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 Q3	$11M	Buy	222,651 +23,702	+12%	+$1.25M	1.23%	23
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 $115M AUM 9.97% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates's JPRE Position: Q3 2026 in Review

Eclectic Associates increased its JPMorgan Realty Income ETF (JPRE) stake by 12% in Q3 2026, buying an estimated $1.25M and bringing the position to 222,651 shares worth $11M. The position accounts for 1.23% of the portfolio, ranked #23.

Eclectic Associates first reported a position in JPRE in Q3 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold JPRE as of Q3 2026.

Eclectic Associates held 222,651 shares of JPMorgan Realty Income ETF worth $11M as of Q3 2026.
Eclectic Associates bought 23,702 JPMorgan Realty Income ETF shares in Q3 2026, an estimated $1.25M.
JPMorgan Realty Income ETF made up 1.23% of Eclectic Associates's portfolio in Q3 2026, its #23 holding.
Eclectic Associates first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.