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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$46.79 -0.50 (-1.06%)
Closing price 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)
36
Total
Institutional Inflows
(last 12 months)
$60.58M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$43.18M
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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
8/5/2025 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%
5/14/2025Northwestern Mutual Wealth Management Co.3,229$156K0.0%+43.5%0.037%
5/12/2025JPMorgan Chase & Co.5,600,876$269.96M0.0%-2.7%64.010%
5/9/2025Beta Wealth Group Inc.92,334$4.45M1.6%+44.8%1.055%
5/8/2025First Foundation Advisors492,017$23.72M1.0%+283.9%5.623%
5/7/2025LPL Financial LLC117,919$5.68M0.0%+18.9%1.348%
5/6/2025Cetera Investment Advisers41,647$2.01M0.0%-35.7%0.476%
5/6/2025Avantax 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%
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%
2/17/2025Cetera 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 TRC1,160$55K0.0%+43.2%0.015%
2/13/2025First Foundation Advisors128,155$6.06M0.2%+16.7%1.649%
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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%
2/13/2025 Oarsman 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%
2/10/2025 Commonwealth 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%
2/6/2025 Assetmark Inc.46,747$2.21M0.0%+1.0%0.602%
2/5/2025 Whipplewood Advisors LLC7,695$364K0.2%N/A0.099%
1/31/2025Beta 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%
1/17/2025 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%
12/26/2024JPMorgan 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%
11/1/2024 Assetmark 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%
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%
9/30/2024 Mattson 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%
2/9/2024 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%
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%
10/20/2023 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%
8/11/2023Financial 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%
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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%
7/18/2023 Bill 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%
5/5/2023 Assetmark 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%
1/24/2023 Bill 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%
(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, 44 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($269.96M), First Foundation Advisors ($23.72M), Gradient Investments LLC ($7.35M), LPL Financial LLC ($5.68M), Capital A Wealth Management LLC ($5.49M), Beta Wealth Group Inc. ($4.45M), and Eclectic Associates Inc. ADV ($3.57M).Learn more on JPMorgan Realty Income ETF's institutional investors.

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

Of the 41 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: First Foundation Advisors ($473.61K), JPMorgan Chase & Co. ($330.23K), Gradient Investments LLC ($156.77K), Capital A Wealth Management LLC ($113.98K), Eclectic Associates Inc. ADV ($74.99K), Oarsman Capital Inc. ($64.09K), and Cetera Investment Advisers ($61.44K).

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

Institutional investors have bought a total of 1,271,736 shares in the last 24 months. This purchase volume represents approximately $60.82M in transactions.

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

Of the 10 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), Gradient Investments LLC ($8.78K), OmniStar Financial Group Inc. ($5.78K), Wealthcare Advisory Partners LLC ($4.83K), and Whipplewood Advisors LLC ($4.26K).

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

Institutional investors have sold a total of 860,899 shares in the last 24 months. This volume of shares sold represents approximately $43.18M in transactions.


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