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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

64 managers (64 13F filers) reported a position in JPRE shares at 2026-06-30, 7,476,482 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
64
New
9
Added
23
Reduced
21
Sold out
9
Shares held by filers
7,476,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,537,229$294M0.02%-160,33213F-HRTimelineGroup
National Philanthropic Trust255,407$13.3M0.19%-19,78413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,739$11.5M<0.01%+26,12613F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV198,949$10.4M1.18%+25,98313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS197,518$10.3M0.37%-97,85913F-HRTimelineGroup
Anderson Financial Strategies, LLC158,021$8.42M4.38%-22013F-HRTimeline
Beta Wealth Group, Inc.120,874$6.31M2.37%-9913F-HRTimeline
OARSMAN CAPITAL, INC.107,800$5.62M0.6%+15,46113F-HRTimeline
LPL Financial LLC97,193$5.07M<0.01%-1,57413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,245$3.67M<0.01%+59,49613F-HRTimelineGroup
Cetera Investment Advisers55,677$2.91M<0.01%-30213F-HRTimeline
Medallion Wealth Advisors, LLC8,147$2.61M0.82%+7,59713F-HRTimeline
CENTRAL TRUST Co34,244$1.79M0.03%+5,16413F-HRTimeline
21 West Wealth Management LLC30,473$1.59M1.36%-2913F-HRTimeline
Cambridge Investment Research Advisors,…24,484$1.28M<0.01%-75813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,110$1.21M<0.01%-2,01213F-HRTimelineGroup
One Capital Management, LLC24,426$1.17M0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,345$1.17M<0.01%-19,15113F-HRTimelineGroup
Orion Porfolio Solutions, LLC21,772$1.14M0.01%+2,17513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,416$1.12M<0.01%+10,09813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,094$1.1M<0.01%-93913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED20,121$1.05M0.06%+1,64813F-HRTimeline
Bill Few Associates, Inc.16,851$879K0.19%-12213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,261$848K<0.01%013F-HRTimelineGroup
Independence Asset Advisors, LLC14,605$762K0.2%+7813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,847$723K0.01%+38713F-HRTimelineGroup
Plus Group Wealth Advisors LLC12,137$633K0.6%+35413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,111$632K<0.01%+47413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,822$617K<0.01%+32513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,346$540K<0.01%+5,00413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC9,823$512K0.01%+3,87613F-HRTimelineGroup
Milestone Asset Management Group, LLC9,397$490K0.25%+1813F-HRTimeline
Certified Advisory Corp9,292$485K0.04%+5313F-HRTimeline
MML INVESTORS SERVICES, LLC8,936$466K<0.01%-77713F-HRTimeline
Whipplewood Advisors, LLC8,870$463K0.31%-1,69413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,531$341K<0.01%+313F-HRTimelineGroup
Swisher Financial Concepts, Inc.6,429$335K0.21%-1,85913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,780$302K<0.01%-3713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,550$237K<0.01%+11313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,510$235K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,453$232K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.4,307$225K0.01%new13F-HRTimeline
MOR Wealth Management, LLC3,990$208K0.08%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,824$95.2K<0.01%-813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,788$93.3K<0.01%-2313F-HRTimelineGroup
AE Wealth Management LLC995$51.9K<0.01%+48813F-HRTimeline
Center for Financial Planning, Inc.981$51.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.874$45.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC673$35.1K<0.01%13F-HRTimeline
MCDONALD PARTNERS LLC666$34.8K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc642$33.5K<0.01%+8113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$31.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC457$23.9K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC426$22.7K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC371$19.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC336$17.5K<0.01%+6813F-HRTimeline
Integrated Wealth Concepts LLC224$11.7K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC154$8.04K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150$8.02K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC75$3.91K<0.01%-5713F-HRTimeline
Vision Retirement, LLC66$3.46K<0.01%-2013F-HRTimeline
Allworth Financial LP34$1.77K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…13$678<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.