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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$53.17 0.00 (0.00%)
As of 08/17/2026 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)
31
Total
Institutional Inflows
(last 12 months)
$27.56M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$60.94M
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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%
5/13/2026 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%
2/24/2026Anderson Financial Strategies LLC156,044$7.29M4.2%+3.2%1.584%
2/19/2026 Axxcess Wealth Management LLC4,330$202K0.0%N/A0.044%
2/17/2026 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%
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%
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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%
11/5/2025Anderson 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%
10/22/2025 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%
8/11/2025Anderson 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%
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 ($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 576,034 shares in the last 24 months. This purchase volume represents approximately $27.56M 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), 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 1,301,138 shares in the last 24 months. This volume of shares sold represents approximately $60.94M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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