JPMORGAN REALTY INCOME ETF JPRE
$53.13
+1.3% 52w: $45.44 – $53.46
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.4449.4553.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
-5 QoQ
13F value
$371.6M
+9.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 5.7M | $270.3M | 0.0% | +9.3% |
| FIRST FOUNDATION ADVISORS | Other | 295.4K | $14.2M | 0.6% | -27.9% |
| National Philanthropic Trust | Other | 275.2K | $13.2M | 0.1% | +4.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 193.6K | $9.3M | 0.0% | +10.1% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 173.0K | $8.3M | 1.1% | +31.2% |
| Anderson Financial Strategies, LLC | Wealth advisor | 158.2K | $8.2M | 4.5% | +1.4% |
| Beta Wealth Group, Inc. | Wealth advisor | 121.0K | $5.8M | 2.4% | +3.7% |
| LPL Financial LLC | Bank broker | 98.8K | $4.7M | 0.0% | -19.5% |
| OARSMAN CAPITAL, INC. | Wealth advisor | 92.3K | $4.4M | 0.6% | +2.2% |
| Ducere Wealth Management LLC | Wealth advisor | 89.5K | $4.3M | 1.7% | -9.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 77.1K | $3.7M | 0.0% | +115.4% |
| Cetera Investment Advisers | Wealth advisor | 56.0K | $2.7M | 0.0% | +6.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 41.5K | $2.0M | 0.0% | +453.6% |
| 21 West Wealth Management LLC | Wealth advisor | 30.5K | $1.5M | 1.4% | +2.3% |
| CENTRAL TRUST Co | Diversified mechanical | 29.1K | $1.4M | 0.0% | +26.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 25.2K | $1.2M | 0.0% | +9.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 25.1K | $1.2M | 0.0% | +6.5% |
| One Capital Management, LLC | Wealth advisor | 24.4K | $1.2M | 0.0% | +4.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 22.0K | $1.1M | 0.0% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 19.6K | $942K | 0.0% | +44.0% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 18.5K | $888K | 0.1% | +1.5% |
| Bill Few Associates, Inc. | Other | 17.0K | $816K | 0.2% | +4.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 16.3K | $782K | 0.0% | Held |
| Independence Asset Advisors, LLC | Wealth advisor | 14.5K | $698K | 0.3% | +0.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 13.5K | $647K | 0.0% | +0.6% |
| Tower Research Capital LLC (TRC) | Market maker | 13.2K | $633K | 0.0% | +63.5% |
| Plus Group Wealth Advisors LLC | Wealth advisor | 11.8K | $566K | 0.6% | +6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 11.6K | $559K | 0.0% | -0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.5K | $553K | 0.0% | +64.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 11.3K | $544K | 0.0% | +28.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 10.7K | $517K | 0.0% | -51.0% |
| Whipplewood Advisors, LLC | Wealth advisor | 10.6K | $508K | 0.3% | -1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 9.7K | $467K | 0.0% | -1.1% |
| Milestone Asset Management Group, LLC | Wealth advisor | 9.4K | $451K | 0.3% | +0.1% |
| Certified Advisory Corp | Wealth advisor | 9.2K | $444K | 0.0% | +0.3% |
| Swisher Financial Concepts, Inc. | Wealth advisor | 8.3K | $398K | 0.2% | +7.2% |
| MORGAN STANLEY | Bank broker | 6.5K | $314K | 0.0% | 0.0% |
| Capital Analysts, LLC | Wealth advisor | 5.9K | $286K | 0.0% | +1950.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 5.8K | $280K | 0.0% | +0.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 5.3K | $257K | 0.0% | +0.1% |
| NORTHERN TRUST CORP | Index provider | 4.5K | $214K | 0.0% | Held |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 4.4K | $213K | 0.0% | +2.5% |
| FIRST AMERICAN TRUST, FSB | Other | 4.4K | $213K | 0.0% | -38.2% |
| JANE STREET GROUP, LLC | Market maker | 4.3K | $205K | 0.0% | -44.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.8K | $88K | 0.0% | +10.2% |
| ASSETMARK, INC | Wealth advisor | 1.8K | $87K | 0.0% | Held |
| Center for Financial Planning, Inc. | Wealth advisor | 981 | $47K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 874 | $42K | 0.0% | Held |
| Spire Wealth Management | Wealth advisor | 600 | $29K | 0.0% | Held |
| AdvisorNet Financial, Inc | Wealth advisor | 561 | $27K | 0.0% | +38.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.