Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Realty Income ETF JPRE Stock Holding History

Cetera Investment Advisers’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 		$2.69M Buy
55,979
+3,379
+6% +$165K ﹤0.01% 2003
2025
Q4 		$2.46M Sell
52,600
-24,261
-32% -$1.15M ﹤0.01% 2029
2025
Q3 		$3.68M Buy
76,861
+30,174
+65% +$1.44M ﹤0.01% 1665
2025
Q2 		$2.22M Buy
46,687
+5,040
+12% +$238K ﹤0.01% 1766
2025
Q1 		$2.01M Sell
41,647
-23,139
-36% -$1.11M ﹤0.01% 1747
2024
Q4 		$3.06M Sell
64,786
-11,875
-15% -$590K 0.01% 1348
2024
Q3 		$3.91M Sell
76,661
-2,427
-3% -$117K 0.01% 1145
2024
Q2 		$3.49M Buy
79,088
+11,988
+18% +$512K 0.01% 1203
2024
Q1 		$2.94M Buy
67,100
+44,410
+196% +$1.94M 0.01% 1298
2023
Q4 		$1.02M Buy
22,690
+5,099
+29% +$209K 0.01% 1096
2023
Q3 		$685K Buy
+17,591
New +$736K 0.01% 1261

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 $267M AUM 18.9% 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 $333M AUM

Cetera Investment Advisers's JPRE Position: Q1 2026 in Review

Cetera Investment Advisers increased its JPMorgan Realty Income ETF (JPRE) stake by 6.4% in Q1 2026, buying an estimated $165K and bringing the position to 55,979 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Cetera Investment Advisers first reported a position in JPRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Cetera Investment Advisers held 55,979 shares of JPMorgan Realty Income ETF worth $2.69M as of Q1 2026.
  • Cetera Investment Advisers bought 3,379 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $165K.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2003 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Realty Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's JPMorgan Realty Income ETF position peaked at $3.91M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.