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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$51.52 -0.03 (-0.06%)
As of 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)
$85.87M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$70.90M
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Skip Chart & View Institutional Buying and Selling Data

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
4/21/2026 Silver Oak Securities Incorporated18,473$888K0.1%+1.5%0.198%
4/18/2026 CENTRAL TRUST Co29,080$1.40M0.0%+26.0%0.311%
4/16/2026 Swisher Financial Concepts Inc.8,288$398K0.2%+7.2%0.089%
2/24/2026Anderson Financial Strategies LLC156,044$7.29M4.2%+3.2%1.584%
2/19/2026 Axxcess Wealth Management LLC4,330$202K0.0%N/A0.044%
2/17/2026Cetera Investment Advisers52,600$2.46M0.0%-31.6%0.534%
2/17/2026Osaic Holdings Inc.6,997$327K0.0%+15.3%0.071%
2/16/2026 Oarsman Capital Inc.90,369$4.22M0.5%+15.4%0.917%
2/16/2026 MML Investors Services LLC9,823$459K0.0%+22.1%0.100%
2/13/2026 Kestra Advisory Services LLC962$45K0.0%N/A0.010%
2/13/2026Wells Fargo & Company MN21,953$1.03M0.0%+1,819.0%0.223%
2/12/2026Jane Street Group LLC7,649$357K0.0%N/A0.078%
2/12/2026Orion Porfolio Solutions LLC13,608$636K0.0%+89.2%0.138%
2/12/2026 Commonwealth Equity Services LLC11,652$544K0.0%+14.5%0.118%
2/12/2026Bank of Montreal Can5,335$249K0.0%-6.9%0.054%
2/11/2026First American Trust FSB7,165$335K0.0%-93.2%0.073%
2/11/2026LPL Financial LLC122,707$5.73M0.0%-1.9%1.246%
2/11/2026JPMorgan Chase & Co.5,211,389$243.42M0.0%-16.2%52.908%
2/10/2026One Capital Management LLC23,395$1.09M0.0%N/A0.238%
2/10/2026Northwestern Mutual Wealth Management Co.8,820$412K0.0%+79.0%0.090%
2/6/2026 Axxcess Wealth Management LLC4,330$202K0.0%N/A0.044%
2/5/2026 Plus Group Wealth Advisors LLC11,119$519K0.6%N/A0.113%
2/4/2026 First Foundation Advisors409,393$19.12M0.7%-6.8%4.369%
2/3/2026 Eclectic Associates Inc. ADV131,821$6.16M1.0%+25.3%1.407%
2/3/2026Milestone Asset Management Group LLC9,370$438K0.2%-2.7%0.100%
2/2/2026 CENTRAL TRUST Co23,088$1.08M0.0%+60.7%0.246%
2/2/2026 Independence Asset Advisors LLC14,483$677K0.4%+23.4%0.155%
1/20/2026 Stratos Wealth Partners LTD.5,811$271K0.0%N/A0.065%
1/15/2026 Silver Oak Securities Incorporated18,193$858K0.1%-5.5%0.204%
1/14/2026 Wealthcare Advisory Partners LLC13,377$625K0.0%-7.5%0.150%
1/13/2026 21 West Wealth Management LLC29,828$1.39M1.3%+2.5%0.335%
11/21/2025 Oarsman Capital Inc.78,341$3.76M0.5%+21.6%0.795%
11/17/2025 First Foundation Advisors439,183$21.05M0.8%-16.4%4.459%
11/17/2025Northwestern Mutual Wealth Management Co.4,926$236K0.0%+41.2%0.050%
11/14/2025Raymond James Financial Inc.160,068$7.67M0.0%+26.9%1.625%
11/12/2025Orion Porfolio Solutions LLC7,192$345K0.0%+9.4%0.073%
11/10/2025First American Trust FSB105,123$5.04M0.4%+5.6%1.067%
11/7/2025 Wealthcare Advisory Partners LLC14,468$693K0.0%-1.7%0.147%
11/7/2025Beta Wealth Group Inc.116,507$5.58M2.2%+6.7%1.183%
11/7/2025JPMorgan Chase & Co.6,220,324$298.14M0.0%+3.9%63.150%
11/6/2025 CENTRAL TRUST Co14,369$689K0.0%+110,430.8%0.146%
11/6/2025Assetmark Inc.1,834$88K0.0%-96.0%0.019%
11/5/2025Anderson Financial Strategies LLC151,272$7.25M4.3%+12.6%1.536%
11/5/2025 Envestnet Asset Management Inc.22,836$1.10M0.0%+2.2%0.232%
11/3/2025 Independence Asset Advisors LLC11,734$562K0.2%-3.0%0.119%
10/23/2025 Spire Wealth Management600$29K0.0%N/A0.006%
10/22/2025Milestone Asset Management Group LLC9,633$462K0.3%+6.9%0.098%
10/21/2025 Silver Oak Securities Incorporated19,244$922K0.1%+47.1%0.195%
10/20/2025 Swisher Financial Concepts Inc.7,714$370K0.2%-36.0%0.078%
10/16/2025 Bill Few Associates Inc.15,110$724K0.2%+3.2%0.154%
10/14/2025 21 West Wealth Management LLC29,092$1.39M1.3%+3.1%0.297%
10/9/2025 Eclectic Associates Inc. ADV105,225$5.04M0.9%+40.3%1.074%
9/4/2025Osaic Holdings Inc.11,189$536K0.0%+153.9%0.117%
8/27/2025Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025Bank of America Corp DE902$43K0.0%-94.7%0.009%
8/14/2025Raymond James Financial Inc.126,148$6.01M0.0%+119.5%1.314%
8/13/2025Northwestern Mutual Wealth Management Co.3,489$166K0.0%+8.1%0.036%
8/12/2025JPMorgan Chase & Co.5,984,864$285.12M0.0%+6.9%62.342%
8/11/2025Anderson Financial Strategies LLC134,307$6.40M4.1%N/A1.388%
8/11/2025First American Trust FSB99,532$4.74M0.4%N/A1.029%
8/11/2025Beta Wealth Group Inc.109,218$5.20M1.9%+18.3%1.129%
8/8/2025Cetera Investment Advisers46,687$2.22M0.0%+12.1%0.483%
8/5/2025Bank of Montreal Can4,314$206K0.0%+228.8%0.045%
8/4/2025Assetmark 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%
5/20/2025Belpointe Asset Management LLC8,856$427K0.0%N/A0.101%
5/15/2025Oarsman 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%
5/6/2025Milestone 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%
4/29/2025Envestnet Asset Management Inc.22,191$1.07M0.0%+15.0%0.257%
4/29/2025Silver Oak Securities Incorporated5,249$251K0.0%N/A0.061%
4/23/2025Independence Asset Advisors LLC8,038$387K1.3%N/A0.093%
4/22/2025Cambridge Investment Research Advisors Inc.18,696$901K0.0%+4.0%0.216%
4/10/2025Eclectic Associates Inc. ADV46,939$2.26M0.6%+114.6%0.549%
4/10/2025Whipplewood Advisors LLC3,433$165K0.1%-55.4%0.040%
4/9/2025RFG Advisory LLC5,610$270K0.0%N/A0.066%
4/9/2025Swisher Financial Concepts Inc.15,540$749K0.6%-17.7%0.182%
4/9/2025Gradient 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%


JPRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPRE shares?

During the previous two years, 51 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($243.42M), First Foundation Advisors ($19.12M), Raymond James Financial Inc. ($7.67M), Gradient Investments LLC ($7.35M), Anderson Financial Strategies LLC ($7.29M), Eclectic Associates Inc. ADV ($6.16M), and LPL Financial LLC ($5.73M).Learn more on JPMorgan Realty Income ETF's institutional investors.

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

Of the 50 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. ($949.68K), First Foundation Advisors ($473.61K), Gradient Investments LLC ($156.77K), Anderson Financial Strategies LLC ($156.04K), Eclectic Associates Inc. ADV ($131.82K), Capital A Wealth Management LLC ($113.98K), and Raymond James Financial Inc. ($112.35K).

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

Institutional investors have bought a total of 1,797,855 shares in the last 24 months. This purchase volume represents approximately $85.87M in transactions.

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

Of the 14 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. ($1.17M), First Foundation Advisors ($115.64K), First American Trust FSB ($97.96K), Cetera Investment Advisers ($47.40K), Assetmark Inc. ($44.82K), Bank of America Corp DE ($16.19K), and Swisher Financial Concepts Inc. ($7.83K).

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

Institutional investors have sold a total of 1,508,132 shares in the last 24 months. This volume of shares sold represents approximately $70.90M in transactions.


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This page (NYSEARCA:JPRE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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