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JPMorgan Realty Income ETF

55 hedge funds and large institutions have $387M invested in JPMorgan Realty Income ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $382M → $387M (+$5.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.59% less ownership

Funds ownership: 85.27%83.68% (-1.6%)

2% less funds holding

Funds holding: 5655 (-1)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
28
Reduced
11
Closed
5
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
$298M +$11.2M +235,460 +4%
FFA
2
First Foundation Advisors
California
$21.1M -$4.1M -85,849 -16%
NPT
3
National Philanthropic Trust
Pennsylvania
$10.8M +$796K +16,676 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$7.67M +$1.62M +33,920 +27%
AFS
5
Anderson Financial Strategies
Ohio
$7.25M +$810K +16,965 +13%
LPL Financial
6
LPL Financial
California
$6M +$173K +3,620 +3%
BWG
7
Beta Wealth Group
California
$5.58M +$348K +7,289 +7%
EA
8
Eclectic Associates
California
$5.04M +$1.44M +30,236 +40%
FAT
9
First American Trust
California
$5.04M +$267K +5,591 +6%
OC
10
Oarsman Capital
Wisconsin
$3.75M +$663K +13,894 +22%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.68M +$1.44M +30,174 +65%
2WWM
12
21 West Wealth Management
California
$1.39M +$41.3K +866 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.09M +$23.1K +483 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.08M +$67.2K +1,407 +7%
SOS
15
Silver Oak Securities
Tennessee
$922K +$294K +6,161 +47%
Goldman Sachs
16
Goldman Sachs
New York
$779K -$561K -11,753 -42%
BFA
17
Bill Few Associates
Pennsylvania
$724K +$22.4K +469 +3%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$693K -$11.6K -243 -2%
CTC
19
Central Trust Company
Missouri
$689K +$685K +14,356 +110,431%
IAA
20
Independence Asset Advisors
Pennsylvania
$562K -$17.6K -369 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$488K -$154K -3,221 -24%
MAMG
22
Milestone Asset Management Group
Connecticut
$462K +$29.6K +619 +7%
CAC
23
Certified Advisory Corp
Florida
$437K +$2.53K +53 +0.6%
WA
24
Whipplewood Advisors
Colorado
$389K -$3.34K -70 -0.9%
MML Investors Services
25
MML Investors Services
Massachusetts
$386K +$28.4K +594 +8%

JPRE Hedge Fund Activity: Q3 2025 in Review

55 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2025, worth a combined $387M — up 1.4% from $382M a quarter earlier.

Fund positioning in JPRE was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.2M. The largest seller was Gradient Investments, exiting entirely with an estimated $7.35M sold.

  • 55 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2025, down from 56 in Q2 2025.
  • Funds reported $387M of JPMorgan Realty Income ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 5 funds opened new JPMorgan Realty Income ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $11.2M added.
  • The largest JPMorgan Realty Income ETF seller in Q3 2025 was Gradient Investments, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2025.