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Disclosery

JPRE J P MORGAN EXCHANGE TRADED F

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RLTY INCOME ETF (fund)

63 managers (63 13F filers) reported a position in JPRE shares at 2026-03-31, 7,793,617 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
63
New
3
Added
36
Reduced
10
Sold out
7
Shares held by filers
7,793,617

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO5,697,561$270M0.02%+486,17213F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS295,377$14.2M0.57%-114,01613F-HRTimelineGroup
National Philanthropic Trust275,191$13.2M0.14%+11,34513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC193,613$9.31M<0.01%+17,84013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV172,966$8.31M1.1%+41,14513F-HRTimeline
Anderson Financial Strategies, LLC158,241$8.15M4.48%+2,19713F-HRTimeline
Beta Wealth Group, Inc.120,973$5.82M2.41%+4,32613F-HRTimeline
LPL Financial LLC98,767$4.75M<0.01%-23,94013F-HRTimeline
OARSMAN CAPITAL, INC.92,339$4.44M0.55%+1,97013F-HRTimeline
Ducere Wealth Management LLC89,546$4.3M1.71%-9,30513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP77,100$3.71M<0.01%+41,30013F-HRTimelineGroup
Cetera Investment Advisers55,979$2.69M<0.01%+3,37913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,496$1.99M<0.01%+34,00013F-HRTimelineGroup
21 West Wealth Management LLC30,502$1.47M1.36%+67413F-HRTimeline
CENTRAL TRUST Co29,080$1.4M0.03%+5,99213F-HRTimeline
Cambridge Investment Research Advisors,…25,242$1.21M<0.01%+2,10513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,122$1.21M<0.01%+1,53413F-HRTimelineGroup
One Capital Management, LLC24,426$1.17M0.03%+1,03113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,033$1.06M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC19,597$942K0.01%+5,98913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,473$888K0.06%+28013F-HRTimeline
Bill Few Associates, Inc.16,973$816K0.2%+71213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,261$782K<0.01%013F-HRTimelineGroup
Independence Asset Advisors, LLC14,527$698K0.25%+4413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,460$647K0.01%+8313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,164$633K0.02%+5,11313F-HRTimelineGroup
Plus Group Wealth Advisors LLC11,783$566K0.62%+66413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,637$559K<0.01%-1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,497$553K<0.01%+4,50013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,318$544K<0.01%+2,49813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,749$517K<0.01%-11,20413F-HR/ATimelineGroup
Whipplewood Advisors, LLC10,564$508K0.26%-11013F-HRTimeline
MML INVESTORS SERVICES, LLC9,713$467K<0.01%-11013F-HRTimeline
Milestone Asset Management Group, LLC9,379$451K0.26%+913F-HRTimeline
Certified Advisory Corp9,239$444K0.04%+2913F-HRTimeline
Swisher Financial Concepts, Inc.8,288$398K0.22%+56013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,528$314K<0.01%+113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,947$286K0.01%+5,65713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,817$280K<0.01%+613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,342$257K<0.01%+713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,453$214K<0.01%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,437$213K0.01%+10713F-HRTimeline
FIRST AMERICAN TRUST, FSB4,428$213K0.01%-2,73713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,262$205K<0.01%-3,38713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,832$88.1K<0.01%+17013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,811$87.1K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.981$47.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.874$42K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$28.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc561$27K<0.01%+15513F-HRTimeline
Medallion Wealth Advisors, LLC550$26.4K0.01%013F-HRTimeline
AE Wealth Management LLC507$24.4K<0.01%+22313F-HRTimeline
WFA of San Diego, LLC443$21.3K0.02%013F-HRTimeline
Smartleaf Asset Management LLC426$20.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC388$18.6K<0.01%+713F-HR/ATimeline
Ashton Thomas Private Wealth, LLC371$17.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…339$16.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC268$12.9K<0.01%-1513F-HRTimeline
Parallel Advisors, LLC132$6.34K<0.01%new13F-HR/ATimeline
Vision Retirement, LLC86$4.15K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC44$2.12K<0.01%13F-HRTimelineGroup
Steward Partners Investment Advisory, L…13$625<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.