JPMorgan Realty Income ETFJPREETF
13F holders, Q4 2025 (December 31)68holders +13
12new positions
2sold out
$46.71avg. 13F price*
At the end of Q4 2025, 68 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, up 13 from Q3 2025. 12 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($243.4M), First Foundation Advisors ($19.1M) and National Philanthropic Trust ($12.3M).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 2 | $225K |
All 13F filers, Q3 2025 → Q4 2025: 266,839 shares bought and 1,170,858 shares sold, net −904,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -16.2% | 5,211,389 | $243.4M |
| First Foundation Advisors | 0.72% | Reduce -6.8% | 409,393 | $19.1M |
| National Philanthropic Trust | 0.12% | Add +17.3% | 263,846 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +9.8% | 175,773 | $8.2M |
| Anderson Financial Strategies, LLC | 4.23% | Add +3.1% | 156,044 | $7.3M |
| Eclectic Associates Inc. | 0.96% | Add +25.3% | 131,821 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 122,707 | $5.7M |
| Beta Wealth Group, Inc. | 2.19% | Add +0.1% | 116,647 | $5.4M |
| Ducere Wealth Management LLC | 1.79% | — | 98,851 | $4.6M |
| Oarsman Capital, Inc. | 0.55% | Add +15.3% | 90,369 | $4.2M |
| Cetera Investment Advisers | 0.00% | Reduce -31.6% | 52,600 | $2.5M |
| Two Sigma Investments, LP | 0.00% | New | 35,800 | $1.7M |
| 21 West Wealth Management LLC | 1.27% | Add +2.5% | 29,828 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 23,588 | $1.1M |
| One Capital Management, LLC | 0.03% | New | 23,395 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.0% | 23,137 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Add +60.7% | 23,088 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +1819.0% | 21,953 | $1.0M |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -5.5% | 18,193 | $858K |
| Bank of America Corp. | 0.00% | Add +15713.0% | 18,185 | $849K |
| Bill Few Associates, Inc. | 0.19% | Add +7.6% | 16,261 | $760K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,261 | $760K |
| Independence Asset Advisors, LLC | 0.37% | Add +23.4% | 14,483 | $677K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +89.2% | 13,608 | $636K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.5% | 13,377 | $625K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.6% | 11,652 | $544K |
| Plus Group Wealth Advisors LLC | 0.58% | — | 11,119 | $519K |
| Whipplewood Advisors, LLC | 0.32% | Add +31.4% | 10,674 | $499K |
| MML Investors Services, LLC | 0.00% | Add +22.1% | 9,823 | $459K |
| Milestone Asset Management Group, LLC | 0.25% | Reduce -2.7% | 9,370 | $438K |
| Certified Advisory Corp | 0.04% | Add +0.9% | 9,210 | $430K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +79.0% | 8,820 | $412K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +276.4% | 8,051 | $376K |
| Swisher Financial Concepts, Inc. | 0.20% | Add +0.2% | 7,728 | $361K |
| Jane Street Group, LLC | 0.00% | New | 7,649 | $357K |
| Susquehanna International Group, LLP | 0.00% | New | 7,496 | $350K |
| First American Trust, FSB | 0.02% | Reduce -93.2% | 7,165 | $335K |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 6,997 | $327K |
| Morgan Stanley | 0.00% | Add +630.1% | 6,527 | $305K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,811 | $271K |
| Bank of Montreal | 0.00% | Reduce -6.9% | 5,335 | $249K |
| Northern Trust Corp. | 0.00% | No change | 4,453 | $208K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,451 | $208K |
| Axxcess Wealth Management, LLC | 0.00% | New | 4,330 | $202K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 1,811 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 1,662 | $78K |
| Center for Financial Planning, Inc. | 0.00% | No change | 981 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 962 | $45K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 655 | $31K |
| Spire Wealth Management | 0.00% | No change | 600 | $28K |
| Global Retirement Partners, LLC | 0.00% | No change | 593 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 550 | $26K |
| WFA of San Diego, LLC | 0.02% | No change | 443 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.0% | 406 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 386 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 381 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| Capital Analysts, LLC | 0.00% | New | 290 | $14K |
| AE Wealth Management LLC | 0.00% | New | 284 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 283 | $13K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 215 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 105 | $5K |
| Vision Retirement, LLC | 0.00% | — | 86 | $4K |
| US Bancorp \de | 0.00% | New | 64 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $607 |
| 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.