JPMorgan Realty Income ETF (JPRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Eclectic Associates Inc

INCREASED

Shares222,651 from 198,949

Change+23,702 (+12%)

Value$11.0M (+$619.7K)

Filed 2026-10-09

Oarsman Capital, Inc.

INCREASED

Shares117,939 from 107,800

Change+10,139 (+9%)

Value$5.8M (+$202.4K)

Filed 2026-11-05

Central Trust Co

INCREASED

Shares42,430 from 34,244

Change+8,186 (+24%)

Value$2.1M (+$309.6K)

Filed 2026-11-05

21 West Wealth Management LLC

DECREASED

Shares30,224 from 30,473

Change-249 (-1%)

Value$1.5M (-$96.7K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,773 from 24,484

Change-1,711 (-7%)

Value$1.1K (-$1.3M)

Filed 2026-11-02

Plan Group Financial, LLC

NEW

Shares20,809

Change+20,809

Value$1.1M

Filed 2026-10-22

Bill Few Associates, Inc.

INCREASED

Shares17,187 from 16,851

Change+336 (+2%)

Value$849.2K (-$30.1K)

Filed 2026-10-09

Independence Asset Advisors, LLC

DECREASED

Shares14,033 from 14,605

Change-572 (-4%)

Value$693.4K (-$68.7K)

Filed 2026-10-23

Plus Group Wealth Advisors LLC

INCREASED

Shares13,702 from 12,137

Change+1,565 (+13%)

Value$677.0K (+$43.7K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares13,486 from 12,111

Change+1,375 (+11%)

Value$666.3K (+$34.4K)

Filed 2026-11-02

Certified Advisory Corp

UNCHANGED

Shares9,292 from 9,292

Change0 (0%)

Value$459.1K (-$25.7K)

Filed 2026-10-29

Milestone Asset Management Group, LLC

DECREASED

Shares9,106 from 9,397

Change-291 (-3%)

Value$449.9K (-$40.4K)

Filed 2026-10-20

Whipplewood Advisors, LLC

INCREASED

Shares9,046 from 8,870

Change+176 (+2%)

Value$447.0K (-$15.9K)

Filed 2026-10-20

Flagship Harbor Advisors, LLC

INCREASED

Shares6,418 from 4,510

Change+1,908 (+42%)

Value$317.1K (+$81.8K)

Filed 2026-10-26

Focus Financial Network, Inc.

INCREASED

Shares5,191 from 4,307

Change+884 (+21%)

Value$256.5K (+$31.7K)

Filed 2026-10-14

Axxcess Wealth Management, LLC

INCREASED

Shares4,564 from 4,550

Change+14 (+0%)

Value$225.5K (-$11.9K)

Filed 2026-10-21

Assetmark, Inc

DECREASED

Shares1,492 from 1,788

Change-296 (-17%)

Value$73.7K (-$19.6K)

Filed 2026-10-21

Mcdonald Partners LLC

UNCHANGED

Shares666 from 666

Change0 (0%)

Value$32.9K (-$1.8K)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$29.6K (-$1.7K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares371 from 371

Change0 (0%)

Value$18.3K (-$1.0K)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$16.6K (-$930)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$3.7K (-$208)

Filed 2026-11-03

JFS Wealth Advisors, LLC

DECREASED

Shares24 from 154

Change-130 (-84%)

Value$1.2K (-$6.8K)

Filed 2026-11-03

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 13,847

Change-13,847 (-100%)

Value$0 (-$722.5K)

Filed 2026-10-21

Center for Financial Planning, Inc.

CLOSED

Shares0 from 981

Change-981 (-100%)

Value$0 (-$51.2K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 642

Change-642 (-100%)

Value$0 (-$33.5K)

Filed 2026-10-15

JPMorgan Chase & Co

N/A

Shares— from 5,537,229

Change-5,537,229 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 255,407

Change-255,407 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 219,739

Change-219,739 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 197,518

Change-197,518 (-100%)

Value—

Anderson Financial Strategies, LLC

N/A

Shares— from 158,021

Change-158,021 (-100%)

Value—

Beta Wealth Group, Inc.

