Grundlæggende statistik
| Institutionelle ejere | 68 total, 68 long only, 0 short only, 0 long/short - change of 9,68% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4285 % - change of 7,07% MRQ |
| Institutionelle aktier (lange) | 13.831.570 (ex 13D/G) - change of 1,22MM shares 9,71% MRQ |
| Institutionel værdi (lang) | $ 657.054 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF (US:JPRE) har 68 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,831,570 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, SMTAX - JPMorgan SmartRetirement 2040 Fund Class A, JSACX - JPMorgan SmartRetirement 2045 Fund Class C, SRJAX - JPMorgan SmartRetirement 2035 Fund Class A, JTSAX - JPMorgan SmartRetirement 2050 Fund Class A, JSMAX - JPMorgan SmartRetirement 2030 Fund Class A, JFFAX - JPMorgan SmartRetirement 2055 Fund Class A, First Foundation Advisors, JNSAX - JPMorgan SmartRetirement 2025 Fund Class A, and JSRAX - JPMorgan SmartRetirement Income Fund Class A .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF (ARCA:JPRE) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 48,33 / share. Previously, on September 16, 2024, the share price was 51,94 / share. This represents a decline of 6,95% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8.419 | -4,93 | 401 | -5,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14.711 | -24,70 | 701 | -25,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 46.687 | 12,10 | 2.224 | 10,81 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28.014 | 72,28 | 1.335 | 70,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.628 | 649 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4.701 | 0,02 | 224 | -1,33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 64.447 | 22,75 | 3.070 | 21,34 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9.014 | 0,41 | 429 | -0,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 366 | 0,83 | 17 | 0,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 74.989 | 59,76 | 3.572 | 57,91 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 739.374 | 1,61 | 35.224 | 0,43 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 | 0,00 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.189 | 153,89 | 536 | 152,83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 867.765 | 4,70 | 41.340 | 3,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0,45 | 42 | 0,00 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 267.326 | 114,69 | 12.735 | 112,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.653 | 2,23 | 79 | 1,30 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 154.278 | 2,74 | 7.350 | 1,55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13.083 | 149,25 | 623 | 149,20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5.984.864 | 6,86 | 285.119 | 5,61 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 28.226 | 1.345 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4.451 | 0,00 | 212 | -0,93 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 12.103 | 50,57 | 577 | 48,84 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 12.052 | -22,45 | 574 | -23,36 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 855.818 | 3,14 | 40.771 | 1,95 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3.637 | 18,24 | 173 | 16,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 392 | 19 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7.450 | -0,71 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1.006.316 | 4,10 | 47.941 | 2,89 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.489 | 8,05 | 166 | 7,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 426 | 20 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 27.002 | 29,39 | 1.286 | 27,96 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 981 | 0,00 | 47 | -2,13 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 139.647 | -1,08 | 6.731 | 0,84 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 99.532 | 4.742 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 874 | 0,00 | 42 | -2,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.066 | 12,68 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | 31 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9 | -93,75 | 0 | |||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 110 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 134.307 | 6.398 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 246.302 | 10,65 | 11.734 | 9,36 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 556.321 | 6,95 | 26.503 | 5,72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 339 | 0,00 | 16 | 0,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 443 | 0,00 | 21 | -4,55 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 839.798 | 5,63 | 40.008 | 4,40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13.393 | -7,84 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.314 | 228,81 | 206 | 225,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 | -80,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 902 | -94,72 | 43 | -94,90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.501 | 56,56 | 1.024 | 54,92 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 113.982 | 5.494 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 771 | 2,25 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9.070 | 0,60 | 432 | -0,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 46.049 | -1,29 | 2.194 | -2,45 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 24.531 | 0,34 | 1.169 | -0,85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8.191 | 138,60 | 390 | -1,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.575 | 313 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 121.469 | 3,01 | 5.787 | 1,81 | ||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 339.112 | -5,20 | 16.155 | -6,30 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 109.218 | 18,29 | 5.203 | 16,92 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 525.032 | 6,71 | 25.013 | 5,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22.353 | 0,73 | 1.065 | -0,47 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14.641 | 6,78 | 697 | 5,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126.148 | 119,53 | 6.010 | 117,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17.074 | 813 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 3 |
