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Ducere Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Ducere Wealth Management’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
-89,546
Closed -$4.3M – 143
2026
Q1 		$4.3M Sell
89,546
-9,305
-9% -$455K 1.71% 21
2025
Q4 		$4.62M Buy
+98,851
New +$4.68M 1.79% 20

Other funds holding JPRE

JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ducere Wealth Management's JPRE Position: Q2 2026 in Review

Ducere Wealth Management sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2026, closing a stake of 89,546 shares — an estimated $4.3M sold.

Ducere Wealth Management first reported a position in JPRE in Q4 2025 and held it in 2 quarters. The position peaked at $4.62M in Q4 2025. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Ducere Wealth Management reported no remaining JPMorgan Realty Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 89,546 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $4.3M.
  • Ducere Wealth Management first reported a position in JPMorgan Realty Income ETF in Q4 2025 and held it in 2 quarters.
  • Ducere Wealth Management's JPMorgan Realty Income ETF position peaked at $4.62M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.