N/A

Shares— from 120,874

Change-120,874 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 97,193

Change-97,193 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 70,245

Change-70,245 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 55,677

Change-55,677 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 24,426

Change-24,426 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,110

Change-23,110 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,345

Change-22,345 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 21,772

Change-21,772 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 21,416

Change-21,416 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,094

Change-21,094 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 20,121

Change-20,121 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 16,261

Change-16,261 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,822

Change-11,822 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,346

Change-10,346 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 9,823

Change-9,823 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,936

Change-8,936 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 8,147

Change-8,147 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 6,531

Change-6,531 (-100%)

Value—

Swisher Financial Concepts, Inc.

N/A

Shares— from 6,429

Change-6,429 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 4,453

Change-4,453 (-100%)

Value—

MOR Wealth Management, LLC

N/A

Shares— from 3,990

Change-3,990 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,824

Change-1,824 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,398

Change-1,398 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 995

Change-995 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 874

Change-874 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 673

Change-673 (-100%)

Value—

FMR LLC

N/A

Shares— from 457

Change-457 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 426

Change-426 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 150

Change-150 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 34

Change-34 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Eclectic Associates Inc	INCREASED	222,651	198,949	+23,702	+12%	$10.4M	$11.0M	+$619.7K	2026-10-09
Oarsman Capital, Inc.	INCREASED	117,939	107,800	+10,139	+9%	$5.6M	$5.8M	+$202.4K	2026-11-05
Central Trust Co	INCREASED	42,430	34,244	+8,186	+24%	$1.8M	$2.1M	+$309.6K	2026-11-05
21 West Wealth Management LLC	DECREASED	30,224	30,473	-249	-1%	$1.6M	$1.5M	-$96.7K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	22,773	24,484	-1,711	-7%	$1.3M	$1.1K	-$1.3M	2026-11-02
Plan Group Financial, LLC	NEW	20,809	—	+20,809	—	—	$1.1M	—	2026-10-22
Bill Few Associates, Inc.	INCREASED	17,187	16,851	+336	+2%	$879.3K	$849.2K	-$30.1K	2026-10-09
Independence Asset Advisors, LLC	DECREASED	14,033	14,605	-572	-4%	$762.1K	$693.4K	-$68.7K	2026-10-23
Plus Group Wealth Advisors LLC	INCREASED	13,702	12,137	+1,565	+13%	$633.3K	$677.0K	+$43.7K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	13,486	12,111	+1,375	+11%	$632.0K	$666.3K	+$34.4K	2026-11-02
Certified Advisory Corp	UNCHANGED	9,292	9,292	0	0%	$484.8K	$459.1K	-$25.7K	2026-10-29
Milestone Asset Management Group, LLC	DECREASED	9,106	9,397	-291	-3%	$490.3K	$449.9K	-$40.4K	2026-10-20
Whipplewood Advisors, LLC	INCREASED	9,046	8,870	+176	+2%	$462.8K	$447.0K	-$15.9K	2026-10-20
Flagship Harbor Advisors, LLC	INCREASED	6,418	4,510	+1,908	+42%	$235.3K	$317.1K	+$81.8K	2026-10-26
Focus Financial Network, Inc.	INCREASED	5,191	4,307	+884	+21%	$224.7K	$256.5K	+$31.7K	2026-10-14
