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Capital A Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-113,982
Closed -$5.49M – 656
2025
Q1 		$5.49M Buy
+113,982
New +$5.46M 5.76% 6

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital A Wealth Management's JPRE Position: Q2 2025 in Review

Capital A Wealth Management sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2025, closing a stake of 113,982 shares — an estimated $5.49M sold.

Capital A Wealth Management first reported a position in JPRE in Q1 2025 and held it in 1 quarter. The position peaked at $5.49M in Q1 2025. 56 funds tracked by Wall St. Rank hold JPRE as of Q2 2025.

  • Capital A Wealth Management reported no remaining JPMorgan Realty Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 113,982 JPMorgan Realty Income ETF shares in Q2 2025, an estimated $5.49M.
  • Capital A Wealth Management first reported a position in JPMorgan Realty Income ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's JPMorgan Realty Income ETF position peaked at $5.49M in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.