JPMorgan Realty Income
JPRE • ARCA
JPMorgan Realty Income is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $376.1M. JPMORGAN CHASE & CO is the largest holder with a position valued at $298.1M.
Overview
Overview of institutional ownership in JPRE as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $376.1M
- Shares Held
- 7.8M
- Avg Position
- $7.5M
- Median Position
- $357.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in JPRE as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $298.1M 0.02% of portfolio |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $21.1M 0.78% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.7M 0.00% of portfolio |
 Anderson Financial Strategies, LLC RIA/Wealth | $7.3M 4.29% of portfolio |
L LPL Financial LLC Institution | $6.0M 0.00% of portfolio |
 Beta Wealth Group, Inc. RIA/Wealth | $5.6M 2.34% of portfolio |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | $5.0M 0.93% of portfolio |
F FIRST AMERICAN TRUST CO Institution | $5.0M 0.37% of portfolio |
 OARSMAN CAPITAL, INC. RIA/Wealth | $3.8M 0.53% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $3.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JPRE in Q3 2025
- Traded
- +$5.4M
- Buyers
- 33
- Sellers
- 15
- Total Bought
- +$20.0M
- Total Sold
- −$14.6M
- Avg Position
- $6.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$11.3M +235.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.6M +33.9K shares |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | +$1.4M +30.2K shares |
Cetera Investment Advisers RIA/Wealth | +$1.4M +30.2K shares |
Anderson Financial Strategies, LLC RIA/Wealth | +$813.1K +17.0K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | +$688.1K +14.4K shares |
OARSMAN CAPITAL, INC. RIA/Wealth | +$665.9K +13.9K shares |
Beta Wealth Group, Inc. RIA/Wealth | +$349.4K +7.3K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | +$295.3K +6.2K shares |
F FIRST AMERICAN TRUST CO Institution | +$268.0K +5.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Gradient Investments LLC RIA/Wealth | −$7.3M −154.3K shares |
FIRST FOUNDATION ADVISORS RIA/Wealth | −$4.1M −85.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$813.4K −17.1K shares |
O OLD MISSION CAPITAL LLC Institution | −$649.2K −13.6K shares |
 GOLDMAN SACHS GROUP INC Institution | −$563.3K −11.8K shares |
 Belpointe Asset Management LLC RIA/Wealth | −$401.1K −8.4K shares |
A Advisor Group Holdings, Inc. Institution | −$246.5K −5.1K shares |
 Swisher Financial Concepts, Inc. RIA/Wealth | −$207.9K −4.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$154.4K −3.2K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$37.7K −787.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JPRE in Q3 2025
- New Positions
- 3
- New Value
- $260.7K
- Exited Positions
- 5
- Exited Value
- $9.2M
New Positions
| Institution | Position Value |
|---|---|
 NORTHERN TRUST CORP Institution | $213.4K 4.5K shares |
 Spire Wealth Management RIA/Wealth | $28.8K 600.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $18.5K 386.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Gradient Investments LLC RIA/Wealth | $7.3M 154.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $813.4K 17.1K shares |
O OLD MISSION CAPITAL LLC Institution | $649.2K 13.6K shares |
Belpointe Asset Management LLC RIA/Wealth | $401.1K 8.4K shares |
P Perkins Coie Trust Co Institution | $5.2K 110.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JPRE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JPRE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Anderson Financial Strategies, LLC RIA/Wealth | 4.29% $7.3M |
Beta Wealth Group, Inc. RIA/Wealth | 2.34% $5.6M |
 21 West Wealth Management LLC RIA/Wealth | 1.32% $1.4M |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | 0.93% $5.0M |
FIRST FOUNDATION ADVISORS RIA/Wealth | 0.78% $21.1M |
OARSMAN CAPITAL, INC. RIA/Wealth | 0.53% $3.8M |
F FIRST AMERICAN TRUST CO Institution | 0.37% $5.0M |
M Milestone Asset Management Group, LLC RIA/Wealth | 0.30% $461.7K |
 Independence Asset Advisors, LLC Fund of Funds | 0.29% $562.4K |
W Whipplewood Advisors, LLC RIA/Wealth | 0.26% $389.2K |