Who owns JPMorgan Realty Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPRE from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 64 institutions disclosed 7.5M shares of JPMorgan Realty Income ETF worth $396.1M — about 82.9% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
64
13F holders
$396.1M
value, 2026 filers
82.9%
of shares outstanding (7.5M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CONEW | 5.5M | $294.4M | 0.0% | 61.6% | new |
| 2 | National Philanthropic Trust | 255,407 | $13.3M | 0.2% | 2.8% | -7.2% |
| 3 | RAYMOND JAMES FINANCIAL INC | 219,739 | $11.5M | 0.0% | 2.4% | +13.5% |
| 4 | ECLECTIC ASSOCIATES INC /ADV | 198,949 | $10.4M | 1.2% | 2.2% | +15.0% |
| 5 | FIRST FOUNDATION ADVISORS | 197,518 | $10.3M | 0.4% | 2.2% | -33.1% |
| 6 | Anderson Financial Strategies, LLC | 158,021 | $8.4M | 4.4% | 1.8% | -0.1% |
| 7 | Beta Wealth Group, Inc. | 120,874 | $6.3M | 2.4% | 1.3% | -0.1% |
| 8 | OARSMAN CAPITAL, INC. | 107,800 | $5.6M | 0.6% | 1.2% | +16.7% |
| 9 | LPL Financial LLC | 97,193 | $5.1M | 0.0% | 1.1% | -1.6% |
| 10 | WELLS FARGO & COMPANY/MN | 70,245 | $3.7M | 0.0% | 0.8% | +553.5% |
| 11 | Cetera Investment Advisers | 55,677 | $2.9M | 0.0% | 0.6% | -0.5% |
| 12 | CENTRAL TRUST Co | 34,244 | $1.8M | 0.0% | 0.4% | +17.8% |
| 13 | 21 West Wealth Management LLC | 30,473 | $1.6M | 1.4% | 0.3% | -0.1% |
| 14 | One Capital Management, LLC | 24,426 | $1.2M | 0.0% | 0.3% | 0.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 23,110 | $1.2M | 0.0% | 0.3% | -8.0% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,345 | $1.2M | 0.0% | 0.2% | -46.2% |
| 17 | Orion Porfolio Solutions, LLC | 21,772 | $1.1M | 0.0% | 0.2% | +11.1% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,416 | $1.1M | 0.0% | 0.2% | +89.2% |
| 19 | CITADEL ADVISORS LLC | 21,094 | $1.1M | 0.0% | 0.2% | -4.3% |
| 20 | SILVER OAK SECURITIES, INCORPORATED | 20,121 | $1.0M | 0.1% | 0.2% | +8.9% |
| 21 | Bill Few Associates, Inc. | 16,851 | $879,285 | 0.2% | 0.2% | -0.7% |
| 22 | GOLDMAN SACHS GROUP INC | 16,261 | $848,499 | 0.0% | 0.2% | 0.0% |
| 23 | Independence Asset Advisors, LLC | 14,605 | $762,110 | 0.2% | 0.2% | +0.5% |
| 24 | Wealthcare Advisory Partners LLC | 13,847 | $722,524 | 0.0% | 0.2% | +2.9% |
| 25 | Plus Group Wealth Advisors LLC | 12,137 | $633,322 | 0.6% | 0.1% | +3.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.