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

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

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. 64 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.
64 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.