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

AE 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
Q1 		$24.4K Buy
507
+223
+79% +$10.9K ﹤0.01% 2106
2025
Q4 		$13.3K Buy
+284
New +$13.5K ﹤0.01% 2098

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM

AE Wealth Management's JPRE Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan Realty Income ETF (JPRE) stake by 79% in Q1 2026, buying an estimated $10.9K and bringing the position to 507 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

AE Wealth Management first reported a position in JPRE in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • AE Wealth Management held 507 shares of JPMorgan Realty Income ETF worth $24.4K as of Q1 2026.
  • AE Wealth Management bought 223 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $10.9K.
  • JPMorgan Realty Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2106 holding.
  • AE Wealth Management first reported a position in JPMorgan Realty Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.