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

Allworth 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	$1.77K	Buy	+34	New	+$1.75K	﹤0.01%	4554
2023 Q1	–	Sell	-572	Closed	-$23.5K	–	3258
2022 Q4	$23.5K	Buy	572 +51	+10%	+$2.23K	﹤0.01%	1288
2022 Q3	$22K	Sell	521 -995	-66%	-$49.2K	﹤0.01%	1258
2022 Q2	$73K	Buy	+1,516	New	+$75.1K	﹤0.01%	791

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 $895M AUM 10.23% 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

Allworth Financial's JPRE Position: Q2 2026 in Review

Allworth Financial opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 34 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #4554 among its holdings. This is a return to the name: Allworth Financial previously reported a position in JPRE as recently as Q4 2022.

Allworth Financial first reported a position in JPRE in Q2 2022 and has held it in 4 quarters since. The position peaked at $73K in Q2 2022. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Allworth Financial held 34 shares of JPMorgan Realty Income ETF worth $1.77K as of Q2 2026.
JPMorgan Realty Income ETF was a new Allworth Financial position in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4554 holding.
Allworth Financial first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 4 quarters since.
Allworth Financial's JPMorgan Realty Income ETF position peaked at $73K in Q2 2022.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.