JPMorgan Realty Income ETFJPREETF
13F holders, Q2 2026 (June 30)63holders
8new positions
9sold out
1famous investor
$53.21avg. 13F price*
At the end of Q2 2026, 63 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, unchanged from Q1 2026. 8 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($294.4M), National Philanthropic Trust ($13.3M) and Raymond James Financial Inc. ($11.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $745K |
| Exits | 9 | $9.1M |
All 13F filers, Q1 2026 → Q2 2026: 179,338 shares bought and 497,370 shares sold, net −318,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -2.8% | 5,537,229 | $294.4M |
| National Philanthropic Trust | 0.19% | Reduce -7.2% | 255,407 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +13.5% | 219,739 | $11.5M |
| Eclectic Associates Inc. | 1.18% | Add +15.0% | 198,949 | $10.4M |
| First Foundation Advisors | 0.37% | Reduce -33.1% | 197,518 | $10.3M |
| Anderson Financial Strategies, LLC | 4.38% | Reduce -0.1% | 158,021 | $8.4M |
| Beta Wealth Group, Inc. | 2.37% | Reduce -0.1% | 120,874 | $6.3M |
| Oarsman Capital, Inc. | 0.60% | Add +16.7% | 107,800 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 97,193 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +553.5% | 70,245 | $3.7M |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 55,677 | $2.9M |
| Medallion Wealth Advisors, LLC | 0.82% | Add +1381.3% | 8,147 | $2.6M |
| CENTRAL TRUST Co | 0.03% | Add +17.8% | 34,244 | $1.8M |
| 21 West Wealth Management LLC | 1.36% | Reduce -0.1% | 30,473 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 24,484 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.0% | 23,110 | $1.2M |
| One Capital Management, LLC | 0.03% | No change | 24,426 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.1% | 22,345 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.1% | 21,772 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.2% | 21,416 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -4.3% | 21,094 | $1.1M |
| Silver Oak Securities, Incorporated | 0.06% | Add +8.9% | 20,121 | $1.0M |
| Bill Few Associates, Inc. | 0.19% | Reduce -0.7% | 16,851 | $879K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,261 | $848K |
| Independence Asset Advisors, LLC | 0.20% | Add +0.5% | 14,605 | $762K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.9% | 13,847 | $723K |
| Plus Group Wealth Advisors LLC | 0.60% | Add +3.0% | 12,137 | $633K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 12,111 | $632K |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 11,822 | $617K |
| Bank of Montreal | 0.00% | Add +93.7% | 10,346 | $540K |
| Capital Analysts, LLC | 0.01% | Add +65.2% | 9,823 | $512K |
| Milestone Asset Management Group, LLC | 0.25% | Add +0.2% | 9,397 | $490K |
| Certified Advisory Corp | 0.04% | Add +0.6% | 9,292 | $485K |
| MML Investors Services, LLC | 0.00% | Reduce -8.0% | 8,936 | $466K |
| Whipplewood Advisors, LLC | 0.31% | Reduce -16.0% | 8,870 | $463K |
| Morgan Stanley | 0.00% | Add +0.1% | 6,531 | $341K |
| Swisher Financial Concepts, Inc. | 0.21% | Reduce -22.4% | 6,429 | $335K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.6% | 5,780 | $302K |
| Axxcess Wealth Management, LLC | 0.00% | Add +2.5% | 4,550 | $237K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,510 | $235K |
| Northern Trust Corp. | 0.00% | No change | 4,453 | $232K |
| Focus Financial Network, Inc. | 0.01% | New | 4,307 | $225K |
| MOR Wealth Management, LLC | 0.08% | New | 3,990 | $208K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 1,824 | $95K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 1,788 | $93K |
| AE Wealth Management LLC | 0.00% | Add +96.3% | 995 | $52K |
| Center for Financial Planning, Inc. | 0.00% | No change | 981 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $46K |
| Global Retirement Partners, LLC | 0.00% | — | 673 | $35K |
| McDonald Partners LLC | 0.01% | New | 666 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +14.4% | 642 | $34K |
| Spire Wealth Management | 0.00% | No change | 600 | $31K |
| FMR LLC | 0.00% | New | 457 | $24K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $23K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 371 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.4% | 336 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | New | 154 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.2% | 75 | $4K |
| Vision Retirement, LLC | 0.00% | Reduce -23.3% | 66 | $3K |
| Allworth Financial LP | 0.00% | New | 34 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $678 |
| Royal Bank of Canada | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is JPRE's weight in each manager's 13F, not the share of JPMorgan Realty Income ETF the manager owns.