JPMorgan Realty Income ETFJPREETF
13F holders, Q1 2026 (March 31)63holders −5
3new positions
7sold out
1famous investor
$47.68avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding JPMorgan Realty Income ETF (JPRE) in their 13F filings, down 5 from Q4 2025. 3 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($270.3M), First Foundation Advisors ($14.2M) and National Philanthropic Trust ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Realty Income ETF
- CUSIP
- 46641Q126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 7 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 704,360 shares bought and 189,757 shares sold, net +514,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| JPMorgan Chase & Co. | 0.02% | Add +9.3% | 5,697,561 | $270.3M |
| First Foundation Advisors | 0.57% | Reduce -27.9% | 295,377 | $14.2M |
| National Philanthropic Trust | 0.14% | Add +4.3% | 275,191 | $13.2M |
| Raymond James Financial Inc. | 0.00% | Add +10.2% | 193,613 | $9.3M |
| Eclectic Associates Inc. | 1.10% | Add +31.2% | 172,966 | $8.3M |
| Anderson Financial Strategies, LLC | 4.48% | Add +1.4% | 158,241 | $8.2M |
| Beta Wealth Group, Inc. | 2.41% | Add +3.7% | 120,973 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -19.5% | 98,767 | $4.7M |
| Oarsman Capital, Inc. | 0.55% | Add +2.2% | 92,339 | $4.4M |
| Ducere Wealth Management LLC | 1.71% | Reduce -9.4% | 89,546 | $4.3M |
| Two Sigma Investments, LP | 0.00% | Add +115.4% | 77,100 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 55,979 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +453.6% | 41,496 | $2.0M |
| 21 West Wealth Management LLC | 1.36% | Add +2.3% | 30,502 | $1.5M |
| CENTRAL TRUST Co | 0.03% | Add +25.9% | 29,080 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.1% | 25,242 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 25,122 | $1.2M |
| One Capital Management, LLC | 0.03% | Add +4.4% | 24,426 | $1.2M |
| Citadel Advisors | 0.00% | New | 22,033 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +44.0% | 19,597 | $942K |
| Silver Oak Securities, Incorporated | 0.06% | Add +1.5% | 18,473 | $888K |
| Bill Few Associates, Inc. | 0.20% | Add +4.4% | 16,973 | $816K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,261 | $782K |
| Independence Asset Advisors, LLC | 0.25% | Add +0.3% | 14,527 | $698K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 13,460 | $647K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +63.5% | 13,164 | $633K |
| Plus Group Wealth Advisors LLC | 0.62% | Add +6.0% | 11,783 | $566K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 11,637 | $559K |
| Osaic Holdings, Inc. | 0.00% | Add +64.3% | 11,497 | $553K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.3% | 11,318 | $544K |
| Wells Fargo & Company | 0.00% | Reduce -51.0% | 10,749 | $517K |
| Whipplewood Advisors, LLC | 0.26% | Reduce -1.0% | 10,564 | $508K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 9,713 | $467K |
| Milestone Asset Management Group, LLC | 0.26% | Add +0.1% | 9,379 | $451K |
| Certified Advisory Corp | 0.04% | Add +0.3% | 9,239 | $444K |
| Swisher Financial Concepts, Inc. | 0.22% | Add +7.3% | 8,288 | $398K |
| Morgan Stanley | 0.00% | Add +0.0% | 6,528 | $314K |
| Capital Analysts, LLC | 0.01% | Add +1950.7% | 5,947 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 5,817 | $280K |
| Bank of Montreal | 0.00% | Add +0.1% | 5,342 | $257K |
| Northern Trust Corp. | 0.00% | No change | 4,453 | $214K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.5% | 4,437 | $213K |
| First American Trust, FSB | 0.01% | Reduce -38.2% | 4,428 | $213K |
| Jane Street Group, LLC | 0.00% | Reduce -44.3% | 4,262 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.2% | 1,832 | $88K |
| Assetmark, Inc. | 0.00% | No change | 1,811 | $87K |
| Center for Financial Planning, Inc. | 0.00% | No change | 981 | $47K |
| Geneos Wealth Management Inc. | 0.00% | No change | 874 | $42K |
| Spire Wealth Management | 0.00% | No change | 600 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +38.2% | 561 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 550 | $26K |
| AE Wealth Management LLC | 0.00% | Add +78.5% | 507 | $24K |
| WFA of San Diego, LLC | 0.02% | No change | 443 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 426 | $20K |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 388 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 371 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 339 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.3% | 268 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 132 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 86 | $4K |
| Vanguard Advisers Inc. | 0.00% | — | 44 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $625 |
| 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.