21 West Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

21 West Wealth Management’s Portfolio JPRE Stock Details JPRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Sell	30,473 -29	-0.1%	-$1.5K	1.36%	28
2026 Q1	$1.47M	Buy	30,502 +674	+2%	+$32.9K	1.36%	28
2025 Q4	$1.39M	Buy	29,828 +736	+3%	+$34.9K	1.27%	28
2025 Q3	$1.39M	Buy	29,092 +866	+3%	+$41.3K	1.32%	29
2025 Q2	$1.34M	Buy	+28,226	New	+$1.33M	1.36%	30

Other funds holding JPRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

21 West Wealth Management's JPRE Position: Q2 2026 in Review

21 West Wealth Management reduced its JPMorgan Realty Income ETF (JPRE) stake by 0.1% in Q2 2026, selling an estimated $1.5K and leaving 30,473 shares worth $1.59M. The position accounts for 1.36% of the portfolio, ranked #28.

21 West Wealth Management first reported a position in JPRE in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

21 West Wealth Management held 30,473 shares of JPMorgan Realty Income ETF worth $1.59M as of Q2 2026.
21 West Wealth Management sold 29 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $1.5K.
JPMorgan Realty Income ETF made up 1.36% of 21 West Wealth Management's portfolio in Q2 2026, its #28 holding.
21 West Wealth Management first reported a position in JPMorgan Realty Income ETF in Q2 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.