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JPMorgan Realty Income ETF
JPRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$279M -$22.3M -545,858 -8%
NPT
2
National Philanthropic Trust
Pennsylvania
$7.27M +$6.6M +161,450 New
CAN
3
Cetera Advisor Networks
California
$1.93M +$7.08K +173 +0.4%
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.46M +$1.33M +32,485 New
AssetMark Inc
5
AssetMark Inc
California
$1.15M +$1.04M +25,495 +79,672%
BWG
6
Beta Wealth Group
California
$1.02M +$289K +7,058 +45%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.02M +$209K +5,099 +29%
Goldman Sachs
8
Goldman Sachs
New York
$780K +$44.1K +1,077 +7%
BFA
9
Bill Few Associates
Pennsylvania
$584K +$276K +6,735 +108%
CAC
10
Certified Advisory Corp
Florida
$395K +$359K +8,777 New
LPL Financial
11
LPL Financial
California
$381K -$92K -2,250 -21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$334K +$304K +7,423 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$331K -$21.1K -517 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$209K +$123K +2,998 +183%
HCM
15
Hengehold Capital Management
Ohio
$200K -$64.5K -1,577 -26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$72K -$393K -9,614 -86%
Morgan Stanley
17
Morgan Stanley
New York
$55K -$94.1K -2,300 -65%
CFFP
18
Center for Financial Planning
Michigan
$44.2K – – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$43.9K -$52.4K -1,281 -57%
PTC
20
Private Trust Company
Ohio
$43K – – –
SAM
21
Smartleaf Asset Management
Massachusetts
$19.4K +$17.4K +425 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$15.3K – – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$11K +$82 +2 +0.8%
TRCT
24
Tower Research Capital (TRC)
New York
$7.34K -$339K -8,280 -98%
PCTC
25
Perkins Coie Trust Company
Washington
$4.95K – – –
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