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Bill Few Associates’s JPMorgan Realty Income ETF JPRE Stock Holding History

Bill Few Associates’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 		$879K Sell
16,851
-122
-0.7% -$6.29K 0.19% 96
2026
Q1 		$816K Buy
16,973
+712
+4% +$34.8K 0.2% 94
2025
Q4 		$760K Buy
16,261
+1,151
+8% +$54.5K 0.19% 93
2025
Q3 		$724K Buy
15,110
+469
+3% +$22.4K 0.19% 94
2025
Q2 		$697K Buy
14,641
+930
+7% +$43.9K 0.2% 91
2025
Q1 		$661K Buy
13,711
+120
+0.9% +$5.75K 0.24% 82
2024
Q4 		$643K Sell
13,591
-283
-2% -$14.1K 0.23% 81
2024
Q3 		$707K Hold
13,874
– – 0.25% 76
2024
Q2 		$612K Buy
13,874
+130
+0.9% +$5.55K 0.23% 78
2024
Q1 		$603K Buy
13,744
+770
+6% +$33.6K 0.24% 74
2023
Q4 		$584K Buy
12,974
+6,735
+108% +$276K 0.27% 71
2023
Q3 		$243K Buy
6,239
+414
+7% +$17.3K 0.13% 119
2023
Q2 		$247K Buy
5,825
+406
+7% +$16.9K 0.13% 120
2023
Q1 		$229K Sell
5,419
-87
-2% -$3.76K 0.13% 116
2022
Q4 		$226K Buy
5,506
+541
+11% +$23.7K 0.13% 114
2022
Q3 		$212K Hold
4,965
– – 0.14% 106
2022
Q2 		$241K Buy
+4,965
New +$246K 0.15% 102

Other funds holding JPRE

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bill Few Associates's JPRE Position: Q2 2026 in Review

Bill Few Associates reduced its JPMorgan Realty Income ETF (JPRE) stake by 0.72% in Q2 2026, selling an estimated $6.29K and leaving 16,851 shares worth $879K. The position accounts for 0.19% of the portfolio, ranked #96.

Bill Few Associates first reported a position in JPRE in Q2 2022 and has held it in 17 quarters since. 11 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Bill Few Associates held 16,851 shares of JPMorgan Realty Income ETF worth $879K as of Q2 2026.
  • Bill Few Associates sold 122 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $6.29K.
  • JPMorgan Realty Income ETF made up 0.19% of Bill Few Associates's portfolio in Q2 2026, its #96 holding.
  • Bill Few Associates first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 11 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.