realty Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$270M
FFA
2
First Foundation Advisors
California
$23.7M
GI
3
Gradient Investments
Minnesota
$7.24M
LPL Financial
4
LPL Financial
California
$5.68M
CAWM
5
Capital A Wealth Management
Pennsylvania
$5.49M
BWG
6
Beta Wealth Group
California
$4.45M
Raymond James Financial
7
Raymond James Financial
Florida
$2.77M
OC
8
Oarsman Capital
Wisconsin
$2.53M
EA
9
Eclectic Associates
California
$2.26M
AssetMark Inc
10
AssetMark Inc
California
$2.25M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.01M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$942K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$901K
Bank of America
15
Bank of America
North Carolina
$824K
Goldman Sachs
16
Goldman Sachs
New York
$784K
SFC
17
Swisher Financial Concepts
Ohio
$749K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$700K
AAS
19
Avantax Advisory Services
Texas
$662K
BFA
20
Bill Few Associates
Pennsylvania
$661K
CAC
21
Certified Advisory Corp
Florida
$435K
MAMG
22
Milestone Asset Management Group
Connecticut
$433K
BAM
23
Belpointe Asset Management
Nevada
$427K
WA
24
Whipplewood Advisors
Colorado
$396K
IAA
25
Independence Asset Advisors
Pennsylvania
$387K