Avantax Advisory Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.02M	Buy	21,501 +7,768	+57%	+$367K	0.01%	1159
2025 Q1	$662K	Buy	+13,733	New	+$658K	﹤0.01%	1335

Other funds holding JPRE

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Avantax Advisory Services's JPRE Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Realty Income ETF (JPRE) stake by 57% in Q2 2025, buying an estimated $367K and bringing the position to 21,501 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1159.

Avantax Advisory Services first reported a position in JPRE in Q1 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold JPRE as of Q2 2025.

Avantax Advisory Services held 21,501 shares of JPMorgan Realty Income ETF worth $1.02M as of Q2 2025.
Avantax Advisory Services bought 7,768 JPMorgan Realty Income ETF shares in Q2 2025, an estimated $367K.
JPMorgan Realty Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1159 holding.
Avantax Advisory Services first reported a position in JPMorgan Realty Income ETF in Q1 2025 and has held it in 2 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.