JPMorgan Realty Income ETFJPREETF
13F holders, Q2 2025 (June 30)56holders +6
9new positions
6sold out
$47.64avg. 13F price*
At the end of Q2 2025, 56 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, up 6 from Q1 2025. 9 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($285.1M), First Foundation Advisors ($25.0M) and National Philanthropic Trust ($9.9M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $13.0M |
| Exits | 6 | $5.9M |
All 13F filers, Q1 2025 → Q2 2025: 898,282 shares bought and 148,311 shares sold, net +749,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| JPMorgan Chase & Co. | 0.02% | Add +6.9% | 5,984,864 | $285.1M |
| First Foundation Advisors | 0.93% | Add +6.7% | 525,032 | $25.0M |
| National Philanthropic Trust | 0.13% | Add +10.9% | 208,339 | $9.9M |
| Gradient Investments LLC | 0.13% | Add +2.7% | 154,278 | $7.3M |
| Anderson Financial Strategies, LLC | 4.09% | New | 134,307 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +119.5% | 126,148 | $6.0M |
| LPL Financial LLC | 0.00% | Add +3.0% | 121,469 | $5.8M |
| Beta Wealth Group, Inc. | 1.91% | Add +18.3% | 109,218 | $5.2M |
| First American Trust, FSB | 0.38% | New | 99,532 | $4.7M |
| Eclectic Associates Inc. | 0.78% | Add +59.8% | 74,989 | $3.6M |
| Oarsman Capital, Inc. | 0.48% | Add +22.8% | 64,447 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 46,687 | $2.2M |
| Assetmark, Inc. | 0.01% | Reduce -1.3% | 46,049 | $2.2M |
| 21 West Wealth Management LLC | 1.36% | — | 28,226 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +72.3% | 28,014 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 22,353 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +56.6% | 21,501 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.7% | 21,066 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 17,074 | $813K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -24.7% | 14,711 | $701K |
| Bill Few Associates, Inc. | 0.20% | Add +6.8% | 14,641 | $697K |
| Old Mission Capital LLC | 0.02% | New | 13,628 | $649K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 13,393 | $638K |
| Silver Oak Securities, Incorporated | 0.05% | Add +149.3% | 13,083 | $623K |
| Independence Asset Advisors, LLC | 0.36% | Add +50.6% | 12,103 | $577K |
| Swisher Financial Concepts, Inc. | 0.37% | Reduce -22.4% | 12,052 | $574K |
| Osaic Holdings, Inc. | 0.00% | Add +153.9% | 11,189 | $536K |
| Certified Advisory Corp | 0.04% | Add +0.6% | 9,070 | $432K |
| Milestone Asset Management Group, LLC | 0.32% | Add +0.4% | 9,014 | $429K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.9% | 8,419 | $401K |
| Whipplewood Advisors, LLC | 0.21% | Add +138.6% | 8,191 | $390K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 7,450 | $355K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,575 | $313K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.0% | 4,701 | $224K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,451 | $212K |
| Bank of Montreal | 0.00% | Add +228.8% | 4,314 | $206K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 3,489 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 1,653 | $79K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $47K |
| Bank of America Corp. | 0.00% | Reduce -94.7% | 902 | $43K |
| Morgan Stanley | 0.00% | Add +0.5% | 890 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $42K |
| Global Retirement Partners, LLC | 0.00% | — | 771 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 655 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 550 | $26K |
| WFA of San Diego, LLC | 0.02% | — | 443 | $21K |
| Smartleaf Asset Management LLC | 0.00% | New | 426 | $20K |
| AdvisorNet Financial, Inc | 0.00% | New | 392 | $19K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 366 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| Perkins Coie Trust Co | 0.00% | No change | 110 | $5K |
| Wells Fargo & Company | 0.00% | New | 73 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 13 | $620 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $619 |
| Royal Bank of Canada | 0.00% | Reduce -80.0% | 1 | $0 |
| Cwm, LLC | 0.00% | Reduce -93.8% | 9 | $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.