Bank of Montreal’s JPMorgan Realty Income ETF JPRE Stock Holding History

Bank of Montreal’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	$540K	Buy	10,346 +5,004	+94%	+$258K	﹤0.01%	2425
2026 Q1	$257K	Buy	5,342 +7	+0.1%	+$342	﹤0.01%	2780
2025 Q4	$249K	Sell	5,335 -393	-7%	-$18.6K	﹤0.01%	2710
2025 Q3	$275K	Buy	5,728 +1,414	+33%	+$67.5K	﹤0.01%	2573
2025 Q2	$206K	Buy	4,314 +3,002	+229%	+$142K	﹤0.01%	2792
2025 Q1	$63.2K	Buy	1,312 +397	+43%	+$19K	﹤0.01%	3020
2024 Q4	$43.3K	Hold	915	–	–	﹤0.01%	3140
2024 Q3	$46.4K	Hold	915	–	–	﹤0.01%	3431
2024 Q2	$40.6K	Buy	+915	New	+$39.1K	﹤0.01%	3462

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 $878M AUM 18.7% 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

Bank of Montreal's JPRE Position: Q2 2026 in Review

Bank of Montreal increased its JPMorgan Realty Income ETF (JPRE) stake by 94% in Q2 2026, buying an estimated $258K and bringing the position to 10,346 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Bank of Montreal first reported a position in JPRE in Q2 2024 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Bank of Montreal held 10,346 shares of JPMorgan Realty Income ETF worth $540K as of Q2 2026.
Bank of Montreal bought 5,004 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $258K.
JPMorgan Realty Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2425 holding.
Bank of Montreal first reported a position in JPMorgan Realty Income ETF in Q2 2024 and has held it in 9 quarters since.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.