Fidelity Investments’s JPMorgan Realty Income ETF JPRE Stock Holding History

Fidelity Investments’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	$23.9K	Buy	+457	New	+$23.6K	﹤0.01%	4600
2024 Q3	–	Sell	-1	Closed	-$44	–	5627
2024 Q2	$44	Buy	+1	New	+$43	﹤0.01%	5076
2024 Q1	–	Sell	-22	Closed	-$990	–	5558
2023 Q4	$990	Buy	+22	New	+$900	﹤0.01%	4751
2023 Q1	–	Sell	-2	Closed	-$82	–	5411
2022 Q4	$82	Buy	+2	New	+$87	﹤0.01%	4900
2022 Q3	–	Sell	-1	Closed	–	–	5171
2022 Q2	$0	Buy	+1	New	+$50	﹤0.01%	5232

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

Fidelity Investments's JPRE Position: Q2 2026 in Review

Fidelity Investments opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 457 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #4600 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in JPRE as recently as Q2 2024.

Fidelity Investments first reported a position in JPRE in Q2 2022 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Fidelity Investments held 457 shares of JPMorgan Realty Income ETF worth $23.9K as of Q2 2026.
JPMorgan Realty Income ETF was a new Fidelity Investments position in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4600 holding.
Fidelity Investments first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.