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JPMorgan Realty Income ETF (JPRE) Institutional Ownership

JPMorgan Realty Income ETF logo
$47.19 +0.06 (+0.13%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$16.67M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$32.09M
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JPRE Institutional Buying and Selling by Quarter

JPMorgan Realty Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Bill Few Associates Inc.13,591$643K0.2%-2.0%0.175%
1/15/2025 Wealthcare Advisory Partners LLC19,456$920K0.0%+16.5%0.250%
12/26/2024JPMorgan Chase & Co.5,428,957$276.55M0.0%-10.3%69.871%
11/15/2024MML Investors Services LLC5,369$273K0.0%+17.4%0.069%
11/1/2024Assetmark Inc.46,306$2.36M0.0%+65.2%0.596%
11/1/2024Beta Wealth Group Inc.62,049$3.16M1.4%+7.3%0.799%
10/17/2024OmniStar Financial Group Inc.4,230$216K0.2%-57.7%0.054%
10/16/2024Hengehold Capital Management LLC4,451$227K0.0%N/A0.057%
10/5/2024Eclectic Associates Inc. ADV7,235$368K0.1%N/A0.093%
9/30/2024Mattson Financial Services LLC1,098$48K0.0%N/A0.014%
8/22/2024Cetera Investment Advisers79,088$3.49M0.0%+17.9%1.018%
8/16/2024Northwestern Mutual Wealth Management Co.1,755$77K0.0%+79.8%0.023%
8/6/2024First Foundation Advisors91,436$4.03M0.2%+1,415.1%1.177%
7/27/2024OmniStar Financial Group Inc.10,007$441K0.4%-5.3%0.129%
7/18/2024Gradient Investments LLC142,562$6.29M0.1%N/A1.835%
5/24/2024Cetera Investment Advisers67,100$2.94M0.0%+195.7%0.864%
5/10/2024First Foundation Advisors6,035$265K0.0%N/A0.079%
4/23/2024Global Retirement Partners LLC651$29K0.0%+1,151.9%0.009%
2/12/2024Beta Wealth Group Inc.22,762$1.02M0.5%+44.9%0.284%
2/9/2024 Certified Advisory Corp8,777$395K0.1%N/A0.109%
2/9/2024Assetmark Inc.25,527$1.15M0.0%+79,671.9%0.318%
1/19/2024Hengehold Capital Management LLC4,451$200K0.0%-26.2%0.055%
1/17/2024Bill Few Associates Inc.12,974$584K0.3%+107.9%0.162%
1/12/2024 Redhawk Wealth Advisors Inc.32,485$1.46M0.3%N/A0.405%
11/15/2023JPMorgan Chase & Co.6,737,512$262.43M0.0%-16.1%84.009%
11/14/2023Tower Research Capital LLC TRC8,443$329K0.0%+69.5%0.105%
11/13/2023Financial Engines Advisors L.L.C.7,880$307K0.0%-53.0%0.098%
10/20/2023Bill Few Associates Inc.6,239$243K0.1%+7.1%0.078%
10/18/2023Private Trust Co. NA955$37K0.0%N/A0.012%
10/16/2023Hengehold Capital Management LLC6,028$235K0.0%-9.7%0.075%
8/11/2023Financial Engines Advisors L.L.C.16,779$711K0.0%-27.2%0.209%
8/11/2023Beta Wealth Group Inc.15,129$641K0.4%+17.2%0.189%
8/11/2023JPMorgan Chase & Co.8,026,537$340.13M0.0%-23.3%100.082%
8/10/2023Cetera Advisor Networks LLC43,188$1.83M0.0%+22.4%0.539%
7/31/2023LPL Financial LLC11,178$474K0.0%-7.2%0.139%
7/18/2023Bill Few Associates Inc.5,825$247K0.1%+7.5%0.056%
5/9/2023Beta Wealth Group Inc.12,914$546K0.3%N/A0.121%
5/9/2023Tower Research Capital LLC TRC2,345$99K0.0%-81.4%0.022%
5/5/2023Assetmark Inc.74,372$3.14M0.0%+57,552.7%0.697%
2/13/2023JPMorgan Chase & Co.14,392,621$591.25M0.1%-7.8%90.236%
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2/8/2023Capital Analysts LLC900$37K0.0%N/A0.006%
1/24/2023Bill Few Associates Inc.5,506$226K0.1%+10.9%0.035%
1/20/2023Hengehold Capital Management LLC6,872$282K0.0%-28.9%0.043%
11/14/2022Wellspring Financial Advisors LLC32,642$1.40M0.5%N/A0.179%
11/10/2022Tower Research Capital LLC TRC6,836$293K0.0%N/A0.038%
11/1/2022Beta Wealth Group Inc.5,537$237K0.2%-76.5%0.030%
8/11/2022Cetera Advisor Networks LLC31,885$1.55M0.0%N/A0.165%
8/11/2022JPMorgan Chase & Co.15,864,191$768.62M0.1%N/A81.985%
8/5/2022Beta Wealth Group Inc.23,558$1.14M0.8%N/A0.122%
8/3/2022Assetmark Inc.42,406$2.06M0.0%N/A0.219%
7/26/2022Bill Few Associates Inc.4,965$241K0.2%N/A0.026%
7/22/2022Hengehold Capital Management LLC9,658$468K0.1%N/A0.050%
7/19/2022Commonwealth Equity Services LLC5,690$275K0.0%N/A0.029%
7/13/2022Allworth Financial LP1,516$73K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

JPRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPRE shares?

During the previous two years, 23 institutional investors and hedge funds held shares of JPMorgan Realty Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($276.55M), Gradient Investments LLC ($6.29M), First Foundation Advisors ($4.03M), Cetera Investment Advisers ($3.49M), Beta Wealth Group Inc. ($3.16M), Assetmark Inc. ($2.36M), and Cetera Advisor Networks LLC ($1.83M).Learn more on JPRE's institutional investors.

Which institutional investors have been buying JPMorgan Realty Income ETF stock?

Of the 19 institutional investors that purchased JPMorgan Realty Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($142.56K), Assetmark Inc. ($118.01K), First Foundation Advisors ($91.44K), Cetera Investment Advisers ($56.40K), Redhawk Wealth Advisors Inc. ($32.49K), Beta Wealth Group Inc. ($26.40K), and Certified Advisory Corp ($8.78K).

How much institutional buying is happening at JPMorgan Realty Income ETF?

Institutional investors have bought a total of 515,083 shares in the last 24 months. This purchase volume represents approximately $22.81M in transactions.

Which JPMorgan Realty Income ETF major shareholders have been selling company stock?

The following institutional investors have sold JPMorgan Realty Income ETF stock in the last 24 months: JPMorgan Chase & Co. ($5.58M), Financial Engines Advisors L.L.C. ($15.17K), Tower Research Capital LLC TRC ($10.28K), OmniStar Financial Group Inc. ($6.34K), Hengehold Capital Management LLC ($5.02K), LPL Financial LLC ($864.00), and Bill Few Associates Inc. ($283.00).

How much institutional selling is happening at JPMorgan Realty Income ETF?

Institutional investors have sold a total of 5,613,856 shares in the last 24 months. This volume of shares sold represents approximately $236.19M in transactions.



This page (NYSEARCA:JPRE) was last updated on 1/18/2025 by MarketBeat.com Staff
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