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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$48.31 +0.64 (+1.34%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$46.63M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$34.01M
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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
5/2/2025 Capital 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%
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%
3/27/2025Milestone Asset Management Group LLC7,483$354K0.3%N/A0.088%
3/10/2025Mattson Financial Services LLC1,495$76K0.0%+36.2%0.018%
2/17/2025Cetera Investment Advisers64,786$3.06M0.0%-15.5%0.834%
2/17/2025Bank of America Corp DE16,926$800K0.0%N/A0.218%
2/14/2025Capital Analysts LLC2,248$106K0.0%N/A0.029%
2/14/2025Tower Research Capital LLC TRC 1,160$55K0.0%+43.2%0.015%
2/13/2025First Foundation Advisors128,155$6.06M0.2%+16.7%1.649%
2/13/2025Raymond 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%
2/13/2025Oarsman Capital Inc.36,729$1.74M0.3%+10,246.2%0.473%
2/12/2025OLD Mission Capital LLC24,794$1.17M0.0%N/A0.319%
2/12/2025JPMorgan Chase & Co.5,759,188$272.29M0.0%+6.1%74.121%
2/11/2025LPL Financial LLC99,194$4.69M0.0%+3.1%1.277%
2/10/2025Commonwealth Equity Services LLC12,017$568K0.0%+49.1%0.155%
2/7/2025PNC Financial Services Group Inc.1,461$69K0.0%+38.2%0.019%
2/6/2025Raymond James Financial Inc.4,873$230K0.0%N/A0.063%
2/6/2025Assetmark Inc.46,747$2.21M0.0%+1.0%0.602%
2/5/2025 Whipplewood Advisors LLC7,695$364K0.2%N/A0.099%
1/31/2025Beta 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%
1/21/2025Geneos 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%
1/17/2025Bill 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%
12/26/2024JPMorgan Chase & Co.5,428,957$276.55M0.0%-10.3%69.871%
11/15/2024MML Investors Services LLC5,369$273K0.0%+17.4%0.069%
11/1/2024Assetmark Inc.46,306$2.36M0.0%+65.2%0.596%
11/1/2024Beta Wealth Group Inc.62,049$3.16M1.4%+7.3%0.799%
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10/17/2024OmniStar 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%
9/30/2024Mattson Financial Services LLC1,098$48K0.0%N/A0.014%
8/22/2024Cetera Investment Advisers79,088$3.49M0.0%+17.9%1.018%
8/16/2024Northwestern Mutual Wealth Management Co.1,755$77K0.0%+79.8%0.023%
8/6/2024First Foundation Advisors91,436$4.03M0.2%+1,415.1%1.177%
7/27/2024OmniStar Financial Group Inc.10,007$441K0.4%-5.3%0.129%
7/18/2024 Gradient Investments LLC142,562$6.29M0.1%N/A1.835%
5/24/2024Cetera Investment Advisers67,100$2.94M0.0%+195.7%0.864%
5/10/2024First Foundation Advisors6,035$265K0.0%N/A0.079%
4/23/2024Global Retirement Partners LLC651$29K0.0%+1,151.9%0.009%
2/12/2024Beta Wealth Group Inc.22,762$1.02M0.5%+44.9%0.284%
2/9/2024Certified Advisory Corp8,777$395K0.1%N/A0.109%
2/9/2024Assetmark 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%
1/17/2024Bill Few Associates Inc.12,974$584K0.3%+107.9%0.162%
1/12/2024 Redhawk Wealth Advisors Inc.32,485$1.46M0.3%N/A0.405%
11/15/2023JPMorgan Chase & Co.6,737,512$262.43M0.0%-16.1%84.009%
11/14/2023Tower Research Capital LLC TRC8,443$329K0.0%+69.5%0.105%
11/13/2023Financial Engines Advisors L.L.C.7,880$307K0.0%-53.0%0.098%
10/20/2023Bill 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%
8/11/2023Financial Engines Advisors L.L.C.16,779$711K0.0%-27.2%0.209%
8/11/2023Beta Wealth Group Inc.15,129$641K0.4%+17.2%0.189%
8/11/2023JPMorgan Chase & Co.8,026,537$340.13M0.0%-23.3%100.082%
8/10/2023Cetera Advisor Networks LLC43,188$1.83M0.0%+22.4%0.539%
7/31/2023LPL Financial LLC11,178$474K0.0%-7.2%0.139%
7/18/2023Bill Few Associates Inc.5,825$247K0.1%+7.5%0.056%
5/9/2023Beta Wealth Group Inc.12,914$546K0.3%N/A0.121%
5/9/2023Tower Research Capital LLC TRC2,345$99K0.0%-81.4%0.022%
5/5/2023Assetmark Inc.74,372$3.14M0.0%+57,552.7%0.697%
2/13/2023JPMorgan Chase & Co.14,392,621$591.25M0.1%-7.8%90.236%
2/8/2023Capital Analysts LLC900$37K0.0%N/A0.006%
1/24/2023Bill Few Associates Inc.5,506$226K0.1%+10.9%0.035%
1/20/2023 Hengehold Capital Management LLC6,872$282K0.0%-28.9%0.043%
11/14/2022Wellspring Financial Advisors LLC32,642$1.40M0.5%N/A0.179%
11/10/2022Tower Research Capital LLC TRC6,836$293K0.0%N/A0.038%
11/1/2022Beta Wealth Group Inc.5,537$237K0.2%-76.5%0.030%
8/11/2022Cetera Advisor Networks LLC31,885$1.55M0.0%N/A0.165%
8/11/2022JPMorgan Chase & Co.15,864,191$768.62M0.1%N/A81.985%
8/5/2022Beta Wealth Group Inc.23,558$1.14M0.8%N/A0.122%
8/3/2022Assetmark Inc.42,406$2.06M0.0%N/A0.219%
7/26/2022Bill Few Associates Inc.4,965$241K0.2%N/A0.026%
7/22/2022 Hengehold Capital Management LLC9,658$468K0.1%N/A0.050%
7/19/2022Commonwealth Equity Services LLC5,690$275K0.0%N/A0.029%
7/13/2022 Allworth Financial LP1,516$73K0.0%N/A0.008%
(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, 40 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($272.29M), Gradient Investments LLC ($7.24M), First Foundation Advisors ($6.06M), Capital A Wealth Management LLC ($5.49M), LPL Financial LLC ($4.69M), Cetera Investment Advisers ($3.06M), and Beta Wealth Group Inc. ($3.01M).Learn more on JPRE's institutional investors.

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

Of the 37 institutional investors that purchased JPMorgan Realty Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($330.23K), Gradient Investments LLC ($152.66K), Assetmark Inc. ($118.45K), Capital A Wealth Management LLC ($113.98K), First Foundation Advisors ($109.75K), Cetera Investment Advisers ($56.40K), and Eclectic Associates Inc. ADV ($46.94K).

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

Institutional investors have bought a total of 1,183,821 shares in the last 24 months. This purchase volume represents approximately $54.60M in transactions.

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

Of the 11 institutional investors that sold JPMorgan Realty Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.35M), Swisher Financial Concepts Inc. ($17.01K), Financial Engines Advisors L.L.C. ($15.17K), Cetera Investment Advisers ($11.88K), Tower Research Capital LLC TRC ($10.28K), Gradient Investments LLC ($8.78K), and OmniStar Financial Group Inc. ($6.34K).

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

Institutional investors have sold a total of 4,428,057 shares in the last 24 months. This volume of shares sold represents approximately $187.75M in transactions.


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This page (NYSEARCA:JPRE) was last updated on 5/4/2025 by MarketBeat.com Staff
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