JPMorgan Realty Income ETFJPREETF
13F holders, Q2 2024 (June 30)38holders +9
6new positions
0sold out
$44.10avg. 13F price*
At the end of Q2 2024, 38 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, up 9 from Q1 2024. 6 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($266.9M), National Philanthropic Trust ($7.4M) and Gradient Investments LLC ($6.3M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 423,787 shares bought and 1,784 shares sold, net +422,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| JPMorgan Chase & Co. | 0.02% | Add +0.4% | 6,051,063 | $266.9M |
| National Philanthropic Trust | 0.14% | Add +2.4% | 167,097 | $7.4M |
| Gradient Investments LLC | 0.14% | New | 142,562 | $6.3M |
| First Foundation Advisors | 0.15% | Add +1415.1% | 91,436 | $4.0M |
| LPL Financial LLC | 0.00% | Add +847.6% | 87,730 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +17.9% | 79,088 | $3.5M |
| Beta Wealth Group, Inc. | 1.21% | Add +111.1% | 57,838 | $2.6M |
| Assetmark, Inc. | 0.00% | Add +2.0% | 28,034 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +52.0% | 26,066 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,261 | $717K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 15,761 | $695K |
| Bill Few Associates, Inc. | 0.23% | Add +0.9% | 13,874 | $612K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1296.6% | 12,346 | $544K |
| OmniStar Financial Group, Inc. | 0.40% | Reduce -5.3% | 10,007 | $441K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 9,398 | $414K |
| Certified Advisory Corp | 0.05% | Add +0.6% | 8,862 | $391K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 7,063 | $311K |
| Envestnet Asset Management Inc. | 0.00% | Add +36.7% | 6,315 | $278K |
| MML Investors Services, LLC | 0.00% | New | 4,574 | $202K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.0% | 1,989 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +79.8% | 1,755 | $77K |
| Royal Bank of Canada | 0.00% | Add +163200.0% | 1,633 | $72K |
| Morgan Stanley | 0.00% | No change | 1,224 | $54K |
| Mattson Financial Services, LLC | 0.02% | — | 1,098 | $48K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $43K |
| Private Trust Co. NA | 0.00% | No change | 955 | $42K |
| Bank of Montreal | 0.00% | New | 915 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | New | 654 | $29K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 652 | $29K |
| WFA of San Diego, LLC | 0.02% | — | 443 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.2% | 426 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $15K |
| UBS Group AG | 0.00% | Add +367.4% | 201 | $9K |
| Brown Financial Advisors | 0.00% | — | 198 | $9K |
| Cwm, LLC | 0.00% | Reduce -41.6% | 143 | $6K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $5K |
| Kelly Financial Services LLC | 0.00% | Add +2.0% | 50 | $2K |
| FMR LLC | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is JPRE's weight in each manager's 13F, not the share of JPMorgan Realty Income ETF the manager owns.