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Belpointe Asset Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-8,419
Closed -$401K – 1018
2025
Q2 		$401K Sell
8,419
-437
-5% -$20.6K 0.02% 660
2025
Q1 		$427K Buy
+8,856
New +$424K 0.02% 613

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
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Belpointe Asset Management's JPRE Position: Q3 2025 in Review

Belpointe Asset Management sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2025, closing a stake of 8,419 shares — an estimated $401K sold.

Belpointe Asset Management first reported a position in JPRE in Q1 2025 and held it in 2 quarters. The position peaked at $427K in Q1 2025. 55 funds tracked by Wall St. Rank hold JPRE as of Q3 2025.

  • Belpointe Asset Management reported no remaining JPMorgan Realty Income ETF position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 8,419 JPMorgan Realty Income ETF shares in Q3 2025, an estimated $401K.
  • Belpointe Asset Management first reported a position in JPMorgan Realty Income ETF in Q1 2025 and held it in 2 quarters.
  • Belpointe Asset Management's JPMorgan Realty Income ETF position peaked at $427K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.