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Anderson Financial Strategies’s JPMorgan Realty Income ETF JPRE Stock Holding History

Anderson Financial Strategies’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 		$8.15M Buy
158,241
+2,197
+1% +$107K 4.48% 10
2025
Q4 		$7.29M Buy
156,044
+4,772
+3% +$226K 4.23% 11
2025
Q3 		$7.25M Buy
151,272
+16,965
+13% +$810K 4.29% 10
2025
Q2 		$6.4M Buy
+134,307
New +$6.34M 4.09% 10

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
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 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 $333M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Anderson Financial Strategies's JPRE Position: Q1 2026 in Review

Anderson Financial Strategies increased its JPMorgan Realty Income ETF (JPRE) stake by 1.4% in Q1 2026, buying an estimated $107K and bringing the position to 158,241 shares worth $8.15M. The position accounts for 4.48% of the portfolio, ranked #10.

Anderson Financial Strategies first reported a position in JPRE in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Anderson Financial Strategies held 158,241 shares of JPMorgan Realty Income ETF worth $8.15M as of Q1 2026.
  • Anderson Financial Strategies bought 2,197 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $107K.
  • JPMorgan Realty Income ETF made up 4.48% of Anderson Financial Strategies's portfolio in Q1 2026, its #10 holding.
  • Anderson Financial Strategies first reported a position in JPMorgan Realty Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.