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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

57 managers (57 13F filers) reported a position in JPRE shares at 2025-06-30, 8,013,528 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
57
13F filers
57
New
9
Added
27
Reduced
10
Sold out
6
Shares held by filers
8,013,528

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO5,984,864$285M0.02%+383,98813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS525,032$25M0.93%+33,01513F-HRTimelineGroup
National Philanthropic Trust208,339$9.93M0.13%+20,52913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC154,278$7.35M0.13%+4,11513F-HRTimelineGroup
Anderson Financial Strategies, LLC134,307$6.4M4.09%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,148$6.01M<0.01%+68,68613F-HRTimelineGroup
LPL Financial LLC121,469$5.79M<0.01%+3,55013F-HRTimeline
Beta Wealth Group, Inc.109,218$5.2M1.91%+16,88413F-HRTimeline
FIRST AMERICAN TRUST, FSB99,532$4.74M0.38%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV74,989$3.57M0.78%+28,05013F-HRTimeline
OARSMAN CAPITAL, INC.64,447$3.07M0.48%+11,94413F-HRTimeline
Cetera Investment Advisers46,687$2.22M<0.01%+5,04013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46,049$2.19M0.01%-60313F-HRTimelineGroup
21 West Wealth Management LLC28,226$1.34M1.36%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,014$1.33M<0.01%+11,75313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,353$1.06M<0.01%+16213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.21,501$1.02M0.01%+7,76813F-HRTimeline
Cambridge Investment Research Advisors,…21,066$1M<0.01%+2,37013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,074$813K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,711$701K0.02%-4,82613F-HRTimelineGroup
Bill Few Associates, Inc.14,641$697K0.2%+93013F-HRTimeline
OLD MISSION CAPITAL LLC13,628$649K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,393$638K<0.01%-1,13913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,083$623K0.05%+7,83413F-HRTimeline
Independence Asset Advisors, LLC12,103$577K0.36%+4,06513F-HRTimeline
Swisher Financial Concepts, Inc.12,052$574K0.37%-3,48813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,189$536K<0.01%+6,78213F-HR/ATimelineGroup
Certified Advisory Corp9,070$432K0.04%+5413F-HRTimeline
Milestone Asset Management Group, LLC9,014$429K0.32%+3713F-HRTimeline
Belpointe Asset Management LLC8,419$401K0.02%-43713F-HRTimeline
Whipplewood Advisors, LLC8,191$390K0.21%+4,75813F-HRTimeline
MML INVESTORS SERVICES, LLC7,450$355K<0.01%-5313F-HRTimeline
Orion Porfolio Solutions, LLC6,575$313K<0.01%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.4,701$224K<0.01%+113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,451$212K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,314$206K<0.01%+3,00213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,489$166K<0.01%+26013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,653$78.7K<0.01%+3613F-HRTimelineGroup
Center for Financial Planning, Inc.981$46.7K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/902$43K<0.01%-16,18913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY890$42.4K<0.01%+413F-HRTimelineGroup
Geneos Wealth Management Inc.874$41.6K<0.01%-89813F-HRTimeline
Global Retirement Partners, LLC771$36.7K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC655$31.2K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC550$26.4K0.01%013F-HRTimeline
WFA of San Diego, LLC443$21.1K0.02%13F-HRTimeline
Smartleaf Asset Management LLC426$20.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc392$18.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC366$17.4K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…339$16.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co110$5.24K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73$3.48K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co13$620<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13$619<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9$00%-13513F-HRTimelineGroupValue filed as zero, left out of ratios.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$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.