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Beta Wealth Group’s JPMorgan Realty Income ETF JPRE Stock Holding History

Beta Wealth Group’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 		$5.82M Buy
120,973
+4,326
+4% +$211K 2.41% 15
2025
Q4 		$5.45M Buy
116,647
+140
+0.1% +$6.63K 2.19% 15
2025
Q3 		$5.58M Buy
116,507
+7,289
+7% +$348K 2.2% 16
2025
Q2 		$5.2M Buy
109,218
+16,884
+18% +$797K 1.91% 18
2025
Q1 		$4.45M Buy
92,334
+28,584
+45% +$1.37M 1.6% 20
2024
Q4 		$3.01M Buy
63,750
+1,701
+3% +$84.5K 1.33% 24
2024
Q3 		$3.16M Buy
62,049
+4,211
+7% +$203K 1.43% 23
2024
Q2 		$2.55M Buy
57,838
+30,442
+111% +$1.3M 1.21% 29
2024
Q1 		$1.2M Buy
27,396
+4,634
+20% +$202K 0.58% 36
2023
Q4 		$1.02M Buy
22,762
+7,058
+45% +$289K 0.54% 35
2023
Q3 		$612K Buy
15,704
+575
+4% +$24.1K 0.36% 51
2023
Q2 		$641K Buy
15,129
+2,215
+17% +$92.3K 0.37% 51
2023
Q1 		$546K Buy
+12,914
New +$558K 0.31% 52
2022
Q4 		– Sell
-5,537
Closed -$237K – 101
2022
Q3 		$237K Sell
5,537
-18,021
-76% -$892K 0.17% 80
2022
Q2 		$1.14M Buy
+23,558
New +$1.17M 0.77% 38

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
EA
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Beta Wealth Group's JPRE Position: Q1 2026 in Review

Beta Wealth Group increased its JPMorgan Realty Income ETF (JPRE) stake by 3.7% in Q1 2026, buying an estimated $211K and bringing the position to 120,973 shares worth $5.82M. The position accounts for 2.41% of the portfolio, ranked #15.

Beta Wealth Group first reported a position in JPRE in Q2 2022 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Beta Wealth Group held 120,973 shares of JPMorgan Realty Income ETF worth $5.82M as of Q1 2026.
  • Beta Wealth Group bought 4,326 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $211K.
  • JPMorgan Realty Income ETF made up 2.41% of Beta Wealth Group's portfolio in Q1 2026, its #15 holding.
  • Beta Wealth Group first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 15 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.