Farther Finance Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Farther Finance Advisors’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	$17.5K	Buy	336 +68	+25%	+$3.51K	﹤0.01%	4070
2026 Q1	$12.9K	Sell	268 -15	-5%	-$733	﹤0.01%	3952
2025 Q4	$13.2K	Hold	283	–	–	﹤0.01%	3724
2025 Q3	$13.6K	Buy	+283	New	+$13.5K	﹤0.01%	3278
2025 Q2	–	Sell	-38	Closed	-$1.83K	–	4586
2025 Q1	$1.83K	Hold	38	–	–	﹤0.01%	3425
2024 Q4	$1.8K	Hold	38	–	–	﹤0.01%	3034
2024 Q3	$1.94K	Buy	+38	New	+$1.83K	﹤0.01%	3005

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

Farther Finance Advisors's JPRE Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Realty Income ETF (JPRE) stake by 25% in Q2 2026, buying an estimated $3.51K and bringing the position to 336 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4070.

Farther Finance Advisors first reported a position in JPRE in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Farther Finance Advisors held 336 shares of JPMorgan Realty Income ETF worth $17.5K as of Q2 2026.
Farther Finance Advisors bought 68 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $3.51K.
JPMorgan Realty Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4070 holding.
Farther Finance Advisors first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.