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Eclectic Associates’s JPMorgan Realty Income ETF JPRE Stock Holding History

Eclectic Associates’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 		$10.4M Buy
198,949
+25,983
+15% +$1.34M 1.18% 22
2026
Q1 		$8.31M Buy
172,966
+41,145
+31% +$2.01M 1.1% 22
2025
Q4 		$6.16M Buy
131,821
+26,596
+25% +$1.26M 0.96% 27
2025
Q3 		$5.04M Buy
105,225
+30,236
+40% +$1.44M 0.93% 28
2025
Q2 		$3.57M Buy
74,989
+28,050
+60% +$1.32M 0.78% 34
2025
Q1 		$2.26M Buy
46,939
+25,070
+115% +$1.2M 0.61% 42
2024
Q4 		$1.03M Buy
21,869
+14,634
+202% +$727K 0.31% 62
2024
Q3 		$368K Buy
+7,235
New +$349K 0.15% 77

Other funds holding JPRE

2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Eclectic Associates's JPRE Position: Q2 2026 in Review

Eclectic Associates increased its JPMorgan Realty Income ETF (JPRE) stake by 15% in Q2 2026, buying an estimated $1.34M and bringing the position to 198,949 shares worth $10.4M. The position accounts for 1.18% of the portfolio, ranked #22.

Eclectic Associates first reported a position in JPRE in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Eclectic Associates held 198,949 shares of JPMorgan Realty Income ETF worth $10.4M as of Q2 2026.
  • Eclectic Associates bought 25,983 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $1.34M.
  • JPMorgan Realty Income ETF made up 1.18% of Eclectic Associates's portfolio in Q2 2026, its #22 holding.
  • Eclectic Associates first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.