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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$47.99 -0.10 (-0.21%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$47.99 0.00 (0.00%)
As of 08/28/2025 05:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$94.41M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$43.95M
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JPRE Institutional Buying and Selling by Quarter

JPMorgan Realty Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025 Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025 Bank of America Corp DE902$43K0.0%-94.7%0.009%
8/14/2025 Raymond James Financial Inc.126,148$6.01M0.0%+119.5%1.314%
8/13/2025 Northwestern Mutual Wealth Management Co.3,489$166K0.0%+8.1%0.036%
8/12/2025 JPMorgan Chase & Co.5,984,864$285.12M0.0%+6.9%62.342%
8/11/2025 Anderson Financial Strategies LLC134,307$6.40M4.1%N/A1.388%
8/11/2025 First American Trust FSB99,532$4.74M0.4%N/A1.029%
8/11/2025 Beta Wealth Group Inc.109,218$5.20M1.9%+18.3%1.129%
8/8/2025 Cetera Investment Advisers46,687$2.22M0.0%+12.1%0.483%
8/5/2025 Bank of Montreal Can4,314$206K0.0%+228.8%0.045%
8/4/2025 Assetmark Inc.46,049$2.19M0.0%-1.3%0.476%
8/1/2025 Oarsman Capital Inc.64,447$3.07M0.5%+22.7%0.666%
7/31/2025 Whipplewood Advisors LLC8,191$390K0.2%+138.6%0.085%
7/29/2025 Independence Asset Advisors LLC12,103$577K0.4%+50.6%0.125%
7/25/2025 Bill Few Associates Inc.14,641$697K0.2%+6.8%0.151%
7/22/2025 Belpointe Asset Management LLC8,419$401K0.0%-4.9%0.087%
7/22/2025 Wealthcare Advisory Partners LLC14,711$701K0.0%-24.7%0.152%
7/17/2025 Eclectic Associates Inc. ADV74,989$3.57M0.8%+59.8%0.777%
7/16/2025 Swisher Financial Concepts Inc.12,052$574K0.4%-22.4%0.125%
7/11/2025 Silver Oak Securities Incorporated13,083$623K0.1%+149.2%0.136%
7/8/2025 21 West Wealth Management LLC28,226$1.35M1.4%N/A0.293%
7/8/2025 Gradient Investments LLC154,278$7.35M0.1%+2.7%1.603%
5/20/2025 Belpointe Asset Management LLC8,856$427K0.0%N/A0.101%
5/15/2025 Oarsman Capital Inc.52,503$2.53M0.5%+42.9%0.600%
5/14/2025 Northwestern Mutual Wealth Management Co.3,229$156K0.0%+43.5%0.037%
5/12/2025 JPMorgan Chase & Co.5,600,876$269.96M0.0%-2.7%64.010%
5/9/2025 Beta Wealth Group Inc.92,334$4.45M1.6%+44.8%1.055%
5/8/2025 First Foundation Advisors492,017$23.72M1.0%+283.9%5.623%
5/7/2025 LPL Financial LLC117,919$5.68M0.0%+18.9%1.348%
5/6/2025 Cetera Investment Advisers41,647$2.01M0.0%-35.7%0.476%
5/6/2025 Avantax Advisory Services Inc.13,733$662K0.0%N/A0.157%
5/6/2025 Milestone Asset Management Group LLC8,977$433K0.4%+20.0%0.103%
5/2/2025Capital A Wealth Management LLC113,982$5.49M5.8%N/A1.318%
4/29/2025 Envestnet Asset Management Inc.22,191$1.07M0.0%+15.0%0.257%
4/29/2025 Silver Oak Securities Incorporated5,249$251K0.0%N/A0.061%
4/23/2025 Independence Asset Advisors LLC8,038$387K1.3%N/A0.093%
4/22/2025 Cambridge Investment Research Advisors Inc.18,696$901K0.0%+4.0%0.216%
4/10/2025 Eclectic Associates Inc. ADV46,939$2.26M0.6%+114.6%0.549%
4/10/2025 Whipplewood Advisors LLC3,433$165K0.1%-55.4%0.040%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
4/9/2025 RFG Advisory LLC5,610$270K0.0%N/A0.066%
4/9/2025 Swisher Financial Concepts Inc.15,540$749K0.6%-17.7%0.182%
4/9/2025 Gradient Investments LLC150,163$7.24M0.1%+7.2%1.756%
3/27/2025 Milestone Asset Management Group LLC7,483$354K0.3%N/A0.088%
3/10/2025 Mattson Financial Services LLC1,495$76K0.0%+36.2%0.018%
2/17/2025 Cetera Investment Advisers64,786$3.06M0.0%-15.5%0.834%
