Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free JPRE Stock Alerts

JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$50.02 -0.14 (-0.28%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$50.02 +0.00 (+0.01%)
As of 09/25/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$27.33M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$61.09M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPRE Institutional Buying and Selling by Quarter

JPMorgan Realty Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.23,110$1.21M0.0%-8.0%0.253%
9/9/2026 Capital Analysts LLC9,823$512K0.0%+65.2%0.108%
9/2/2026 Citadel Advisors LLC21,094$1.10M0.0%-4.3%0.231%
8/22/2026 MOR 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%
5/13/2026 Cetera 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%
4/16/2026 Swisher Financial Concepts Inc.8,288$398K0.2%+7.2%0.089%
2/24/2026 Anderson Financial Strategies LLC156,044$7.29M4.2%+3.2%1.584%
2/19/2026 Axxcess Wealth Management LLC4,330$202K0.0%N/A0.044%
2/17/2026 Cetera Investment Advisers52,600$2.46M0.0%-31.6%0.534%
2/17/2026 Osaic 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%
2/13/2026 Wells Fargo & Company MN21,953$1.03M0.0%+1,819.0%0.223%
2/12/2026 Jane Street Group LLC7,649$357K0.0%N/A0.078%
2/12/2026 Orion 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%
2/11/2026 First American Trust FSB7,165$335K0.0%-93.2%0.073%
2/11/2026 LPL Financial LLC122,707$5.73M0.0%-1.9%1.246%
2/11/2026 JPMorgan Chase & Co.5,211,389$243.42M0.0%-16.2%52.908%
2/10/2026 One Capital Management LLC23,395$1.09M0.0%N/A0.238%
2/10/2026 Northwestern 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%
2/3/2026 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%
1/20/2026 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
11/17/2025 Northwestern Mutual Wealth Management Co.4,926$236K0.0%+41.2%0.050%
11/14/2025 Raymond James Financial Inc.160,068$7.67M0.0%+26.9%1.625%
11/12/2025 Orion Porfolio Solutions LLC7,192$345K0.0%+9.4%0.073%
11/10/2025 First 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%
11/7/2025 JPMorgan 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%
11/5/2025 Anderson 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%
10/22/2025 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%
10/20/2025 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%
9/4/2025 Osaic Holdings Inc.11,189$536K0.0%+153.9%0.117%
8/27/2025 Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025 Orion Porfolio Solutions LLC6,575$313K0.0%N/A0.068%
8/15/2025 Bank of America Corp DE902$43K0.0%-94.7%0.009%
8/14/2025 Raymond James Financial Inc.126,148$6.01M0.0%+119.5%1.314%
8/13/2025 Northwestern Mutual Wealth Management Co.3,489$166K0.0%+8.1%0.036%
8/12/2025 JPMorgan Chase & Co.5,984,864$285.12M0.0%+6.9%62.342%
8/11/2025 Anderson Financial Strategies LLC134,307$6.40M4.1%N/A1.388%
8/11/2025 First 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%
8/8/2025 Cetera 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%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%


JPRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 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 ($10.38M), Raymond James Financial Inc. ($7.67M), Gradient Investments LLC ($7.35M), Anderson Financial Strategies LLC ($7.29M), and Beta Wealth Group Inc. ($5.82M).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 ($157.80K), Anderson Financial Strategies LLC ($156.04K), Capital A Wealth Management LLC ($113.98K), Raymond James Financial Inc. ($112.35K), and First American Trust FSB ($105.12K).

Institutional investors have bought a total of 570,543 shares in the last 24 months. This purchase volume represents approximately $27.33M in transactions.

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. ($1.01M), First Foundation Advisors ($115.64K), First American Trust FSB ($97.96K), Assetmark Inc. ($44.22K), Cetera Investment Advisers ($24.26K), Swisher Financial Concepts Inc. ($4.34K), and LPL Financial LLC ($2.38K).

Institutional investors have sold a total of 1,304,089 shares in the last 24 months. This volume of shares sold represents approximately $61.09M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel