Capital Investment Advisory Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Capital Investment Advisory Services’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	–	Sell	-339	Closed	-$16.3K	–	1319
2026 Q1	$16.3K	Hold	339	–	–	﹤0.01%	1010
2025 Q4	$15.8K	Hold	339	–	–	﹤0.01%	974
2025 Q3	$16.2K	Hold	339	–	–	﹤0.01%	921
2025 Q2	$16.1K	Hold	339	–	–	﹤0.01%	896
2025 Q1	$16.3K	Hold	339	–	–	﹤0.01%	834
2024 Q4	$16K	Hold	339	–	–	﹤0.01%	780
2024 Q3	$17.3K	Hold	339	–	–	﹤0.01%	806
2024 Q2	$14.9K	Hold	339	–	–	﹤0.01%	796
2024 Q1	$14.9K	Hold	339	–	–	﹤0.01%	786
2023 Q4	$15.3K	Hold	339	–	–	﹤0.01%	792
2023 Q3	$13.2K	Hold	339	–	–	﹤0.01%	769
2023 Q2	$14.4K	Hold	339	–	–	﹤0.01%	721
2023 Q1	$14.3K	Hold	339	–	–	﹤0.01%	707
2022 Q4	$13.9K	Hold	339	–	–	﹤0.01%	722
2022 Q3	$15K	Hold	339	–	–	﹤0.01%	665
2022 Q2	$16K	Buy	+339	New	+$16.8K	﹤0.01%	681

Other funds holding JPRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

2WWM

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's JPRE Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2026, closing a stake of 339 shares — an estimated $16.3K sold.

Capital Investment Advisory Services first reported a position in JPRE in Q2 2022 and held it in 16 quarters. The position peaked at $17.3K in Q3 2024. 50 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Capital Investment Advisory Services reported no remaining JPMorgan Realty Income ETF position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 339 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $16.3K.
Capital Investment Advisory Services first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 16 quarters.
Capital Investment Advisory Services's JPMorgan Realty Income ETF position peaked at $17.3K in Q3 2024.
50 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.