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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
Q2 		$512K Buy
9,823
+3,876
+65% +$200K 0.01% 487
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 $1.81T 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC's JPRE Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Realty Income ETF (JPRE) stake by 65% in Q2 2026, buying an estimated $200K and bringing the position to 9,823 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #487.

Capital Analysts LLC first reported a position in JPRE in Q4 2022 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Capital Analysts LLC held 9,823 shares of JPMorgan Realty Income ETF worth $512K as of Q2 2026.
  • Capital Analysts LLC bought 3,876 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $200K.
  • JPMorgan Realty Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #487 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Realty Income ETF in Q4 2022 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.