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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

68 managers (68 13F filers) reported a position in JPRE shares at 2025-12-31, 7,279,668 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
68
13F filers
68
New
12
Added
27
Reduced
10
Sold out
2
Shares held by filers
7,279,668

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO5,211,389$243M0.02%-1,008,93513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS409,393$19.1M0.72%-29,79013F-HRTimelineGroup
National Philanthropic Trust263,846$12.3M0.12%+38,83113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,773$8.21M<0.01%+15,70513F-HRTimelineGroup
Anderson Financial Strategies, LLC156,044$7.29M4.23%+4,77213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV131,821$6.16M0.96%+26,59613F-HRTimeline
LPL Financial LLC122,707$5.73M<0.01%-2,38213F-HRTimeline
Beta Wealth Group, Inc.116,647$5.45M2.19%+14013F-HRTimeline
Ducere Wealth Management LLC98,851$4.62M1.79%13F-HR/ATimeline
OARSMAN CAPITAL, INC.90,369$4.22M0.55%+12,02813F-HRTimeline
Cetera Investment Advisers52,600$2.46M<0.01%-24,26113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,800$1.67M<0.01%new13F-HRTimelineGroup
21 West Wealth Management LLC29,828$1.39M1.27%+73613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,588$1.1M<0.01%+75213F-HRTimelineGroup
One Capital Management, LLC23,395$1.09M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,137$1.08M<0.01%+66413F-HRTimeline
CENTRAL TRUST Co23,088$1.08M0.02%+8,71913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,953$1.03M<0.01%+20,80913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED18,193$858K0.06%-1,05113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,185$849K<0.01%+18,07013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,261$760K<0.01%013F-HR/ATimelineGroup
Bill Few Associates, Inc.16,261$760K0.19%+1,15113F-HRTimeline
Independence Asset Advisors, LLC14,483$677K0.37%+2,74913F-HRTimeline
Orion Porfolio Solutions, LLC13,608$636K<0.01%+6,41613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,377$625K0.01%-1,09113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,652$544K<0.01%+1,48013F-HRTimeline
Plus Group Wealth Advisors LLC11,119$519K0.58%13F-HRTimeline
Whipplewood Advisors, LLC10,674$499K0.32%+2,55313F-HRTimeline
MML INVESTORS SERVICES, LLC9,823$459K<0.01%+1,77913F-HRTimeline
Milestone Asset Management Group, LLC9,370$438K0.25%-26313F-HRTimeline
Certified Advisory Corp9,210$430K0.04%+8713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,820$412K<0.01%+3,89413F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,051$376K0.01%+5,91213F-HRTimelineGroup
Swisher Financial Concepts, Inc.7,728$361K0.2%+1413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,649$357K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,496$350K<0.01%new13F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB7,165$335K0.02%-97,95813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,997$327K<0.01%+92613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,527$305K<0.01%+5,63313F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,811$271K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,335$249K<0.01%-39313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,453$208K<0.01%013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC4,451$208K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,330$202K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,811$84.6K<0.01%-2313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,662$77.6K<0.01%+613F-HRTimelineGroup
Center for Financial Planning, Inc.981$45.8K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC962$44.9K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.874$40.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC655$30.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$28K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC593$27.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC550$25.7K0.01%013F-HRTimeline
WFA of San Diego, LLC443$20.7K0.02%013F-HRTimeline
Smartleaf Asset Management LLC426$20.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc406$19K<0.01%+813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386$18K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC381$17.8K<0.01%+813F-HRTimeline
Capital Investment Advisory Services, L…339$15.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC290$14K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC284$13.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC283$13.2K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC215$10.1K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.105$4.91K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC86$4.03K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\64$2.99K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…13$607<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.