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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -939 | -4.3% | 21,094 | $1.10M | Q2 2026 | Sep 02, 2026 |
| Anderson Financial Strategies, Llc | Sell | -220 | -0.1% | 158,021 | $8.42M | Q2 2026 | Aug 20, 2026 |
| First Foundation Advisors | Sell | -97,859 | -33.1% | 197,518 | $10.31M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +59,496 | +553.5% | 70,245 | $3.67M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +26,126 | +13.5% | 219,739 | $11.47M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Sell | -19,784 | -7.2% | 255,407 | $13.33M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -19,151 | -46.2% | 22,345 | $1.17M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +7,597 | +1381.3% | 8,147 | $2.61M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +2,175 | +11.1% | 21,772 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +325 | +2.8% | 11,822 | $616.89K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +150 | — | 150 | $8.02K | Q2 2026 | Aug 14, 2026 |
| Huntington National Bank | Buy | +1,398 | — | 1,398 | $72.95K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +457 | — | 457 | $23.86K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +3 | +0.0% | 6,531 | $340.79K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +5,537,229 | — | 5,537,229 | $294.36M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +5,004 | +93.7% | 10,346 | $539.84K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -302 | -0.5% | 55,677 | $2.91M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -37 | -0.6% | 5,780 | $301.61K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +34 | — | 34 | $1.77K | Q2 2026 | Aug 11, 2026 |
| Oarsman Capital, Inc. | Buy | +15,461 | +16.7% | 107,800 | $5.62M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +1,648 | +8.9% | 20,121 | $1.05M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,574 | -1.6% | 97,193 | $5.07M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -777 | -8.0% | 8,936 | $466.28K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -8 | -0.4% | 1,824 | $95.15K | Q2 2026 | Aug 07, 2026 |
| Mor Wealth Management, Llc | Buy | +3,990 | — | 3,990 | $208.20K | Q2 2026 | Aug 06, 2026 |
| Swisher Financial Concepts, Inc. | Sell | -1,859 | -22.4% | 6,429 | $335.49K | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, Llc | Buy | +3,876 | +65.2% | 9,823 | $512.00K | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Sell | -57 | -43.2% | 75 | $3.91K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -2,012 | -8.0% | 23,110 | $1.21M | Q2 2026 | Aug 03, 2026 |
| Central Trust Co | Buy | +5,164 | +17.8% | 34,244 | $1.79M | Q2 2026 | Jul 31, 2026 |
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.