JPRE icon

JPMorgan Realty Income ETF

54 hedge funds and large institutions have $372M invested in JPMorgan Realty Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$285M +$18.3M +383,988 +7%
FFA
2
First Foundation Advisors
California
$25M +$1.57M +33,015 +7%
GI
3
Gradient Investments
Minnesota
$7.35M +$196K +4,115 +3%
AFS
4
Anderson Financial Strategies
Ohio
$6.4M +$6.4M +134,307 New
Raymond James Financial
5
Raymond James Financial
Florida
$6.01M +$3.27M +68,686 +120%
LPL Financial
6
LPL Financial
California
$5.79M +$169K +3,550 +3%
BWG
7
Beta Wealth Group
California
$5.2M +$804K +16,884 +18%
FAT
8
First American Trust
California
$4.74M +$4.74M +99,532 New
EA
9
Eclectic Associates
California
$3.57M +$1.34M +28,050 +60%
OC
10
Oarsman Capital
Wisconsin
$3.07M +$569K +11,944 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.22M +$240K +5,040 +12%
AssetMark Inc
12
AssetMark Inc
California
$2.19M -$28.7K -603 -1%
2WWM
13
21 West Wealth Management
California
$1.34M +$1.34M +28,226 New
Goldman Sachs
14
Goldman Sachs
New York
$1.33M +$560K +11,753 +72%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.06M +$7.72K +162 +0.7%
AAS
16
Avantax Advisory Services
Texas
$1.02M +$370K +7,768 +57%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1M +$113K +2,370 +13%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$813K +$813K +17,074 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$701K -$230K -4,826 -25%
BFA
20
Bill Few Associates
Pennsylvania
$697K +$44.3K +930 +7%
OMC
21
Old Mission Capital
Illinois
$649K +$649K +13,628 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$638K -$54.3K -1,139 -8%
SOS
23
Silver Oak Securities
Tennessee
$623K +$373K +7,834 +149%
IAA
24
Independence Asset Advisors
Pennsylvania
$577K +$194K +4,065 +51%
SFC
25
Swisher Financial Concepts
Ohio
$574K -$166K -3,488 -22%