JPMorgan Realty Income ETFJPREETF
13F holders, Q3 2024 (September 30)47holders +9
11new positions
3sold out
1famous investor
$50.93avg. 13F price*
At the end of Q3 2024, 47 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($276.6M), National Philanthropic Trust ($8.0M) and Gradient Investments LLC ($7.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.0M |
| Exits | 3 | $11K |
All 13F filers, Q2 2024 → Q3 2024: 288,651 shares bought and 665,769 shares sold, net −377,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -10.3% | 5,428,957 | $276.6M |
| National Philanthropic Trust | 0.15% | Reduce -5.4% | 158,016 | $8.0M |
| Gradient Investments LLC | 0.16% | Add +4.4% | 148,852 | $7.6M |
| First Foundation Advisors | 0.21% | Add +20.1% | 109,841 | $5.6M |
| LPL Financial LLC | 0.00% | Add +9.7% | 96,194 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +796.4% | 84,246 | $4.3M |
| Cetera Investment Advisers | 0.01% | Reduce -3.1% | 76,661 | $3.9M |
| Beta Wealth Group, Inc. | 1.43% | Add +7.3% | 62,049 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.40% | New | 56,287 | $2.9M |
| Assetmark, Inc. | 0.01% | Add +65.2% | 46,306 | $2.4M |
| Swisher Financial Concepts, Inc. | 1.03% | New | 32,547 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +92.8% | 31,355 | $1.6M |
| Raymond James & Associates | 0.00% | New | 23,148 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +6.0% | 16,699 | $851K |
| Bill Few Associates, Inc. | 0.25% | No change | 13,874 | $707K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.3% | 13,210 | $673K |
| Citadel Advisors | 0.00% | New | 12,961 | $660K |
| Certified Advisory Corp | 0.05% | Add +0.6% | 8,911 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 8,057 | $410K |
| Eclectic Associates Inc. | 0.15% | New | 7,235 | $368K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.9% | 7,003 | $357K |
| MML Investors Services, LLC | 0.00% | Add +17.4% | 5,369 | $273K |
| Hengehold Capital Management LLC | 0.02% | New | 4,451 | $227K |
| OmniStar Financial Group, Inc. | 0.16% | Reduce -57.7% | 4,230 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +66.4% | 3,309 | $169K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.4% | 2,096 | $107K |
| Morgan Stanley | 0.00% | No change | 1,224 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Add +61.6% | 1,057 | $54K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $50K |
| Private Trust Co. NA | 0.00% | No change | 955 | $49K |
| Mattson Financial Services, LLC | 0.02% | No change | 1,098 | $48K |
| Bank of Montreal | 0.00% | No change | 915 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.4% | 810 | $41K |
| Global Retirement Partners, LLC | 0.00% | Add +19.0% | 776 | $40K |
| WFA of San Diego, LLC | 0.02% | No change | 443 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $22K |
| Oarsman Capital, Inc. | 0.00% | New | 355 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $17K |
| IAG Wealth Partners, LLC | 0.00% | New | 311 | $16K |
| Paladin Wealth, LLC | 0.01% | — | 166 | $8K |
| Cwm, LLC | 0.00% | No change | 143 | $7K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $6K |
| UBS Group AG | 0.00% | Reduce -52.2% | 96 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 69 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 38 | $2K |
| Element Wealth, LLC | 0.00% | New | 13 | $662 |
| 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.