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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.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
25
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$270M 5,600,876 -158,312 -3%
FFA
2
First Foundation Advisors
California
$23.7M 492,017 +363,862 +284%
GI
3
Gradient Investments
Minnesota
$7.24M 150,163 +10,095 +7%
LPL Financial
4
LPL Financial
California
$5.68M 117,919 +18,725 +19%
CAWM
5
Capital A Wealth Management
Pennsylvania
$5.49M 113,982 +113,982 New
BWG
6
Beta Wealth Group
California
$4.45M 92,334 +28,584 +45%
Raymond James Financial
7
Raymond James Financial
Florida
$2.77M 57,462 +52,589 +1,079%
OC
8
Oarsman Capital
Wisconsin
$2.53M 52,503 +15,774 +43%
EA
9
Eclectic Associates
California
$2.26M 46,939 +25,070 +115%
AssetMark Inc
10
AssetMark Inc
California
$2.25M 46,652 -95 -0.2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.01M 41,647 -23,139 -36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M 22,191 +2,889 +15%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$942K 19,537 +81 +0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$901K 18,696 +723 +4%
Bank of America
15
Bank of America
North Carolina
$824K 17,091 +165 +1%
Goldman Sachs
16
Goldman Sachs
New York
$784K 16,261
SFC
17
Swisher Financial Concepts
Ohio
$749K 15,540 -3,344 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$700K 14,532 +2,515 +21%
AAS
19
Avantax Advisory Services
Texas
$662K 13,733 +13,733 New
BFA
20
Bill Few Associates
Pennsylvania
$661K 13,711 +120 +0.9%
CAC
21
Certified Advisory Corp
Florida
$435K 9,016 +40 +0.4%
MAMG
22
Milestone Asset Management Group
Connecticut
$433K 8,977 +1,494 +20%
BAM
23
Belpointe Asset Management
Nevada
$427K 8,856 +8,856 New
WA
24
Whipplewood Advisors
Colorado
$396K 3,433 -4,262 -55%
IAA
25
Independence Asset Advisors
Pennsylvania
$387K 8,038 +8,038 New