Vault-13

J P MORGAN EXCHANGE TRADED F JPRE

REALTY INCOME ET · ETP · CUSIP 46641Q126

65 institutional holders +2 vs Q1 2026
7,476,4827.5m shares reported held*
$397.9mreported value*
10 new 23 added 21 reduced 9 sold out net sold ≈ $16.5m (-317.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $53.22.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 26Q4 22: 29Q1 23: 27Q2 23: 26Q3 23: 27Q4 23: 30Q1 24: 30Q2 24: 39Q3 24: 48Q4 24: 51Q1 25: 51Q2 25: 57Q3 25: 55Q4 25: 68Q1 26: 63Q2 26: 6565Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202226
Q4 202229
Q1 202327
Q2 202326
Q3 202327
Q4 202330
Q1 202430
Q2 202439
Q3 202448
Q4 202451
Q1 202551
Q2 202557
Q3 202555
Q4 202568
Q1 202663
Q2 202665

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 27 bought or addedQ3 24: 11 cut or sold outQ4 24: 26 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 17 cut or sold outQ2 25: 36 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 33 bought or addedQ3 25: 17 cut or sold outQ4 25: 39 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 17 cut or sold outQ2 26: 33 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242711
Q4 20242617
Q1 20253717
Q2 20253616
Q3 20253317
Q4 20253912
Q1 20263917
Q2 20263330

