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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
Q2 		$8.42M Sell
158,021
-220
-0.1% -$11.4K 4.38% 9
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 $1.81T 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
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
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Anderson Financial Strategies's JPRE Position: Q2 2026 in Review

Anderson Financial Strategies reduced its JPMorgan Realty Income ETF (JPRE) stake by 0.14% in Q2 2026, selling an estimated $11.4K and leaving 158,021 shares worth $8.42M. The position accounts for 4.38% of the portfolio, ranked #9.

Anderson Financial Strategies first reported a position in JPRE in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Anderson Financial Strategies held 158,021 shares of JPMorgan Realty Income ETF worth $8.42M as of Q2 2026.
  • Anderson Financial Strategies sold 220 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $11.4K.
  • JPMorgan Realty Income ETF made up 4.38% of Anderson Financial Strategies's portfolio in Q2 2026, its #9 holding.
  • Anderson Financial Strategies first reported a position in JPMorgan Realty Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.