2/17/2025 Bank of America Corp DE16,926$800K0.0%N/A0.218%
2/14/2025 Capital Analysts LLC2,248$106K0.0%N/A0.029%
2/14/2025 Tower Research Capital LLC TRC1,160$55K0.0%+43.2%0.015%
2/13/2025 First Foundation Advisors128,155$6.06M0.2%+16.7%1.649%
2/13/2025 Raymond James Financial Inc.4,873$230K0.0%N/A0.063%
2/13/2025 Swisher Financial Concepts Inc.18,884$893K1.1%-42.0%0.243%
2/13/2025 Envestnet Asset Management Inc.19,302$913K0.0%+175.6%0.248%
2/13/2025 Oarsman Capital Inc.36,729$1.74M0.3%+10,246.2%0.473%
2/12/2025 OLD Mission Capital LLC24,794$1.17M0.0%N/A0.319%
2/12/2025 JPMorgan Chase & Co.5,759,188$272.29M0.0%+6.1%74.121%
2/11/2025 LPL Financial LLC99,194$4.69M0.0%+3.1%1.277%
2/10/2025 Commonwealth Equity Services LLC12,017$568K0.0%+49.1%0.155%
2/7/2025 PNC Financial Services Group Inc.1,461$69K0.0%+38.2%0.019%
2/6/2025 Raymond James Financial Inc.4,873$230K0.0%N/A0.063%
2/6/2025 Assetmark Inc.46,747$2.21M0.0%+1.0%0.602%
2/5/2025 Whipplewood Advisors LLC7,695$364K0.2%N/A0.099%
1/31/2025 Beta Wealth Group Inc.63,750$3.01M1.3%+2.7%0.820%
1/23/2025 Synergy Asset Management LLC6,652$315K0.0%N/A0.086%
1/21/2025 Geneos Wealth Management Inc.874$41K0.0%N/A0.011%
1/21/2025 Eclectic Associates Inc. ADV21,869$1.03M0.3%+202.3%0.281%
1/21/2025 Gradient Investments LLC140,068$6.62M0.1%-5.9%1.803%
1/17/2025 Bill Few Associates Inc.13,591$643K0.2%-2.0%0.175%
1/15/2025 Wealthcare Advisory Partners LLC19,456$920K0.0%+16.5%0.250%
12/26/2024 JPMorgan Chase & Co.5,428,957$276.55M0.0%-10.3%69.871%
11/15/2024 MML Investors Services LLC5,369$273K0.0%+17.4%0.069%
11/1/2024 Assetmark Inc.46,306$2.36M0.0%+65.2%0.596%
11/1/2024 Beta Wealth Group Inc.62,049$3.16M1.4%+7.3%0.799%
10/17/2024 OmniStar Financial Group Inc.4,230$216K0.2%-57.7%0.054%
10/16/2024 Hengehold Capital Management LLC4,451$227K0.0%N/A0.057%
10/5/2024 Eclectic Associates Inc. ADV7,235$368K0.1%N/A0.093%
9/30/2024 Mattson Financial Services LLC1,098$48K0.0%N/A0.014%
8/22/2024 Cetera Investment Advisers79,088$3.49M0.0%+17.9%1.018%
8/16/2024 Northwestern Mutual Wealth Management Co.1,755$77K0.0%+79.8%0.023%
8/6/2024 First Foundation Advisors91,436$4.03M0.2%+1,415.1%1.177%
7/27/2024 OmniStar Financial Group Inc.10,007$441K0.4%-5.3%0.129%
7/18/2024 Gradient Investments LLC142,562$6.29M0.1%N/A1.835%
5/24/2024 Cetera Investment Advisers67,100$2.94M0.0%+195.7%0.864%
5/10/2024 First Foundation Advisors6,035$265K0.0%N/A0.079%
4/23/2024 Global Retirement Partners LLC651$29K0.0%+1,151.9%0.009%
2/12/2024 Beta Wealth Group Inc.22,762$1.02M0.5%+44.9%0.284%
2/9/2024 Certified Advisory Corp8,777$395K0.1%N/A0.109%
2/9/2024 Assetmark Inc.25,527$1.15M0.0%+79,671.9%0.318%
1/19/2024 Hengehold Capital Management LLC4,451$200K0.0%-26.2%0.055%
1/17/2024 Bill Few Associates Inc.12,974$584K0.3%+107.9%0.162%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
1/12/2024 Redhawk Wealth Advisors Inc.32,485$1.46M0.3%N/A0.405%
11/15/2023 JPMorgan Chase & Co.6,737,512$262.43M0.0%-16.1%84.009%
11/14/2023 Tower Research Capital LLC TRC8,443$329K0.0%+69.5%0.105%
11/13/2023 Financial Engines Advisors L.L.C.7,880$307K0.0%-53.0%0.098%
10/20/2023 Bill Few Associates Inc.6,239$243K0.1%+7.1%0.078%
10/18/2023 Private Trust Co. NA955$37K0.0%N/A0.012%
10/16/2023 Hengehold Capital Management LLC6,028$235K0.0%-9.7%0.075%
8/11/2023 Financial Engines Advisors L.L.C.16,779$711K0.0%-27.2%0.209%
8/11/2023 Beta Wealth Group Inc.15,129$641K0.4%+17.2%0.189%
8/11/2023 JPMorgan Chase & Co.8,026,537$340.13M0.0%-23.3%100.082%
(Data available from 1/1/2016 forward)

JPRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPRE shares?

During the previous two years, 46 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($285.12M), First Foundation Advisors ($23.72M), Gradient Investments LLC ($7.35M), Anderson Financial Strategies LLC ($6.40M), Raymond James Financial Inc. ($6.01M), LPL Financial LLC ($5.68M), and Capital A Wealth Management LLC ($5.49M).Learn more on JPMorgan Realty Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Realty Income ETF's stock?

Of the 43 institutional investors that purchased JPMorgan Realty Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($714.22K), First Foundation Advisors ($473.61K), Gradient Investments LLC ($156.77K), Anderson Financial Strategies LLC ($134.31K), Capital A Wealth Management LLC ($113.98K), First American Trust FSB ($99.53K), and Raymond James Financial Inc. ($78.43K).

How much institutional buying is happening at JPMorgan Realty Income ETF?

Institutional investors have bought a total of 1,975,776 shares in the last 24 months. This purchase volume represents approximately $94.41M in transactions.

Which of JPMorgan Realty Income ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold JPMorgan Realty Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($780.42K), Cetera Investment Advisers ($35.01K), Swisher Financial Concepts Inc. ($20.50K), Bank of America Corp DE ($16.19K), Gradient Investments LLC ($8.78K), OmniStar Financial Group Inc. ($5.78K), and Wealthcare Advisory Partners LLC ($4.83K).

How much institutional selling is happening at JPMorgan Realty Income ETF?

Institutional investors have sold a total of 877,088 shares in the last 24 months. This volume of shares sold represents approximately $43.95M in transactions.


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This page (NYSEARCA:JPRE) was last updated on 8/29/2025 by MarketBeat.com Staff
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