Free Trial

JPMorgan Realty Income ETF (JPRE) Institutional Ownership

→ His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad)
Free JPRE Stock Alerts
$41.31
+0.05 (+0.12%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.96M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$153.74M
Get JPRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Realty Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPRE Institutional Buying and Selling by Quarter

JPMorgan Realty Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Global 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%
1/17/2024 Bill Few Associates Inc.12,974$584K0.3%+107.9%0.162%
1/12/2024Redhawk 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%
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%
5/5/2023Assetmark 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%
1/24/2023 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%
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%
7/26/2022 Bill 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, 17 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($262.43M), Cetera Advisor Networks LLC ($1.83M), Redhawk Wealth Advisors Inc. ($1.46M), Wellspring Financial Advisors LLC ($1.40M), Assetmark Inc. ($1.15M), Beta Wealth Group Inc. ($1.02M), and Bill Few Associates Inc. ($584K).Learn more on JPRE's institutional investors.

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

Of the 15 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. ($15.86M), Assetmark Inc. ($142.14K), Beta Wealth Group Inc. ($45.75K), Cetera Advisor Networks LLC ($39.78K), Wellspring Financial Advisors LLC ($32.64K), Redhawk Wealth Advisors Inc. ($32.49K), and Bill Few Associates Inc. ($13.06K).

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

Institutional investors have bought a total of 16,208,436 shares in the last 24 months. This purchase volume represents approximately $784.13M in transactions.

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

The following institutional investors have sold JPMorgan Realty Income ETF stock in the last 24 months: JPMorgan Chase & Co. ($4.95M), Beta Wealth Group Inc. ($18.02K), Financial Engines Advisors L.L.C. ($15.17K), Tower Research Capital LLC TRC ($10.28K), Hengehold Capital Management LLC ($5.02K), and LPL Financial LLC ($864.00).

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

Institutional investors have sold a total of 5,003,147 shares in the last 24 months. This volume of shares sold represents approximately $204.94M in transactions.


Related Companies:
This page (NYSEARCA:JPRE) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
His win rate puts Warren Buffett to shame…
Investing Daily
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
Biden out June 13; Kamala won’t replace him?
Paradigm Press
The World's First "$20 Trillion Drug?"
Behind the Markets