JPRE Institutional Ownership
JPMorgan Realty Income ETF
1W: -1.3%
1M: -5.2%
3M: -6.3%
YTD: +5.5%
1Y: +3.9%
3Y: +36.2%
$49.35
+0.22 (+0.45%)
Weekly Expected Move ±1.3%
$48
$49
$49
$50
$51
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — JPRE
73
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
398M
Total Invested
11
New Positions
23
Increased
30
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 5,537,229 | 273M | -160,332 | -2.8% | 17Q | SEC ↗ |
| 2 | National Philanthropic Trust | 255,407 | 13M | -19,784 | -7.2% | 11Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 219,739 | 11M | +26,126 | +13.5% | 7Q | SEC ↗ |
| 4 | ECLECTIC ASSOCIATES INC /ADV | 198,949 | 10M | +25,983 | +15.0% | 8Q | SEC ↗ |
| 5 | FIRST FOUNDATION ADVISORS | 197,518 | 10M | -97,859 | -33.1% | 10Q | SEC ↗ |
| 6 | Anderson Financial Strategies, LLC | 158,021 | 8M | -220 | -0.1% | 5Q | SEC ↗ |
| 7 | Beta Wealth Group, Inc. | 120,874 | 6M | -99 | -0.1% | 14Q | SEC ↗ |
| 8 | OARSMAN CAPITAL, INC. | 107,800 | 5M | +15,461 | +16.7% | 8Q | SEC ↗ |
| 9 | LPL Financial LLC | 97,193 | 5M | -1,574 | -1.6% | 17Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 70,245 | 3M | +59,496 | +553.5% | 5Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 55,677 | 3M | -302 | -0.5% | 12Q | SEC ↗ |
| 12 | CENTRAL TRUST Co | 34,244 | 2M | +5,164 | +17.8% | 6Q | SEC ↗ |
| 13 | 21 West Wealth Management LLC | 30,473 | 2M | -29 | -0.1% | 5Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 24,484 | 1M | -758 | -3.0% | 10Q | SEC ↗ |
| 15 | One Capital Management, LLC | 24,426 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 23,110 | 1M | -2,012 | -8.0% | 10Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,345 | 1M | -19,151 | -46.2% | 3Q | SEC ↗ |
| 18 | Orion Porfolio Solutions, LLC | 21,772 | 1M | +2,175 | +11.1% | 5Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 21,416 | 1M | +10,098 | +89.2% | 15Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 21,094 | 1M | -939 | -4.3% | 2Q | SEC ↗ |
| 21 | SILVER OAK SECURITIES, INCORPORATED | 20,121 | 993K | +1,648 | +8.9% | 6Q | SEC ↗ |
| 22 | Bill Few Associates, Inc. | 16,851 | 832K | -122 | -0.7% | 17Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 16,261 | 802K | — | +0.0% | 14Q | SEC ↗ |
| 24 | Independence Asset Advisors, LLC | 14,605 | 721K | +78 | +0.5% | 6Q | SEC ↗ |
| 25 | Wealthcare Advisory Partners LLC | 13,847 | 683K | +387 | +2.9% | 9Q | SEC ↗ |
| 26 | Plus Group Wealth Advisors LLC | 12,137 | 599K | +354 | +3.0% | 3Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 12,111 | 598K | +474 | +4.1% | 11Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 11,822 | 583K | +325 | +2.8% | 17Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 10,346 | 511K | +5,004 | +93.7% | 9Q | SEC ↗ |
| 30 | Capital Analysts, LLC | 9,823 | 485K | +3,876 | +65.2% | 3Q | SEC ↗ |
| 31 | Milestone Asset Management Group, LLC | 9,397 | 464K | +18 | +0.2% | 7Q | SEC ↗ |
| 32 | Certified Advisory Corp | 9,292 | 459K | +53 | +0.6% | 11Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 8,936 | 441K | -777 | -8.0% | 9Q | SEC ↗ |
| 34 | Whipplewood Advisors, LLC | 8,870 | 438K | -1,694 | -16.0% | 7Q | SEC ↗ |
| 35 | Medallion Wealth Advisors, LLC | 8,147 | 402K | +7,597 | +1381.3% | 6Q | SEC ↗ |
| 36 | MORGAN STANLEY | 6,531 | 322K | +3 | +0.0% | 17Q | SEC ↗ |
| 37 | Swisher Financial Concepts, Inc. | 6,429 | 317K | -1,859 | -22.4% | 8Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 5,780 | 285K | -37 | -0.6% | 3Q | SEC ↗ |
| 39 | AXXCESS WEALTH MANAGEMENT, LLC | 4,550 | 225K | +113 | +2.5% | 3Q | SEC ↗ |
| 40 | FLAGSHIP HARBOR ADVISORS, LLC NEW | 4,510 | 223K | — | +0.0% | 1Q | SEC ↗ |
| 41 | NORTHERN TRUST CORP | 4,453 | 220K | — | +0.0% | 4Q | SEC ↗ |
| 42 | Focus Financial Network, Inc. NEW | 4,307 | 213K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MOR Wealth Management, LLC NEW | 3,990 | 197K | — | +0.0% | 1Q | SEC ↗ |
| 44 | PNC Financial Services Group, Inc. | 1,824 | 90K | -8 | -0.4% | 9Q | SEC ↗ |
