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JPMorgan Realty Income ETF

68 hedge funds and large institutions have $340M invested in JPMorgan Realty Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
JP Morgan Chase
1
JP Morgan Chase
New York
$243M
FFA
2
First Foundation Advisors
California
$19.1M
NPT
3
National Philanthropic Trust
Pennsylvania
$12.3M
Raymond James Financial
4
Raymond James Financial
Florida
$8.21M
AFS
5
Anderson Financial Strategies
Ohio
$7.29M
EA
6
Eclectic Associates
California
$6.16M
LPL Financial
7
LPL Financial
California
$5.73M
BWG
8
Beta Wealth Group
California
$5.45M
DWM
9
Ducere Wealth Management
California
$4.62M
OC
10
Oarsman Capital
Wisconsin
$4.22M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.46M
Two Sigma Investments
12
Two Sigma Investments
New York
$1.67M
2WWM
13
21 West Wealth Management
California
$1.39M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.1M
OCM
15
One Capital Management
California
$1.09M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.08M
CTC
17
Central Trust Company
Missouri
$1.08M
Wells Fargo
18
Wells Fargo
California
$1.03M
SOS
19
Silver Oak Securities
Tennessee
$858K
Bank of America
20
Bank of America
North Carolina
$849K
Goldman Sachs
21
Goldman Sachs
New York
$760K
BFA
22
Bill Few Associates
Pennsylvania
$760K
IAA
23
Independence Asset Advisors
Pennsylvania
$677K
BCI
24
Brinker Capital Investments
Pennsylvania
$636K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$625K