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Capital Analysts LLC’s JPMorgan Realty Income ETF JPRE Stock Holding History

Capital Analysts LLC’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
Q1 		$286K Buy
5,947
+5,657
+1,951% +$276K 0.01% 571
2025
Q4 		$14K Buy
+290
New +$13.7K ﹤0.01% 1175
2025
Q1 		– Sell
-2,248
Closed -$106K – 1410
2024
Q4 		$106K Buy
+2,248
New +$112K ﹤0.01% 597
2023
Q1 		– Sell
-900
Closed -$37K – 1029
2022
Q4 		$37K Buy
+900
New +$39.4K ﹤0.01% 668

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM

Capital Analysts LLC's JPRE Position: Q1 2026 in Review

Capital Analysts LLC increased its JPMorgan Realty Income ETF (JPRE) stake by 1,951% in Q1 2026, buying an estimated $276K and bringing the position to 5,947 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #571.

Capital Analysts LLC first reported a position in JPRE in Q4 2022 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Capital Analysts LLC held 5,947 shares of JPMorgan Realty Income ETF worth $286K as of Q1 2026.
  • Capital Analysts LLC bought 5,657 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $276K.
  • JPMorgan Realty Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #571 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Realty Income ETF in Q4 2022 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.