Brinker Capital Investments’s JPMorgan Realty Income ETF JPRE Stock Holding History

Brinker Capital Investments’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	$1.14M	Buy	21,772 +2,175	+11%	+$112K	0.01%	1087
2026 Q1	$942K	Buy	19,597 +5,989	+44%	+$293K	0.01%	1138
2025 Q4	$636K	Buy	13,608 +6,416	+89%	+$304K	﹤0.01%	1492
2025 Q3	$345K	Buy	7,192 +617	+9%	+$29.5K	﹤0.01%	1701
2025 Q2	$313K	Buy	+6,575	New	+$310K	﹤0.01%	1683

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

Brinker Capital Investments's JPRE Position: Q2 2026 in Review

Brinker Capital Investments increased its JPMorgan Realty Income ETF (JPRE) stake by 11% in Q2 2026, buying an estimated $112K and bringing the position to 21,772 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1087.

Brinker Capital Investments first reported a position in JPRE in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Brinker Capital Investments held 21,772 shares of JPMorgan Realty Income ETF worth $1.14M as of Q2 2026.
Brinker Capital Investments bought 2,175 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $112K.
JPMorgan Realty Income ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1087 holding.
Brinker Capital Investments first reported a position in JPMorgan Realty Income ETF in Q2 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.