JPMorgan Realty Income ETFJPREETF
13F holders, Q4 2024 (December 31)50holders +3
8new positions
6sold out
$47.28avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, up 3 from Q3 2024. 8 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($272.3M), National Philanthropic Trust ($8.3M) and Gradient Investments LLC ($6.6M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 6 | $952K |
All 13F filers, Q3 2024 → Q4 2024: 508,498 shares bought and 134,782 shares sold, net +373,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| JPMorgan Chase & Co. | 0.02% | Add +6.1% | 5,759,188 | $272.3M |
| National Philanthropic Trust | 0.12% | Add +11.0% | 175,454 | $8.3M |
| Gradient Investments LLC | 0.13% | Reduce -5.9% | 140,068 | $6.6M |
| First Foundation Advisors | 0.23% | Add +16.7% | 128,155 | $6.1M |
| LPL Financial LLC | 0.00% | Add +3.1% | 99,194 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -15.5% | 64,786 | $3.1M |
| Beta Wealth Group, Inc. | 1.33% | Add +2.7% | 63,750 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.40% | Add +6.7% | 60,041 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +0.9% | 46,747 | $2.2M |
| Oarsman Capital, Inc. | 0.30% | Add +10246.2% | 36,729 | $1.7M |
| Old Mission Capital LLC | 0.03% | New | 24,794 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +72.1% | 22,740 | $1.1M |
| Eclectic Associates Inc. | 0.31% | Add +202.3% | 21,869 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +16.5% | 19,456 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Add +175.6% | 19,302 | $913K |
| Swisher Financial Concepts, Inc. | 1.05% | Reduce -42.0% | 18,884 | $893K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -78.7% | 17,973 | $850K |
| Bank of America Corp. | 0.00% | New | 16,926 | $800K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.1% | 16,261 | $769K |
| Bill Few Associates, Inc. | 0.23% | Reduce -2.0% | 13,591 | $643K |
| Commonwealth Equity Services, LLC | 0.00% | Add +49.1% | 12,017 | $568K |
| Certified Advisory Corp | 0.05% | Add +0.7% | 8,976 | $424K |
| Whipplewood Advisors, LLC | 0.21% | — | 7,695 | $364K |
| Milestone Asset Management Group, LLC | 0.32% | — | 7,483 | $354K |
| Synergy Asset Management, LLC | 0.02% | New | 6,652 | $315K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 5,327 | $252K |
| Raymond James Financial Inc. | 0.00% | — | 4,873 | $230K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,451 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +27.1% | 4,204 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 2,250 | $106K |
| Capital Analysts, LLC | 0.00% | New | 2,248 | $106K |
| Mattson Financial Services, LLC | 0.02% | Add +36.2% | 1,495 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.2% | 1,461 | $69K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,223 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +43.2% | 1,160 | $55K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $46K |
| Bank of Montreal | 0.00% | No change | 915 | $43K |
| Geneos Wealth Management Inc. | 0.00% | New | 874 | $41K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.8% | 754 | $36K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| NewEdge Advisors, LLC | 0.00% | New | 280 | $13K |
| Cwm, LLC | 0.00% | No change | 143 | $7K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $5K |
| UBS Group AG | 0.00% | Reduce -55.2% | 43 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 38 | $2K |
| NFSG Corp | 0.00% | New | 22 | $1K |
| Element Wealth, LLC | 0.00% | No change | 13 | $619 |
| Wells Fargo & Company | 0.00% | New | 4 | $189 |
| 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.