JPMORGAN REALTY INCOME ETF (JPRE) Institutional Shareholders
JPMORGAN REALTY INCOME ETF (JPRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $93.61M in JPRE holdings during the latest filing period.
First Foundation Advisors is currently the largest disclosed institutional shareholder of JPRE tracked by InsiderSet, reporting ownership valued at approximately $14.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.82M, representing an estimated gain of +11.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed JPRE value among the investors covered in this analysis. Major shareholders include First Foundation Advisors, Eclectic Associates Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in JPMORGAN REALTY INCOME ETF (JPRE).
This page ranks the largest institutional JPRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$93.61M
Largest Holder
First Foundation Advisors
Largest Position
$14.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Foundation Advisors | 0.57% | 295,377 | $14,198,766 | $15,820,392 | +$1,621,626 | +11.42% | |
| Eclectic Associates Inc | 1.18% | 198,949 | $10,381,893 | $10,655,708 | +$273,815 | +2.64% | |
| Raymond James Financial Inc | 0.00% | 193,613 | $9,306,985 | $10,369,912 | +$1,062,927 | +11.42% | |
| Anderson Financial Strategies, Llc | 4.48% | 158,241 | $8,152,576 | $8,475,388 | +$322,812 | +3.96% | |
| National Philanthropic Trust | 0.19% | 161,450 | $7,266,299 | $8,647,262 | +$1,380,963 | +19.01% | |
| Beta Wealth Group, Inc. | 2.37% | 120,874 | $6,307,213 | $6,474,011 | +$166,798 | +2.64% | |
| Lpl Financial Llc | 0.00% | 98,767 | $4,747,717 | $5,289,961 | +$542,244 | +11.42% | |
| Oarsman Capital, Inc. | 0.55% | 92,339 | $4,438,734 | $4,945,677 | +$506,943 | +11.42% | |
| Two Sigma Investments, Lp | 0.00% | 77,100 | $3,706,197 | $4,129,476 | +$423,279 | +11.42% | |
| Cetera Investment Advisers | 0.00% | 55,979 | $2,690,919 | $2,998,235 | +$307,316 | +11.42% | |
| Susquehanna International Group, Llp | 0.00% | 41,496 | $1,994,713 | $2,222,526 | +$227,813 | +11.42% | |
| Central Trust Co | 0.03% | 34,244 | $1,786,853 | $1,834,109 | +$47,256 | +2.64% | |
| 21 West Wealth Management Llc | 1.36% | 30,473 | $1,590,081 | $1,632,134 | +$42,053 | +2.64% | |
| Envestnet Asset Management Inc | 0.00% | 25,122 | $1,207,605 | $1,345,534 | +$137,929 | +11.42% | |
| One Capital Management, Llc | 0.03% | 24,426 | $1,174,164 | $1,308,257 | +$134,093 | +11.42% | |
| Citadel Advisors Llc | 0.00% | 22,033 | $1,059,126 | $1,180,087 | +$120,961 | +11.42% | |
| Orion Porfolio Solutions, Llc | 0.01% | 19,597 | $942,020 | $1,049,615 | +$107,595 | +11.42% | |
| Silver Oak Securities, Incorporated | 0.06% | 18,473 | $888,009 | $989,414 | +$101,405 | +11.42% | |
| Bill Few Associates, Inc. | 0.19% | 16,851 | $879,285 | $902,540 | +$23,255 | +2.64% | |
| Goldman Sachs Group Inc | 0.00% | 16,261 | $781,666 | $870,939 | +$89,273 | +11.42% | |
| Independence Asset Advisors, Llc | 0.20% | 14,605 | $762,110 | $782,244 | +$20,134 | +2.64% | |
| Wealthcare Advisory Partners Llc | 0.01% | 13,847 | $722,524 | $741,645 | +$19,121 | +2.65% | |
| Plus Group Wealth Advisors Llc | 0.60% | 12,137 | $633,322 | $650,058 | +$16,736 | +2.64% | |
| Tower Research Capital Llc (Trc) | 0.02% | 13,164 | $632,793 | $705,064 | +$72,271 | +11.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,111 | $631,972 | $648,665 | +$16,693 | +2.64% | |
| Osaic Holdings, Inc. | 0.00% | 11,497 | $552,654 | $615,779 | +$63,125 | +11.42% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 11,318 | $544,057 | $606,192 | +$62,135 | +11.42% | |
| Wells Fargo & Company/Mn | 0.00% | 10,749 | $516,705 | $575,716 | +$59,011 | +11.42% | |
| Milestone Asset Management Group, Llc | 0.25% | 9,397 | $490,318 | $503,303 | +$12,985 | +2.65% | |
| Certified Advisory Corp | 0.04% | 9,292 | $484,843 | $497,680 | +$12,837 | +2.65% | |
| Mml Investors Services, Llc | 0.00% | 9,713 | $466,902 | $520,228 | +$53,326 | +11.42% | |
| Whipplewood Advisors, Llc | 0.31% | 8,870 | $462,837 | $475,077 | +$12,240 | +2.64% | |
| Swisher Financial Concepts, Inc. | 0.22% | 8,288 | $398,406 | $443,905 | +$45,499 | +11.42% | |
| Morgan Stanley | 0.00% | 6,528 | $313,801 | $349,640 | +$35,839 | +11.42% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 5,817 | $279,635 | $311,559 | +$31,924 | +11.42% | |
| Bank Of Montreal | 0.00% | 5,342 | $256,797 | $286,118 | +$29,321 | +11.42% | |
| Axxcess Wealth Management, Llc | 0.00% | 4,550 | $237,418 | $243,698 | +$6,280 | +2.65% | |
| Flagship Harbor Advisors, Llc | 0.01% | 4,510 | $235,324 | $241,556 | +$6,232 | +2.65% | |
| Focus Financial Network, Inc. | 0.01% | 4,307 | $224,739 | $230,683 | +$5,944 | +2.64% | |
| Northern Trust Corp | 0.00% | 4,453 | $214,056 | $238,503 | +$24,447 | +11.42% | |
| First American Trust, Fsb | 0.01% | 4,428 | $212,852 | $237,164 | +$24,312 | +11.42% | |
| Jane Street Group, Llc | 0.00% | 4,262 | $204,874 | $228,273 | +$23,399 | +11.42% | |
| Medallion Wealth Advisors, Llc | 0.01% | 2,750 | $131,397 | $147,290 | +$15,893 | +12.10% | |
| Assetmark, Inc | 0.00% | 1,788 | $93,298 | $95,765 | +$2,467 | +2.64% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,832 | $88,074 | $98,122 | +$10,048 | +11.41% | |
| Center For Financial Planning, Inc. | 0.00% | 981 | $51,189 | $52,542 | +$1,353 | +2.64% | |
| Geneos Wealth Management Inc. | 0.00% | 874 | $42,013 | $46,811 | +$4,798 | +11.42% | |
| Mcdonald Partners Llc | 0.01% | 666 | $34,752 | $35,671 | +$919 | +2.64% | |
| Advisornet Financial, Inc | 0.00% | 642 | $33,500 | $34,386 | +$886 | +2.64% | |
| Spire Wealth Management | 0.00% | 600 | $31,308 | $32,136 | +$828 | +2.64% |
Frequently asked questions about JPRE
Who owns the most JPRE stock?
The largest holders of JPRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN REALTY INCOME ETF (JPRE).
Is JPRE widely held by superinvestors?
Many widely followed stocks like JPRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.