Axxcess Wealth Management, LLC	INCREASED	4,564	4,550	+14	+0%	$237.4K	$225.5K	-$11.9K	2026-10-21
Assetmark, Inc	DECREASED	1,492	1,788	-296	-17%	$93.3K	$73.7K	-$19.6K	2026-10-21
Mcdonald Partners LLC	UNCHANGED	666	666	0	0%	$34.8K	$32.9K	-$1.8K	2026-11-03
Spire Wealth Management	UNCHANGED	600	600	0	0%	$31.3K	$29.6K	-$1.7K	2026-10-30
Ashton Thomas Private Wealth, LLC	UNCHANGED	371	371	0	0%	$19.4K	$18.3K	-$1.0K	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	336	336	0	0%	$17.5K	$16.6K	-$930	2026-10-08
Parallel Advisors, LLC	UNCHANGED	75	75	0	0%	$3.9K	$3.7K	-$208	2026-11-03
JFS Wealth Advisors, LLC	DECREASED	24	154	-130	-84%	$8.0K	$1.2K	-$6.8K	2026-11-03
Wealthcare Advisory Partners LLC	CLOSED	0	13,847	-13,847	-100%	$722.5K	$0	-$722.5K	2026-10-21
Center for Financial Planning, Inc.	CLOSED	0	981	-981	-100%	$51.2K	$0	-$51.2K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	642	-642	-100%	$33.5K	$0	-$33.5K	2026-10-15
JPMorgan Chase & Co	N/A	—	5,537,229	-5,537,229	-100%	$294.4M	—	—	—
National Philanthropic Trust	N/A	—	255,407	-255,407	-100%	$13.3M	—	—	—
Raymond James Financial Inc	N/A	—	219,739	-219,739	-100%	$11.5M	—	—	—
First Foundation Advisors	N/A	—	197,518	-197,518	-100%	$10.3M	—	—	—
Anderson Financial Strategies, LLC	N/A	—	158,021	-158,021	-100%	$8.4M	—	—	—
Beta Wealth Group, Inc.	N/A	—	120,874	-120,874	-100%	$6.3M	—	—	—
LPL Financial LLC	N/A	—	97,193	-97,193	-100%	$5.1M	—	—	—
Wells Fargo & Company	N/A	—	70,245	-70,245	-100%	$3.7M	—	—	—
Cetera Investment Advisers	N/A	—	55,677	-55,677	-100%	$2.9M	—	—	—
One Capital Management, LLC	N/A	—	24,426	-24,426	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	23,110	-23,110	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	22,345	-22,345	-100%	$1.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	21,772	-21,772	-100%	$1.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	21,416	-21,416	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	21,094	-21,094	-100%	$1.1M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	20,121	-20,121	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	16,261	-16,261	-100%	$848.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,822	-11,822	-100%	$616.9K	—	—	—
Bank of Montreal	N/A	—	10,346	-10,346	-100%	$539.8K	—	—	—
Capital Analysts, LLC	N/A	—	9,823	-9,823	-100%	$512.0K	—	—	—
MML Investors Services, LLC	N/A	—	8,936	-8,936	-100%	$466.3K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	8,147	-8,147	-100%	$2.6M	—	—	—
Morgan Stanley	N/A	—	6,531	-6,531	-100%	$340.8K	—	—	—
Swisher Financial Concepts, Inc.	N/A	—	6,429	-6,429	-100%	$335.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,780	-5,780	-100%	$301.6K	—	—	—
Northern Trust Corp	N/A	—	4,453	-4,453	-100%	$232.4K	—	—	—
MOR Wealth Management, LLC	N/A	—	3,990	-3,990	-100%	$208.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,824	-1,824	-100%	$95.2K	—	—	—
Huntington National Bank	N/A	—	1,398	-1,398	-100%	$72.9K	—	—	—
AE Wealth Management LLC	N/A	—	995	-995	-100%	$51.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	874	-874	-100%	$45.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	673	-673	-100%	$35.1K	—	—	—
FMR LLC	N/A	—	457	-457	-100%	$23.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	426	-426	-100%	$22.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	150	-150	-100%	$8.0K	—	—	—
Vision Retirement, LLC	N/A	—	66	-66	-100%	$3.5K	—	—	—
Allworth Financial LP	N/A	—	34	-34	-100%	$1.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	13	-13	-100%	$678	—	—	—
Royal Bank of Canada	N/A	—	1	-1	-100%	$0	—	—	—

Showing 65 of 65 institutions