JPMorgan Realty Income ETFJPREETF
13F holders, Q1 2025 (March 31)50holders
11new positions
10sold out
$48.23avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, unchanged from Q4 2024. 11 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($270.0M), First Foundation Advisors ($23.7M) and National Philanthropic Trust ($9.1M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.8M |
| Exits | 10 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 700,027 shares bought and 307,522 shares sold, net +392,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -2.8% | 5,600,876 | $270.0M |
| First Foundation Advisors | 0.97% | Add +283.9% | 492,017 | $23.7M |
| National Philanthropic Trust | 0.15% | Add +7.0% | 187,810 | $9.1M |
| Gradient Investments LLC | 0.15% | Add +7.2% | 150,163 | $7.2M |
| LPL Financial LLC | 0.00% | Add +18.9% | 117,919 | $5.7M |
| Capital A Wealth Management, LLC | 5.76% | New | 113,982 | $5.5M |
| Beta Wealth Group, Inc. | 1.60% | Add +44.8% | 92,334 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +1079.2% | 57,462 | $2.8M |
| Oarsman Capital, Inc. | 0.45% | Add +43.0% | 52,503 | $2.5M |
| Eclectic Associates Inc. | 0.61% | Add +114.6% | 46,939 | $2.3M |
| Assetmark, Inc. | 0.01% | Reduce -0.2% | 46,652 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -35.7% | 41,647 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.0% | 22,191 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.4% | 19,537 | $942K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 18,696 | $901K |
| Bank of America Corp. | 0.00% | Add +1.0% | 17,091 | $824K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,261 | $784K |
| Swisher Financial Concepts, Inc. | 0.62% | Reduce -17.7% | 15,540 | $749K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.9% | 14,532 | $700K |
| Avantax Advisory Services, Inc. | 0.00% | New | 13,733 | $662K |
| Bill Few Associates, Inc. | 0.24% | Add +0.9% | 13,711 | $661K |
| Certified Advisory Corp | 0.05% | Add +0.5% | 9,016 | $435K |
| Milestone Asset Management Group, LLC | 0.39% | Add +20.0% | 8,977 | $433K |
| Belpointe Asset Management LLC | 0.02% | New | 8,856 | $427K |
| Whipplewood Advisors, LLC | 0.23% | Reduce -55.4% | 3,433 | $396K |
| Independence Asset Advisors, LLC | 1.26% | New | 8,038 | $387K |
| MML Investors Services, LLC | 0.00% | Add +40.9% | 7,503 | $362K |
| RFG Advisory, LLC | 0.01% | New | 5,610 | $270K |
| Silver Oak Securities, Incorporated | 0.02% | New | 5,249 | $251K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,700 | $227K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,451 | $215K |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 4,407 | $212K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.5% | 3,229 | $156K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 1,617 | $78K |
| Mattson Financial Services, LLC | 0.02% | Add +6.0% | 1,584 | $76K |
| Bank of Montreal | 0.00% | Add +43.4% | 1,312 | $63K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $47K |
| Morgan Stanley | 0.00% | Reduce -27.6% | 886 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 550 | $27K |
| NewEdge Advisors, LLC | 0.00% | Add +29.6% | 363 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| Cwm, LLC | 0.00% | Add +0.7% | 144 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 113 | $5K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.5% | 110 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 38 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 13 | $627 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 13 | $627 |
| Royal Bank of Canada | 0.00% | Add +400.0% | 5 | $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.