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 Q2	$2.91M	Sell	55,677 -302	-0.5%	-$15.6K	﹤0.01%	2070
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 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

Cetera Investment Advisers's JPRE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its JPMorgan Realty Income ETF (JPRE) stake by 0.54% in Q2 2026, selling an estimated $15.6K and leaving 55,677 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Cetera Investment Advisers first reported a position in JPRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.91M in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Cetera Investment Advisers held 55,677 shares of JPMorgan Realty Income ETF worth $2.91M as of Q2 2026.
Cetera Investment Advisers sold 302 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $15.6K.
JPMorgan Realty Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2070 holding.
Cetera Investment Advisers first reported a position in JPMorgan Realty Income ETF in Q3 2023 and has held it in 12 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 Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.