Advisornet Financial’s JPMorgan Realty Income ETF JPRE Stock Holding History

Advisornet Financial’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	$33.5K	Buy	642 +81	+14%	+$4.18K	﹤0.01%	1241
2026 Q1	$27K	Buy	561 +155	+38%	+$7.57K	﹤0.01%	1253
2025 Q4	$19K	Buy	406 +8	+2%	+$379	﹤0.01%	1341
2025 Q3	$19.1K	Buy	398 +6	+2%	+$286	﹤0.01%	1318
2025 Q2	$18.7K	Buy	+392	New	+$18.5K	﹤0.01%	1292
2022 Q4	–	Sell	-3	Closed	–	–	2440
2022 Q3	$0	Buy	+3	New	+$148	﹤0.01%	1954

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

Advisornet Financial's JPRE Position: Q2 2026 in Review

Advisornet Financial increased its JPMorgan Realty Income ETF (JPRE) stake by 14% in Q2 2026, buying an estimated $4.18K and bringing the position to 642 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Advisornet Financial first reported a position in JPRE in Q3 2022 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Advisornet Financial held 642 shares of JPMorgan Realty Income ETF worth $33.5K as of Q2 2026.
Advisornet Financial bought 81 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $4.18K.
JPMorgan Realty Income ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1241 holding.
Advisornet Financial first reported a position in JPMorgan Realty Income ETF in Q3 2022 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.