JPRE Institutional Ownership & Shareholders
JPMORGAN REALTY INCOME ETF (JPRE) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $396.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JPRE tracked by InsiderSet, reporting ownership valued at approximately $294.36M in its June 30, 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 $287.77M, representing an estimated loss of -2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed JPRE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, National Philanthropic Trust, 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
58
Total Reported Value
$396.14M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$294.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.02% | 5,537,229 | $294,359,094 | $287,769,791 | -$6,589,303 | -2.24% | |
| National Philanthropic Trust | 0.19% | 255,407 | $13,327,137 | $13,273,502 | -$53,635 | -0.40% | |
| Raymond James Financial Inc | 0.00% | 219,739 | $11,465,939 | $11,419,836 | -$46,103 | -0.40% | |
| Eclectic Associates Inc | 1.23% | 222,651 | $11,001,597 | $11,571,172 | +$569,575 | +5.18% | |
| First Foundation Advisors | 0.37% | 197,518 | $10,306,492 | $10,265,010 | -$41,482 | -0.40% | |
| Anderson Financial Strategies, Llc | 4.38% | 158,021 | $8,422,519 | $8,212,351 | -$210,168 | -2.50% | |
| Beta Wealth Group, Inc. | 2.37% | 120,874 | $6,307,213 | $6,281,822 | -$25,391 | -0.40% | |
| Oarsman Capital, Inc. | 0.60% | 107,800 | $5,624,993 | $5,602,366 | -$22,627 | -0.40% | |
| Lpl Financial Llc | 0.00% | 97,193 | $5,071,529 | $5,051,120 | -$20,409 | -0.40% | |
| Wells Fargo & Company/Mn | 0.00% | 70,245 | $3,665,384 | $3,650,633 | -$14,751 | -0.40% | |
| Cetera Investment Advisers | 0.00% | 55,677 | $2,905,229 | $2,893,534 | -$11,695 | -0.40% | |
| Medallion Wealth Advisors, Llc | 0.82% | 8,147 | $2,612,147 | $423,400 | -$2,188,747 | -83.79% | |
| Central Trust Co | 0.03% | 34,244 | $1,786,853 | $1,779,661 | -$7,192 | -0.40% | |
| 21 West Wealth Management Llc | 1.30% | 30,224 | $1,493,368 | $1,570,741 | +$77,373 | +5.18% | |
| Envestnet Asset Management Inc | 0.00% | 23,110 | $1,205,902 | $1,201,027 | -$4,875 | -0.40% | |
| One Capital Management, Llc | 0.03% | 24,426 | $1,174,164 | $1,269,419 | +$95,255 | +8.11% | |
| Susquehanna International Group, Llp | 0.00% | 22,345 | $1,165,962 | $1,161,270 | -$4,692 | -0.40% | |
| Orion Porfolio Solutions, Llc | 0.01% | 21,772 | $1,136,085 | $1,131,491 | -$4,594 | -0.40% | |
| Citadel Advisors Llc | 0.00% | 21,094 | $1,100,685 | $1,096,255 | -$4,430 | -0.40% | |
| Plan Group Financial, Llc | 0.21% | 20,809 | $1,055,213 | $1,081,444 | +$26,231 | +2.49% | |
| Silver Oak Securities, Incorporated | 0.06% | 20,121 | $1,049,913 | $1,045,688 | -$4,225 | -0.40% | |
| Bill Few Associates, Inc. | 0.18% | 17,187 | $849,210 | $893,208 | +$43,998 | +5.18% | |
| Goldman Sachs Group Inc | 0.00% | 16,261 | $848,499 | $845,084 | -$3,415 | -0.40% | |
| Independence Asset Advisors, Llc | 0.16% | 14,033 | $693,376 | $729,295 | +$35,919 | +5.18% | |
| Plus Group Wealth Advisors Llc | 0.61% | 13,702 | $677,015 | $712,093 | +$35,078 | +5.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,111 | $631,972 | $629,409 | -$2,563 | -0.41% | |
| Osaic Holdings, Inc. | 0.00% | 11,822 | $616,888 | $614,389 | -$2,499 | -0.41% | |
| Bank Of Montreal | 0.00% | 10,346 | $539,838 | $537,682 | -$2,156 | -0.40% | |
