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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

51 managers (51 13F filers) reported a position in JPRE shares at 2025-03-31, 7,235,015 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
26
Reduced
7
Sold out
10
Shares held by filers
7,235,015

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO5,600,876$270M0.02%-158,31213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS492,017$23.7M0.97%+363,86213F-HRTimelineGroup
National Philanthropic Trust187,810$9.05M0.15%+12,35613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC150,163$7.24M0.15%+10,09513F-HRTimelineGroup
LPL Financial LLC117,919$5.68M<0.01%+18,72513F-HRTimeline
Capital A Wealth Management, LLC113,982$5.49M5.76%new13F-HRTimeline
Beta Wealth Group, Inc.92,334$4.45M1.6%+28,58413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,462$2.77M<0.01%+52,58913F-HRTimelineGroup
OARSMAN CAPITAL, INC.52,503$2.53M0.45%+15,77413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV46,939$2.26M0.61%+25,07013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46,652$2.25M0.01%-9513F-HRTimelineGroup
Cetera Investment Advisers41,647$2.01M<0.01%-23,13913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,191$1.07M<0.01%+2,88913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,537$942K0.03%+8113F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,696$901K<0.01%+72313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,091$824K<0.01%+16513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,261$784K<0.01%013F-HR/ATimelineGroup
Swisher Financial Concepts, Inc.15,540$749K0.62%-3,34413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,532$700K<0.01%+2,51513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,733$662K<0.01%new13F-HRTimeline
Bill Few Associates, Inc.13,711$661K0.24%+12013F-HRTimeline
Certified Advisory Corp9,016$435K0.05%+4013F-HRTimeline
Milestone Asset Management Group, LLC8,977$433K0.39%+1,49413F-HRTimeline
Belpointe Asset Management LLC8,856$427K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC3,433$396K0.28%-4,26213F-HRTimeline
Independence Asset Advisors, LLC8,038$387K1.26%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,503$362K<0.01%+2,17613F-HRTimeline
RFG Advisory, LLC5,610$270K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,249$251K0.02%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.4,700$227K0.01%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,451$215K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,407$212K<0.01%+20313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,229$156K<0.01%+97913F-HRTimelineGroup
Geneos Wealth Management Inc.1,772$85.4K<0.01%+89813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,617$77.9K<0.01%+15613F-HRTimelineGroup
Mattson Financial Services, LLC1,584$76.3K0.02%+8913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,312$63.2K<0.01%+39713F-HRTimelineGroup
Center for Financial Planning, Inc.981$47.3K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY886$42.7K<0.01%-33713F-HRTimelineGroup
Medallion Wealth Advisors, LLC550$26.5K0.01%new13F-HRTimeline
NewEdge Advisors, LLC363$17.5K<0.01%+8313F-HRTimeline
Capital Investment Advisory Services, L…339$16.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC144$7K<0.01%+113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113$5.4K<0.01%new13F-HR/ATimelineGroup
Perkins Coie Trust Co110$5.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…110$5.3K<0.01%-1,05013F-HRTimelineGroup
Farther Finance Advisors, LLC38$1.83K<0.01%013F-HRTimeline
CENTRAL TRUST Co13$627<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…13$627<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%+413F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.