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 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 $1.56T 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AFS

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

BWG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $333M AUM

Bank of Montreal's JPRE Position: Q1 2026 in Review

Bank of Montreal increased its JPMorgan Realty Income ETF (JPRE) stake by 0.13% in Q1 2026, buying an estimated $342 and bringing the position to 5,342 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Bank of Montreal first reported a position in JPRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $275K in Q3 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

Bank of Montreal held 5,342 shares of JPMorgan Realty Income ETF worth $257K as of Q1 2026.
Bank of Montreal bought 7 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $342.
JPMorgan Realty Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2780 holding.
Bank of Montreal first reported a position in JPMorgan Realty Income ETF in Q2 2024 and has held it in 8 quarters since.
Bank of Montreal's JPMorgan Realty Income ETF position peaked at $275K in Q3 2025.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.