Who owns JPRE?
JPMorgan Realty Income ETF · JPMorgan
64 institutions reported holding JPRE, worth $397.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $294.4M | 5,537,229 | −160,332 shares |
| National Philanthropic Trust | Jenkintown, PA | $13.3M | 255,407 | −19,784 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $11.5M | 219,739 | +26,126 shares |
| Eclectic Associates Inc. | Fullerton, CA | $10.4M | 198,949 | +25,983 shares |
| First Foundation Advisors | Irvine, CA | $10.3M | 197,518 | −97,859 shares |
| Anderson Financial Strategies, LLC | Dayton, OH | $8.4M | 158,021 | −220 shares |
| Beta Wealth Group, Inc. | San Diego, CA | $6.3M | 120,874 | −99 shares |
| Oarsman Capital, Inc. | Milwaukee, WI | $5.6M | 107,800 | +15,461 shares |
| LPL Financial LLC | Fort Mill, SC | $5.1M | 97,193 | −1,574 shares |
| Wells Fargo & Company | San Francisco, CA | $3.7M | 70,245 | +59,496 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPRE?
64 institutional managers reported holding JPRE in Form 13F filings for June 30, 2026, worth $397.8M in total. The largest reported position was held by JPMorgan Chase & Co, at $294.4M.
Did institutions buy or sell JPRE last quarter?
Reported 13F value rose 7.1% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.