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JPMorgan Realty Income ETF (JPRE)

CUSIP: 46641Q126 | NYSE | 116 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Eclectic Associates Inc222,651
1.2% of portfolio›$11.0M
21 West Wealth Management LLC30,224
1.3% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.22,773
0.0% of portfolio›$1.1K
Plan Group Financial, LLC20,809
0.2% of portfolio›$1.1M
Bill Few Associates, Inc.17,187
0.2% of portfolio›$849.2K
Independence Asset Advisors, LLC14,033
0.2% of portfolio›$693.4K
Plus Group Wealth Advisors LLC13,702
0.6% of portfolio›$677.0K
Commonwealth Equity Services, LLC13,486
0.0% of portfolio›$666.3K
Certified Advisory Corp9,292
0.0% of portfolio›$459.1K
Milestone Asset Management Group, LLC9,106
0.2% of portfolio›$449.9K
Whipplewood Advisors, LLC9,046
0.3% of portfolio›$447.0K
Flagship Harbor Advisors, LLC6,418
0.0% of portfolio›$317.1K
Focus Financial Network, Inc.5,191
0.0% of portfolio›$256.5K
Axxcess Wealth Management, LLC4,564
0.0% of portfolio›$225.5K
Assetmark, Inc1,492
0.0% of portfolio›$73.7K
Mcdonald Partners LLC666
0.0% of portfolio›$32.9K
Spire Wealth Management600
0.0% of portfolio›$29.6K
Ashton Thomas Private Wealth, LLC371
0.0% of portfolio›$18.3K
Farther Finance Advisors, LLC336
0.0% of portfolio›$16.6K
Parallel Advisors, LLC75
0.0% of portfolio›$3.7K
JFS Wealth Advisors, LLC24
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Eclectic Associates Inc
222,651$11.0M1.2%ETFVery LowFullerton, CA2026-10-09
21 West Wealth Management LLC
30,224$1.5M1.3%ETFLowTustin, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
22,773$1.1K0.0%ETFLowFairfield, IA2026-11-02
Plan Group Financial, LLC
20,809$1.1M0.2%ETFMediumOklahoma City, OK2026-10-22
Bill Few Associates, Inc.
17,187$849.2K0.2%CoreVery LowSewickley, PA2026-10-09
Independence Asset Advisors, LLC
14,033$693.4K0.2%ETFVery LowWynnewood,, PA2026-10-23
Plus Group Wealth Advisors LLC
13,702$677.0K0.6%ETFLowBelgium, WI2026-10-19
Commonwealth Equity Services, LLC
13,486$666.3K0.0%ETFLowWaltham, MA2026-11-02
Certified Advisory Corp
9,292$459.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Milestone Asset Management Group, LLC
9,106$449.9K0.2%ETFVery LowAvon, CT2026-10-20
Whipplewood Advisors, LLC
9,046$447.0K0.3%ETFLowLittleton, CO2026-10-20
Flagship Harbor Advisors, LLC
6,418$317.1K0.0%ETFMediumBoston, MA2026-10-26
Focus Financial Network, Inc.
5,191$256.5K0.0%ETFLowMinneapolis, MN2026-10-14
Axxcess Wealth Management, LLC
4,564$225.5K0.0%CoreLowCarlsbad, CA2026-10-21
Assetmark, Inc
1,492$73.7K0.0%ETFLowConcord, CA2026-10-21
Mcdonald Partners LLC
666$32.9K0.0%CoreLowCleveland, OH2026-11-03
Spire Wealth Management
600$29.6K0.0%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Private Wealth, LLC
371$18.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
336$16.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
75$3.7K0.0%IndexLowSan Francisco, CA2026-11-03
JFS Wealth Advisors, LLC
24$1.2K0.0%ETFVery LowHermitage, PA2026-11-03