Center for Financial Planning’s JPMorgan Realty Income ETF JPRE Stock Holding History

Center for Financial Planning’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	$47.2K	Hold	981	–	–	﹤0.01%	310
2025 Q4	$45.8K	Hold	981	–	–	﹤0.01%	308
2025 Q3	$47K	Hold	981	–	–	0.01%	314
2025 Q2	$46.7K	Hold	981	–	–	0.01%	301
2025 Q1	$47.3K	Hold	981	–	–	0.01%	283
2024 Q4	$46.4K	Hold	981	–	–	0.01%	277
2024 Q3	$50K	Hold	981	–	–	0.01%	252
2024 Q2	$43.3K	Hold	981	–	–	0.01%	255
2024 Q1	$43K	Hold	981	–	–	0.01%	259
2023 Q4	$44.2K	Hold	981	–	–	0.01%	234
2023 Q3	$38.2K	Hold	981	–	–	0.01%	237
2023 Q2	$41.6K	Hold	981	–	–	0.01%	251
2023 Q1	$41.5K	Hold	981	–	–	0.01%	237
2022 Q4	$40.3K	Hold	981	–	–	0.01%	236
2022 Q3	$42K	Hold	981	–	–	0.01%	223
2022 Q2	$48K	Buy	+981	New	+$48.6K	0.01%	222

Other funds holding JPRE

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $251M AUM

Center for Financial Planning's JPRE Position: Q1 2026 in Review

Center for Financial Planning held its JPMorgan Realty Income ETF (JPRE) position steady in Q1 2026 at 981 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Center for Financial Planning first reported a position in JPRE in Q2 2022 and has held it in 16 quarters since. The position peaked at $50K in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

Center for Financial Planning held 981 shares of JPMorgan Realty Income ETF worth $47.2K as of Q1 2026.
Center for Financial Planning left its JPMorgan Realty Income ETF share count unchanged in Q1 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #310 holding.
Center for Financial Planning first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 16 quarters since.
Center for Financial Planning's JPMorgan Realty Income ETF position peaked at $50K in Q3 2024.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.