| 45 | ASSETMARK, INC | 1,788 | 88K | -23 | -1.3% | 17Q | SEC ↗ |
| 46 | AE Wealth Management LLC | 995 | 49K | +488 | +96.3% | 3Q | SEC ↗ |
| 47 | Center for Financial Planning, Inc. | 981 | 48K | — | +0.0% | 17Q | SEC ↗ |
| 48 | Geneos Wealth Management Inc. | 874 | 43K | — | +0.0% | 7Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 673 | 33K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MCDONALD PARTNERS LLC NEW | 666 | 33K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 4,510 | 223K |
| Focus Financial Network, Inc. | 4,307 | 213K |
| MOR Wealth Management, LLC | 3,990 | 197K |
| Global Retirement Partners, LLC | 673 | 33K |
| MCDONALD PARTNERS LLC | 666 | 33K |
| FMR LLC | 457 | 23K |
| Integrated Wealth Concepts LLC | 224 | 11K |
| JFS WEALTH ADVISORS, LLC | 154 | 8K |
| JONES FINANCIAL COMPANIES LLLP | 150 | 7K |
| Allworth Financial LP | 34 | 2K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ducere Wealth Management LLC | 89,546 | 4M |
| TWO SIGMA INVESTMENTS, LP | 77,100 | 4M |
| BANK OF AMERICA CORP /DE | 18,185 | 897K |
| Tower Research Capital LLC (TRC) | 13,164 | 650K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 4,451 | 220K |
| FIRST AMERICAN TRUST, FSB | 4,428 | 219K |
| JANE STREET GROUP, LLC | 4,262 | 210K |
| Kestra Advisory Services, LLC | 962 | 47K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 655 | 32K |
| WFA of San Diego, LLC | 443 | 22K |
| NewEdge Advisors, LLC | 388 | 19K |
| Rockefeller Capital Management L.P. | 386 | 19K |
| Capital Investment Advisory Service | 339 | 17K |
| US BANCORP \DE | 64 | 3K |
| VANGUARD ADVISERS INC | 44 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +59,496 | +553.5% | 70,245 |
| RAYMOND JAMES FINANCIAL INC | +26,126 | +13.5% | 219,739 |
| ECLECTIC ASSOCIATES INC /ADV | +25,983 | +15.0% | 198,949 |
| OARSMAN CAPITAL, INC. | +15,461 | +16.7% | 107,800 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +10,098 | +89.2% | 21,416 |
| Medallion Wealth Advisors, LLC | +7,597 | +1381.3% | 8,147 |
| CENTRAL TRUST Co | +5,164 | +17.8% | 34,244 |
| BANK OF MONTREAL /CAN | +5,004 | +93.7% | 10,346 |
| Capital Analysts, LLC | +3,876 | +65.2% | 9,823 |
| Orion Porfolio Solutions, LLC | +2,175 | +11.1% | 21,772 |
| SILVER OAK SECURITIES, INCORPORATED | +1,648 | +8.9% | 20,121 |
| AE Wealth Management LLC | +488 | +96.3% | 995 |
| COMMONWEALTH EQUITY SERVICES, LLC | +474 | +4.1% | 12,111 |
| Wealthcare Advisory Partners LLC | +387 | +2.9% | 13,847 |
| Plus Group Wealth Advisors LLC | +354 | +3.0% | 12,137 |
| OSAIC HOLDINGS, INC. | +325 | +2.8% | 11,822 |
| AXXCESS WEALTH MANAGEMENT, LLC | +113 | +2.5% | 4,550 |
| AdvisorNet Financial, Inc | +81 | +14.4% | 642 |
| Independence Asset Advisors, LLC | +78 | +0.5% | 14,605 |
| Farther Finance Advisors, LLC | +68 | +25.4% | 336 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -160,332 | -2.8% | 5,537,229 |
| FIRST FOUNDATION ADVISORS | -97,859 | -33.1% | 197,518 |
| National Philanthropic Trust | -19,784 | -7.2% | 255,407 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -19,151 | -46.2% | 22,345 |
| ENVESTNET ASSET MANAGEMENT INC | -2,012 | -8.0% | 23,110 |
| Swisher Financial Concepts, Inc. | -1,859 | -22.4% | 6,429 |
| Whipplewood Advisors, LLC | -1,694 | -16.0% | 8,870 |
| LPL Financial LLC | -1,574 | -1.6% | 97,193 |
| CITADEL ADVISORS LLC | -939 | -4.3% | 21,094 |
| MML INVESTORS SERVICES, LLC | -777 | -8.0% | 8,936 |
| Cambridge Investment Research Advis | -758 | -3.0% | 24,484 |
| Cetera Investment Advisers | -302 | -0.5% | 55,677 |
| Anderson Financial Strategies, LLC | -220 | -0.1% | 158,021 |
| Bill Few Associates, Inc. | -122 | -0.7% | 16,851 |
| Beta Wealth Group, Inc. | -99 | -0.1% | 120,874 |
| Parallel Advisors, LLC | -57 | -43.2% | 75 |
| Stratos Wealth Partners, LTD. | -37 | -0.6% | 5,780 |
| 21 West Wealth Management LLC | -29 | -0.1% | 30,473 |
| ASSETMARK, INC | -23 | -1.3% | 1,788 |
| Vision Retirement, LLC | -20 | -23.3% | 66 |