Who Owns JPRE?
JPMorgan Realty Income ETF — Institutional Ownership & 13F Holdings
$51.63
+0.47 (+0.92%)
Market Cap
$505.5M
Shares Outstanding
8,964,985
Institutional Holders
47
Total Inst. Value
$486.0M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
12
Closed Positions
11
Increased
22
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $270.0M | 5,600,876 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $155.6M | 3,229 |
| 3 | FIRST FOUNDATION ADVISORS | $23.7M | 492,017 |
| 4 | Gradient Investments LLC | $7.2M | 150,163 |
| 5 | Capital A Wealth Management, LLCNew | $5.5M | 113,982 |
| 6 | Beta Wealth Group, Inc.New | $4.5M | 92,334 |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.8M | 57,462 |
| 8 | OARSMAN CAPITAL, INC. | $2.5M | 52,503 |
| 9 | ECLECTIC ASSOCIATES INC /ADVNew | $2.3M | 46,939 |
| 10 | Cetera Investment Advisers | $2.0M | 41,647 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +979 | $155.6M |
| FIRST FOUNDATION ADVISORS | +364K | $23.7M |
| Gradient Investments LLC | +10K | $7.2M |
| Capital A Wealth Management, LLCNew | +114K | $5.5M |
| Beta Wealth Group, Inc.New | +92K | $4.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -158K | $270.0M |
| Cetera Investment Advisers | -23K | $2.0M |
| Whipplewood Advisors, LLC | -4K | $396K |
| Swisher Financial Concepts, Inc. | -3K | $749K |
| Tower Research Capital LLC (TRC) | -1K | $5K |
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Frequently Asked Questions
How many institutional investors hold JPRE?
As of Q1 2025, 47 institutional investors report holding JPRE (JPMorgan Realty Income ETF) in their 13F filings.
Which hedge fund owns the most JPRE?
The largest institutional holder of JPRE is JPMORGAN CHASE & CO with $270.0M in shares.
Are institutions buying or selling JPRE?
This quarter, 12 institutions opened new positions in JPRE and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.