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JPMorgan Realty Income ETF
JPRE

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

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

24% more funds holding

Funds holding: 55 → 68 (+13)

9.95% less ownership

Funds ownership: 83.68% → 73.73% (-9.9%)

12% less capital invested

Capital invested by funds: $387M → $340M (-$46.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
27
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NPT
National Philanthropic Trust
Pennsylvania
+$1.84M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.7M
3
EA
Eclectic Associates
California
+$1.26M
4
OCM
One Capital Management
California
+$1.11M
5
Wells Fargo
Wells Fargo
California
+$986K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$47.8M
2
FAT
First American Trust
California
-$4.64M
3
FFA
First Foundation Advisors
California
-$1.41M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.15M
5
JWCA
J.W. Cole Advisors
Florida
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$243M -$47.8M -1,008,935 -16%
FFA
2
First Foundation Advisors
California
$19.1M -$1.41M -29,790 -7%
NPT
3
National Philanthropic Trust
Pennsylvania
$12.3M +$1.84M +38,831 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$8.21M +$744K +15,705 +10%
AFS
5
Anderson Financial Strategies
Ohio
$7.29M +$226K +4,772 +3%
EA
6
Eclectic Associates
California
$6.16M +$1.26M +26,596 +25%
LPL Financial
7
LPL Financial
California
$5.73M -$113K -2,382 -2%
BWG
8
Beta Wealth Group
California
$5.45M +$6.63K +140 +0.1%
DWM
9
Ducere Wealth Management
California
$4.62M +$4.68M +98,851 New
OC
10
Oarsman Capital
Wisconsin
$4.22M +$570K +12,028 +15%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.46M -$1.15M -24,261 -32%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.67M +$1.7M +35,800 New
2WWM
13
21 West Wealth Management
California
$1.39M +$34.9K +736 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.1M +$35.6K +752 +3%
OCM
15
One Capital Management
California
$1.09M +$1.11M +23,395 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.08M +$31.4K +664 +3%
CTC
17
Central Trust Company
Missouri
$1.08M +$413K +8,719 +61%
Wells Fargo
18
Wells Fargo
California
$1.03M +$986K +20,809 +1,819%
SOS
19
Silver Oak Securities
Tennessee
$858K -$49.8K -1,051 -5%
Bank of America
20
Bank of America
North Carolina
$849K +$856K +18,070 +15,713%
Goldman Sachs
21
Goldman Sachs
New York
$760K – – –
BFA
22
Bill Few Associates
Pennsylvania
$760K +$54.5K +1,151 +8%
IAA
23
Independence Asset Advisors
Pennsylvania
$677K +$130K +2,749 +23%
BCI
24
Brinker Capital Investments
Pennsylvania
$636K +$304K +6,416 +89%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$625K -$51.7K -1,091 -8%
1
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JPRE Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2025, worth a combined $340M — down 12% from $387M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPRE positions and 2 closed out — a net gain of 13 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was National Philanthropic Trust, adding an estimated $1.84M. The largest seller was JP Morgan Chase, cutting an estimated $47.8M.

  • 68 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2025, up from 55 in Q3 2025.
  • Funds reported $340M of JPMorgan Realty Income ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 15 funds opened new JPMorgan Realty Income ETF positions in Q4 2025 and 2 closed out, a net change of +13 holders.
  • The largest JPMorgan Realty Income ETF buyer in Q4 2025 was National Philanthropic Trust, an estimated $1.84M added.
  • The largest JPMorgan Realty Income ETF seller in Q4 2025 was JP Morgan Chase, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2025.