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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$54.70 -0.01 (-0.02%)
As of 07/28/2026 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)
33
Total
Institutional Inflows
(last 12 months)
$62.57M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$61.74M
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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
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%
4/21/2026Silver Oak Securities Incorporated18,473$888K0.1%+1.5%0.198%
4/18/2026CENTRAL 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%
2/19/2026Axxcess 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%
2/16/2026Oarsman Capital Inc.90,369$4.22M0.5%+15.4%0.917%
2/16/2026MML Investors Services LLC9,823$459K0.0%+22.1%0.100%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/6/2026Axxcess Wealth Management LLC4,330$202K0.0%N/A0.044%
2/5/2026 Plus Group Wealth Advisors LLC11,119$519K0.6%N/A0.113%
2/4/2026First 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%
2/3/2026Milestone Asset Management Group LLC9,370$438K0.2%-2.7%0.100%
2/2/2026CENTRAL 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%
1/15/2026Silver 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%
11/21/2025Oarsman 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%
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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%
11/6/2025CENTRAL 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%
11/5/2025Envestnet 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%
10/22/2025Milestone Asset Management Group LLC9,633$462K0.3%+6.9%0.098%
10/21/2025Silver 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%
8/5/2025Bank of Montreal Can4,314$206K0.0%+228.8%0.045%
8/4/2025Assetmark Inc.46,049$2.19M0.0%-1.3%0.476%
8/1/2025Oarsman 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%
7/22/2025Belpointe 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%
7/16/2025Swisher Financial Concepts Inc.12,052$574K0.4%-22.4%0.125%
7/11/2025Silver 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%
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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%


JPRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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 51 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 ($467.58K), 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 1,311,010 shares in the last 24 months. This purchase volume represents approximately $62.57M in transactions.

Of the 13 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. ($44.82K), Cetera Investment Advisers ($24.26K), Bank of America Corp DE ($16.19K), and Swisher Financial Concepts Inc. ($4.34K).

Institutional investors have sold a total of 1,317,930 shares in the last 24 months. This volume of shares sold represents approximately $61.74M in transactions.


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This page (NYSEARCA:JPRE) was last updated on 7/29/2026 by MarketBeat.com Staff.
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