JPMorgan Realty Income ETFJPREETF
13F holders, Q3 2025 (September 30)55holders −1
5new positions
5sold out
$47.93avg. 13F price*
At the end of Q3 2025, 55 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, down 1 from Q2 2025. 5 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($298.1M), First Foundation Advisors ($21.1M) and National Philanthropic Trust ($10.8M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $377K |
| Exits | 5 | $9.2M |
All 13F filers, Q2 2025 → Q3 2025: 431,254 shares bought and 349,650 shares sold, net +81,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| JPMorgan Chase & Co. | 0.02% | Add +3.9% | 6,220,324 | $298.1M |
| First Foundation Advisors | 0.78% | Reduce -16.4% | 439,183 | $21.1M |
| National Philanthropic Trust | 0.12% | Add +8.0% | 225,015 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Add +26.9% | 160,068 | $7.7M |
| Anderson Financial Strategies, LLC | 4.29% | Add +12.6% | 151,272 | $7.3M |
| LPL Financial LLC | 0.00% | Add +3.0% | 125,089 | $6.0M |
| Beta Wealth Group, Inc. | 2.20% | Add +6.7% | 116,507 | $5.6M |
| Eclectic Associates Inc. | 0.93% | Add +40.3% | 105,225 | $5.0M |
| First American Trust, FSB | 0.37% | Add +5.6% | 105,123 | $5.0M |
| Oarsman Capital, Inc. | 0.53% | Add +21.6% | 78,341 | $3.8M |
| Cetera Investment Advisers | 0.00% | Add +64.6% | 76,861 | $3.7M |
| 21 West Wealth Management LLC | 1.32% | Add +3.1% | 29,092 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 22,836 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.7% | 22,473 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +47.1% | 19,244 | $922K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.0% | 16,261 | $779K |
| Bill Few Associates, Inc. | 0.19% | Add +3.2% | 15,110 | $724K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.6% | 14,468 | $693K |
| CENTRAL TRUST Co | 0.01% | Add +110430.8% | 14,369 | $689K |
| Independence Asset Advisors, LLC | 0.24% | Reduce -3.0% | 11,734 | $562K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.1% | 10,172 | $488K |
| Milestone Asset Management Group, LLC | 0.29% | Add +6.9% | 9,633 | $462K |
| Certified Advisory Corp | 0.04% | Add +0.6% | 9,123 | $437K |
| Whipplewood Advisors, LLC | 0.26% | Reduce -0.8% | 8,121 | $389K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 8,044 | $386K |
| Swisher Financial Concepts, Inc. | 0.22% | Reduce -36.0% | 7,714 | $370K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.4% | 7,192 | $345K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.7% | 6,071 | $292K |
| Bank of Montreal | 0.00% | Add +32.8% | 5,728 | $275K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.2% | 4,926 | $236K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.0% | 4,702 | $225K |
| Northern Trust Corp. | 0.00% | New | 4,453 | $213K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,451 | $213K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,139 | $103K |
| Assetmark, Inc. | 0.00% | Reduce -96.0% | 1,834 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 1,656 | $79K |
| Wells Fargo & Company | 0.00% | Add +1467.1% | 1,144 | $55K |
| Center for Financial Planning, Inc. | 0.01% | No change | 981 | $47K |
| Morgan Stanley | 0.00% | Add +0.5% | 894 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $42K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 655 | $31K |
| Spire Wealth Management | 0.00% | New | 600 | $29K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.1% | 593 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 550 | $26K |
| WFA of San Diego, LLC | 0.01% | No change | 443 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 398 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | New | 386 | $19K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 373 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| Farther Finance Advisors, LLC | 0.00% | New | 283 | $14K |
| Bank of America Corp. | 0.00% | Reduce -87.3% | 115 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $623 |
| Royal Bank of Canada | 0.00% | No change | 1 | $0 |
| Cwm, LLC | 0.00% | No change | 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.