Cambridge Investment Research Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Cambridge Investment Research Advisors’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	$1.28M	Sell	24,484 -758	-3%	-$39.1K	﹤0.01%	2075
2026 Q1	$1.21M	Buy	25,242 +2,105	+9%	+$103K	﹤0.01%	1994
2025 Q4	$1.08M	Buy	23,137 +664	+3%	+$31.4K	﹤0.01%	2031
2025 Q3	$1.08M	Buy	22,473 +1,407	+7%	+$67.2K	﹤0.01%	1996
2025 Q2	$1M	Buy	21,066 +2,370	+13%	+$112K	﹤0.01%	1943
2025 Q1	$901K	Buy	18,696 +723	+4%	+$34.6K	﹤0.01%	1950
2024 Q4	$850K	Sell	17,973 -66,273	-79%	-$3.29M	﹤0.01%	1994
2024 Q3	$4.29M	Buy	84,246 +74,848	+796%	+$3.61M	0.01%	883
2024 Q2	$414K	Buy	9,398 +368	+4%	+$15.7K	﹤0.01%	2448
2024 Q1	$396K	Buy	+9,030	New	+$395K	﹤0.01%	2479

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

Cambridge Investment Research Advisors's JPRE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan Realty Income ETF (JPRE) stake by 3% in Q2 2026, selling an estimated $39.1K and leaving 24,484 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Cambridge Investment Research Advisors first reported a position in JPRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.29M in Q3 2024. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Cambridge Investment Research Advisors held 24,484 shares of JPMorgan Realty Income ETF worth $1.28M as of Q2 2026.
Cambridge Investment Research Advisors sold 758 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $39.1K.
JPMorgan Realty Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2075 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2024 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's JPMorgan Realty Income ETF position peaked at $4.29M in Q3 2024.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.