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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

55 managers (55 13F filers) reported a position in JPRE shares at 2025-09-30, 8,073,631 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
5
Added
28
Reduced
11
Sold out
5
Shares held by filers
8,073,631

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO6,220,324$298M0.02%+235,46013F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS439,183$21.1M0.78%-85,84913F-HRTimelineGroup
National Philanthropic Trust225,015$10.8M0.12%+16,67613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC160,068$7.67M<0.01%+33,92013F-HRTimelineGroup
Anderson Financial Strategies, LLC151,272$7.25M4.29%+16,96513F-HRTimeline
LPL Financial LLC125,089$6M<0.01%+3,62013F-HRTimeline
Beta Wealth Group, Inc.116,507$5.58M2.2%+7,28913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV105,225$5.04M0.93%+30,23613F-HRTimeline
FIRST AMERICAN TRUST, FSB105,123$5.04M0.37%+5,59113F-HRTimeline
OARSMAN CAPITAL, INC.78,341$3.75M0.53%+13,89413F-HRTimeline
Cetera Investment Advisers76,861$3.68M<0.01%+30,17413F-HRTimeline
21 West Wealth Management LLC29,092$1.39M1.32%+86613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,836$1.09M<0.01%+48313F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,473$1.08M<0.01%+1,40713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,244$922K0.07%+6,16113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,261$779K<0.01%-11,75313F-HRTimelineGroup
Bill Few Associates, Inc.15,110$724K0.19%+46913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,468$693K0.01%-24313F-HRTimelineGroup
CENTRAL TRUST Co14,369$689K0.01%+14,35613F-HRTimeline
Independence Asset Advisors, LLC11,734$562K0.24%-36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,172$488K<0.01%-3,22113F-HRTimeline
Milestone Asset Management Group, LLC9,633$462K0.29%+61913F-HRTimeline
Certified Advisory Corp9,123$437K0.04%+5313F-HRTimeline
Whipplewood Advisors, LLC8,121$389K0.26%-7013F-HRTimeline
MML INVESTORS SERVICES, LLC8,044$386K<0.01%+59413F-HRTimeline
Swisher Financial Concepts, Inc.7,714$370K0.22%-4,33813F-HRTimeline
Orion Porfolio Solutions, LLC7,192$345K<0.01%+61713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,071$292K<0.01%-5,11813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,728$275K<0.01%+1,41413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,926$236K<0.01%+1,43713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,702$225K<0.01%+113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,453$213K<0.01%new13F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC4,451$213K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,139$103K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,834$87.9K<0.01%-44,21513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,656$79.4K<0.01%+313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,144$54.8K<0.01%+1,07113F-HRTimelineGroup
Center for Financial Planning, Inc.981$47K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY894$42.9K<0.01%+413F-HR/ATimelineGroup
Geneos Wealth Management Inc.874$41.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC655$31.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$28.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC593$28.4K<0.01%-17813F-HRTimeline
Medallion Wealth Advisors, LLC550$26.4K0.01%013F-HRTimeline
WFA of San Diego, LLC443$21.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC426$20.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc398$19.1K<0.01%+613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386$18.5K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC373$17.9K<0.01%+713F-HRTimeline
Capital Investment Advisory Services, L…339$16.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC283$13.6K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115$5.51K<0.01%-78713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…13$623<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.