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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$53.38 +0.04 (+0.07%)
Closing price 04:10 PM Eastern
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$53.38 -0.01 (-0.01%)
As of 08:00 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)
29
Total
Institutional Inflows
(last 12 months)
$32.96M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$58.75M
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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
11/11/2026 Beta Wealth Group Inc.121,288$5.99M2.2%N/A1.345%
11/9/2026 Silver Oak Securities Incorporated20,444$1.07M0.1%N/A0.227%
11/6/2026 CENTRAL TRUST Co42,430$2.10M0.0%N/A0.460%
11/2/2026 Commonwealth Equity Services LLC13,486$666K0.0%N/A0.146%
10/26/2026 Flagship Harbor Advisors LLC6,418$317K0.0%+42.3%0.070%
10/14/2026 Focus Financial Network Inc.5,191$256K0.0%+20.5%0.057%
10/13/2026 21 West Wealth Management LLC30,224$1.49M1.3%-0.8%0.329%
10/9/2026 Bill Few Associates Inc.17,187$849K0.2%+2.0%0.187%
10/9/2026 Eclectic Associates Inc. ADV222,651$11.00M1.2%N/A2.420%
9/23/2026Envestnet Asset Management Inc.23,110$1.21M0.0%-8.0%0.253%
9/9/2026Capital Analysts LLC9,823$512K0.0%+65.2%0.108%
9/2/2026Citadel Advisors LLC21,094$1.10M0.0%-4.3%0.231%
8/22/2026MOR Wealth Management LLC3,990$208K0.1%N/A0.044%
7/10/2026 Wealthcare Advisory Partners LLC13,847$723K0.0%+2.9%0.152%
7/9/2026 Focus Financial Network Inc.4,307$225K0.0%N/A0.047%
7/8/2026 Eclectic Associates Inc. ADV198,949$10.38M1.2%+15.0%2.186%
5/13/2026Cetera Investment Advisers55,979$2.69M0.0%+6.4%0.599%
5/7/2026 Beta Wealth Group Inc.120,973$5.82M2.4%+3.7%1.294%
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%
4/16/2026Swisher 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%
2/16/2026MML 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%
2/12/2026 Bank of Montreal Can5,335$249K0.0%-6.9%0.054%
2/11/2026First American Trust FSB7,165$335K0.0%-93.2%0.073%
2/11/2026 LPL 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%
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2/4/2026First 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%
2/3/2026 Milestone 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%
1/20/2026Stratos 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%
11/17/2025First 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%
11/7/2025 Beta 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%
11/6/2025 Assetmark Inc.1,834$88K0.0%-96.0%0.019%
11/5/2025Anderson Financial Strategies LLC151,272$7.25M4.3%+12.6%1.536%
11/5/2025Envestnet 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%
10/22/2025 Milestone 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%
10/20/2025Swisher 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%
8/11/2025 Beta 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%
8/5/2025 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%
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7/16/2025Swisher 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%


JPRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 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), Eclectic Associates Inc. ADV ($11.00M), Raymond James Financial Inc. ($7.67M), Gradient Investments LLC ($7.35M), Anderson Financial Strategies LLC ($7.29M), and Beta Wealth Group Inc. ($5.99M).Learn more on JPMorgan Realty Income ETF's institutional investors.

Of the 52 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 ($382.18K), Eclectic Associates Inc. ADV ($373.22K), Beta Wealth Group Inc. ($180.07K), Anderson Financial Strategies LLC ($156.04K), Capital A Wealth Management LLC ($113.98K), and Raymond James Financial Inc. ($112.35K).

Institutional investors have bought a total of 674,875 shares in the last 24 months. This purchase volume represents approximately $32.96M in transactions.

Of the 12 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. ($1.01M), First Foundation Advisors ($115.64K), First American Trust FSB ($97.96K), Cetera Investment Advisers ($24.26K), LPL Financial LLC ($2.38K), Envestnet Asset Management Inc. ($2.01K), and Wealthcare Advisory Partners LLC ($1.09K).

Institutional investors have sold a total of 1,255,173 shares in the last 24 months. This volume of shares sold represents approximately $58.75M in transactions.


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Institutional ownership data for NYSEARCA:JPRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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