JPMORGAN REALTY INCOME ETF (JPRE) Institutional Ownership Changes & 13F Activity

JPMORGAN REALTY INCOME ETF (JPRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, First Foundation Advisors, Wells Fargo & Company/Mn, Raymond James Financial Inc, and National Philanthropic Trust.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-939-4.3%21,094$1.10MQ2 2026Sep 02, 2026
Anderson Financial Strategies, LlcSell-220-0.1%158,021$8.42MQ2 2026Aug 20, 2026
First Foundation AdvisorsSell-97,859-33.1%197,518$10.31MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+59,496+553.5%70,245$3.67MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+26,126+13.5%219,739$11.47MQ2 2026Aug 14, 2026
National Philanthropic TrustSell-19,784-7.2%255,407$13.33MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-19,151-46.2%22,345$1.17MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+7,597+1381.3%8,147$2.61MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,175+11.1%21,772$1.14MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+325+2.8%11,822$616.89KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+150150$8.02KQ2 2026Aug 14, 2026
Huntington National BankBuy+1,3981,398$72.95KQ2 2026Aug 13, 2026
Fmr LlcBuy+457457$23.86KQ2 2026Aug 13, 2026
Morgan StanleyBuy+3+0.0%6,531$340.79KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+5,537,2295,537,229$294.36MQ2 2026Aug 12, 2026
Bank Of MontrealBuy+5,004+93.7%10,346$539.84KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-302-0.5%55,677$2.91MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Sell-37-0.6%5,780$301.61KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+3434$1.77KQ2 2026Aug 11, 2026
Oarsman Capital, Inc.Buy+15,461+16.7%107,800$5.62MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+1,648+8.9%20,121$1.05MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,574-1.6%97,193$5.07MQ2 2026Aug 07, 2026
Mml Investors Services, LlcSell-777-8.0%8,936$466.28KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-8-0.4%1,824$95.15KQ2 2026Aug 07, 2026
Mor Wealth Management, LlcBuy+3,9903,990$208.20KQ2 2026Aug 06, 2026
Swisher Financial Concepts, Inc.Sell-1,859-22.4%6,429$335.49KQ2 2026Aug 06, 2026
Capital Analysts, LlcBuy+3,876+65.2%9,823$512.00KQ2 2026Aug 05, 2026
Parallel Advisors, LlcSell-57-43.2%75$3.91KQ2 2026Aug 05, 2026
Envestnet Asset Management IncSell-2,012-8.0%23,110$1.21MQ2 2026Aug 03, 2026
Central Trust CoBuy+5,164+17.8%34,244$1.79MQ2 2026Jul 31, 2026
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Frequently asked questions about JPRE activity

  • Which institutional owners are buying JPRE?

    Institutional owners buying JPRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPRE activity?

    "Buy" means an investor increased their reported position in JPRE compared to the prior reporting period. This reflects growing exposure to JPMORGAN REALTY INCOME ETF (JPRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPRE increasing?

    Institutional interest in JPRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.