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JPMorgan Realty Income ETF

50 hedge funds and large institutions have $349M invested in JPMorgan Realty Income ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $324M → $349M (+$25.4M)

0% more funds holding

Funds holding: 5050 (0)

3.87% less ownership

Funds ownership: 88.29%84.42% (-3.9%)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
7
Closed
10
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
$270M -$7.58M -158,312 -3%
FFA
2
First Foundation Advisors
California
$23.7M +$17.4M +363,862 +284%
NPT
3
National Philanthropic Trust
Pennsylvania
$9.05M +$592K +12,356 +7%
GI
4
Gradient Investments
Minnesota
$7.24M +$483K +10,095 +7%
LPL Financial
5
LPL Financial
California
$5.68M +$897K +18,725 +19%
CAWM
6
Capital A Wealth Management
Pennsylvania
$5.49M +$5.46M +113,982 New
BWG
7
Beta Wealth Group
California
$4.45M +$1.37M +28,584 +45%
Raymond James Financial
8
Raymond James Financial
Florida
$2.77M +$2.52M +52,589 +1,079%
OC
9
Oarsman Capital
Wisconsin
$2.53M +$755K +15,774 +43%
EA
10
Eclectic Associates
California
$2.26M +$1.2M +25,070 +115%
AssetMark Inc
11
AssetMark Inc
California
$2.25M -$4.55K -95 -0.2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.01M -$1.11M -23,139 -36%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.07M +$138K +2,889 +15%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$942K +$3.88K +81 +0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$901K +$34.6K +723 +4%
Bank of America
16
Bank of America
North Carolina
$824K +$7.9K +165 +1%
Goldman Sachs
17
Goldman Sachs
New York
$784K
SFC
18
Swisher Financial Concepts
Ohio
$749K -$160K -3,344 -18%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$700K +$120K +2,515 +21%
AAS
20
Avantax Advisory Services
Texas
$662K +$658K +13,733 New
BFA
21
Bill Few Associates
Pennsylvania
$661K +$5.75K +120 +0.9%
CAC
22
Certified Advisory Corp
Florida
$435K +$1.92K +40 +0.4%
MAMG
23
Milestone Asset Management Group
Connecticut
$433K +$71.5K +1,494 +20%
BAM
24
Belpointe Asset Management
Nevada
$427K +$424K +8,856 New
WA
25
Whipplewood Advisors
Colorado
$396K -$204K -4,262 -55%

JPRE Hedge Fund Activity: Q1 2025 in Review

50 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q1 2025, worth a combined $349M — up 7.9% from $324M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPRE positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 7 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $17.4M. The largest seller was JP Morgan Chase, cutting an estimated $7.58M.

  • 50 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $349M of JPMorgan Realty Income ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Realty Income ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Realty Income ETF buyer in Q1 2025 was First Foundation Advisors, an estimated $17.4M added.
  • The largest JPMorgan Realty Income ETF seller in Q1 2025 was JP Morgan Chase, an estimated $7.58M sold.

Based on aggregated 13F filings for Q1 2025.