Certified Advisory Corp’s JPMorgan Realty Income ETF JPRE Stock Holding History

Certified Advisory Corp’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	$485K	Buy	9,292 +53	+0.6%	+$2.73K	0.04%	228
2026 Q1	$444K	Buy	9,239 +29	+0.3%	+$1.42K	0.04%	225
2025 Q4	$430K	Buy	9,210 +87	+1%	+$4.12K	0.04%	222
2025 Q3	$437K	Buy	9,123 +53	+0.6%	+$2.53K	0.04%	221
2025 Q2	$432K	Buy	9,070 +54	+0.6%	+$2.55K	0.04%	215
2025 Q1	$435K	Buy	9,016 +40	+0.4%	+$1.92K	0.05%	206
2024 Q4	$424K	Buy	8,976 +65	+0.7%	+$3.23K	0.05%	212
2024 Q3	$454K	Buy	8,911 +49	+0.6%	+$2.37K	0.05%	201
2024 Q2	$391K	Buy	8,862 +51	+0.6%	+$2.18K	0.05%	204
2024 Q1	$386K	Buy	8,811 +34	+0.4%	+$1.49K	0.05%	196
2023 Q4	$395K	Buy	+8,777	New	+$359K	0.06%	190

Other funds holding JPRE

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Certified Advisory Corp's JPRE Position: Q2 2026 in Review

Certified Advisory Corp increased its JPMorgan Realty Income ETF (JPRE) stake by 0.57% in Q2 2026, buying an estimated $2.73K and bringing the position to 9,292 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #228.

Certified Advisory Corp first reported a position in JPRE in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Certified Advisory Corp held 9,292 shares of JPMorgan Realty Income ETF worth $485K as of Q2 2026.
Certified Advisory Corp bought 53 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $2.73K.
JPMorgan Realty Income ETF made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #228 holding.
Certified Advisory Corp first reported a position in JPMorgan Realty Income ETF in Q4 2023 and has held it in 11 quarters since.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.