| Capital Analysts, Llc | 0.01% | 9,823 | $512,000 | $510,501 | -$1,499 | -0.29% | |
| Mml Investors Services, Llc | 0.00% | 8,936 | $466,283 | $464,404 | -$1,879 | -0.40% | |
| Certified Advisory Corp | 0.04% | 9,292 | $459,105 | $482,905 | +$23,800 | +5.18% | |
| Milestone Asset Management Group, Llc | 0.21% | 9,106 | $449,914 | $473,239 | +$23,325 | +5.18% | |
| Whipplewood Advisors, Llc | 0.30% | 9,046 | $446,963 | $470,121 | +$23,158 | +5.18% | |
| Morgan Stanley | 0.00% | 6,531 | $340,788 | $339,416 | -$1,372 | -0.40% | |
| Swisher Financial Concepts, Inc. | 0.21% | 6,429 | $335,489 | $334,115 | -$1,374 | -0.41% | |
| Flagship Harbor Advisors, Llc | 0.01% | 6,418 | $317,104 | $333,543 | +$16,439 | +5.18% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 5,780 | $301,614 | $300,387 | -$1,227 | -0.41% | |
| Focus Financial Network, Inc. | 0.01% | 5,191 | $256,487 | $269,776 | +$13,289 | +5.18% | |
| Northern Trust Corp | 0.00% | 4,453 | $232,358 | $231,422 | -$936 | -0.40% | |
| Axxcess Wealth Management, Llc | 0.01% | 4,564 | $225,531 | $237,191 | +$11,660 | +5.17% | |
| Mor Wealth Management, Llc | 0.08% | 3,990 | $208,198 | $207,360 | -$838 | -0.40% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,824 | $95,154 | $94,793 | -$361 | -0.38% | |
| Assetmark, Inc | 0.00% | 1,492 | $73,720 | $77,539 | +$3,819 | +5.18% | |
| Huntington National Bank | 0.00% | 1,398 | $72,948 | $72,654 | -$294 | -0.40% | |
| Geneos Wealth Management Inc. | 0.00% | 874 | $45,605 | $45,422 | -$183 | -0.40% | |
| Mcdonald Partners Llc | 0.01% | 666 | $34,752 | $34,612 | -$140 | -0.40% | |
| Spire Wealth Management | 0.00% | 600 | $29,646 | $31,182 | +$1,536 | +5.18% | |
| Fmr Llc | 0.00% | 457 | $23,865 | $23,750 | -$115 | -0.48% | |
| Smartleaf Asset Management Llc | 0.00% | 426 | $22,678 | $22,139 | -$539 | -2.38% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 371 | $19,359 | $19,281 | -$78 | -0.40% |
Frequently asked questions about JPRE
Who are the largest institutional holders of JPRE?
The largest institutional holders of JPRE reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, National Philanthropic Trust, Raymond James Financial Inc, Eclectic Associates Inc, and First Foundation Advisors. InsiderSet ranks institutional holders by their latest reported JPRE position.
What is JPRE institutional ownership?
This page tracks JPRE positions reported by institutional investment managers through SEC Form 13F. JPMORGAN REALTY INCOME ETF (JPRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPRE?
InsiderSet currently tracks 58 institutional managers reporting JPRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPRE shareholders.
How much JPRE stock do institutions own?
Institutional investment managers disclosed approximately $396.14M in JPRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPRE institutional ownership last updated?
The latest JPRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPRE position after the reporting date.
Are institutions buying or selling JPRE?
Institutional buying and selling can be analyzed by comparing JPRE positions across consecutive 13F reporting periods. InsiderSet's JPRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPRE ownership changes.
How has JPRE institutional ownership changed over time?
InsiderSet tracks JPRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.