JPMorgan Realty Income ETFJPREETF
13F holders, Q1 2024 (March 31)29holders
$43.85avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($264.3M), National Philanthropic Trust ($7.2M) and Cetera Investment Advisers ($2.9M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 4 | $2.0M |
Ownership 29 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -2.6% | 6,027,830 | $264.3M |
| National Philanthropic Trust | 0.16% | Add +1.1% | 163,237 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +195.7% | 67,100 | $2.9M |
| Assetmark, Inc. | 0.00% | Add +7.7% | 27,496 | $1.2M |
| Beta Wealth Group, Inc. | 0.58% | Add +20.4% | 27,396 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 17,152 | $752K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.2% | 16,261 | $713K |
| Bill Few Associates, Inc. | 0.24% | Add +5.9% | 13,744 | $603K |
| OmniStar Financial Group, Inc. | 0.42% | New | 10,571 | $464K |
| LPL Financial LLC | 0.00% | Add +9.3% | 9,258 | $406K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,030 | $396K |
| Certified Advisory Corp | 0.05% | Add +0.4% | 8,811 | $386K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 6,867 | $301K |
| First Foundation Advisors | 0.01% | New | 6,035 | $265K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,621 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.0% | 3,106 | $136K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,224 | $54K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 976 | $43K |
| Private Trust Co. NA | 0.00% | No change | 955 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +442.3% | 884 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +1151.9% | 651 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.5% | 427 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $15K |
| Cwm, LLC | 0.00% | Add +0.4% | 245 | $11K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 49 | $2K |
| UBS Group AG | 0.00% | Reduce -52.8% | 43 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -99.9% | 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.