Biggest buyers

WELLS FARGO & COMPANY/MN Added +59,496+59.5k
RAYMOND JAMES FINANCIAL INC Added +26,126+26.1k
ECLECTIC ASSOCIATES INC /ADV Added +25,983+26.0k
OARSMAN CAPITAL, INC. Added +15,461+15.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +10,098+10.1k
Medallion Wealth Advisors, LLC Added +7,597+7.6k
CENTRAL TRUST Co Added +5,164+5.2k
BANK OF MONTREAL /CAN/ Added +5,004+5.0k
FLAGSHIP HARBOR ADVISORS, LLC New +4,510+4.5k
Focus Financial Network, Inc. New +4,307+4.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -160,332-160.3k
FIRST FOUNDATION ADVISORS Reduced -97,859-97.9k
Ducere Wealth Management LLC Sold out -89,546-89.5k
TWO SIGMA INVESTMENTS, LP Sold out -77,100-77.1k
National Philanthropic Trust Reduced -19,784-19.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -19,151-19.2k
Tower Research Capital LLC (TRC) Sold out -13,164-13.2k
FIRST AMERICAN TRUST, FSB Sold out -4,428-4.4k
JANE STREET GROUP, LLC Sold out -4,262-4.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -2,012-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 5,537,2295.5m $294.4m $294.4m 0.02% Reduced -160.3k -160,332
2 National Philanthropic Trust 0.19% of their portfolio Jenkintown, PA 255,407255.4k $13.3m $13.3m 0.19% Reduced -19.8k -19,784
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 219,739219.7k $11.5m $11.5m 0.00% Added +26.1k +26,126
4 ECLECTIC ASSOCIATES INC /ADV 1.18% of their portfolio FULLERTON, CA 198,949198.9k $10.4m $10.4m 1.18% Added +26.0k +25,983
5 FIRST FOUNDATION ADVISORS 0.37% of their portfolio Irvine, CA 197,518197.5k $10.3m $10.3m 0.37% Reduced -97.9k -97,859
6 Anderson Financial Strategies, LLC 4.38% of their portfolio DAYTON, OH 158,021158.0k $8.4m $8.4m 4.38% Reduced -220 -220
7 Beta Wealth Group, Inc. 2.37% of their portfolio SAN DIEGO, CA 120,874120.9k $6.3m $6.3m 2.37% Reduced -99 -99
8 OARSMAN CAPITAL, INC. 0.60% of their portfolio MILWAUKEE, WI 107,800107.8k $5.6m $5.6m 0.60% Added +15.5k +15,461
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,19397.2k $5.1m $5.1m 0.00% Reduced -1.6k -1,574
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 70,24570.2k $3.7m $3.7m 0.00% Added +59.5k +59,496
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 55,67755.7k $2.9m $2.9m 0.00% Reduced -302 -302
12 CENTRAL TRUST Co 0.03% of their portfolio JEFFERSON CITY, MO 34,24434.2k $1.8m $1.8m 0.03% Added +5.2k +5,164
13 21 West Wealth Management LLC 1.36% of their portfolio TUSTIN, CA 30,47330.5k $1.6m $1.6m 1.36% Reduced -29 -29
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,48424.5k $1.3m $1.3m 0.00% Reduced -758 -758
15 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 24,42624.4k $1.2m $1.2m 0.03% Unchanged
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,11023.1k $1.2m $1.2m 0.00% Reduced -2.0k -2,012
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,34522.3k $1.2m $1.2m 0.00% Reduced -19.2k -19,151
18 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 21,77221.8k $1.1m $1.1m 0.01% Added +2.2k +2,175
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,41621.4k $1.1m $1.1m 0.00% Added +10.1k +10,098
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,09421.1k $1.1m $1.1m 0.00% Reduced -939 -939
21 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 20,12120.1k $1.0m $1.0m 0.06% Added +1.6k +1,648
22 Bill Few Associates, Inc. 0.19% of their portfolio SEWICKLEY, PA 16,85116.9k $879.3k $879.3k 0.19% Reduced -122 -122
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,26116.3k $848.5k $848.5k 0.00% Unchanged
24 Independence Asset Advisors, LLC 0.20% of their portfolio WYNNEWOOD,, PA 14,60514.6k $762.1k $762.1k 0.20% Added +78 +78
25 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 13,84713.8k $722.5k $722.5k 0.01% Added +387 +387
26 Plus Group Wealth Advisors LLC 0.60% of their portfolio BELGIUM, WI 12,13712.1k $633.3k $633.3k 0.60% Added +354 +354
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,11112.1k $632.0k $632.0k 0.00% Added +474 +474
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,82211.8k $616.9k $616.9k 0.00% Added +325 +325
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,34610.3k $539.8k $539.8k 0.00% Added +5.0k +5,004
30 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 9,8239.8k $512.0k $512.0k 0.01% Added +3.9k +3,876
31 Milestone Asset Management Group, LLC 0.25% of their portfolio AVON, CT 9,3979.4k $490.3k $490.3k 0.25% Added +18 +18
32 Certified Advisory Corp 0.04% of their portfolio ALTAMONTE SPRINGS, FL 9,2929.3k $484.8k $484.8k 0.04% Added +53 +53
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,9368.9k $466.3k $466.3k 0.00% Reduced -777 -777
34 Whipplewood Advisors, LLC 0.31% of their portfolio LITTLETON, CO 8,8708.9k $462.8k $462.8k 0.31% Reduced -1.7k -1,694
35 Medallion Wealth Advisors, LLC 0.82% of their portfolio FARMINGTON, CT 8,1478.1k $2.6m $2.6m 0.82% Added +7.6k +7,597
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,5316.5k $340.8k $340.8k 0.00% Added +3 +3
37 Swisher Financial Concepts, Inc. 0.21% of their portfolio WESTERVILLE, OH 6,4296.4k $335.5k $335.5k 0.21% Reduced -1.9k -1,859
38 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 5,7805.8k $301.6k $301.6k 0.00% Reduced -37 -37
39 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 4,5504.5k $237.4k $237.4k 0.00% Added +113 +113
40 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 4,5104.5k $235.3k $235.3k 0.01% New
41 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 4,4534.5k $232.4k $232.4k 0.00% Unchanged
42 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,3074.3k $224.7k $224.7k 0.01% New
43 MOR Wealth Management, LLC 0.08% of their portfolio PHILADELPHIA, PA 3,9904.0k $208.2k $208.2k 0.08% New
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,8241.8k $95.2k $95.2k 0.00% Reduced -8 -8
45 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,7881.8k $93.3k $93.3k 0.00% Reduced -23 -23
46 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,3981.4k $72.9k $72.9k 0.00% New
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 995995 $51.9k $51.9k 0.00% Added +488 +488
48 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 981981 $51.2k $51.2k 0.00% Unchanged
49 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 874874 $45.6k $45.6k 0.00% Unchanged
50 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 673673 $35.1k $35.1k 0.00% First filing
51 MCDONALD PARTNERS LLC 0.01% of their portfolio CLEVELAND, OH 666666 $34.8k $34.8k 0.01% New
52 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 642642 $33.5k $33.5k 0.00% Added +81 +81
53 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 600600 $31.3k $31.3k 0.00% Unchanged
54 FMR LLC 0.00% of their portfolio BOSTON, MA 457457 $23.9k $23.9k 0.00% New
55 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 426426 $22.7k $22.7k 0.00% Unchanged
56 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 371371 $19.4k $19.4k 0.00% Unchanged
57 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 336336 $17.5k $17.5k 0.00% Added +68 +68
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 224224 $11.7k $11.7k 0.00% New
59 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 154154 $8.0k $8.0k 0.00% New
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 150150 $8.0k $8.0k 0.00% New
61 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7575 $3.9k $3.9k 0.00% Reduced -57 -57
62 Vision Retirement, LLC 0.00% of their portfolio RIDGEWOOD, NJ 6666 $3.5k $3.5k 0.00% Reduced -20 -20
63 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3434 $1.8k $1.8k 0.00% New
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1313 $678 $678 0.00% Unchanged
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11 $0 $0 0.00% Unchanged