First Foundation Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

First Foundation 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 Q1	$14.2M	Sell	295,377 -114,016	-28%	-$5.57M	0.57%	32
2025 Q4	$19.1M	Sell	409,393 -29,790	-7%	-$1.41M	0.72%	26
2025 Q3	$21.1M	Sell	439,183 -85,849	-16%	-$4.1M	0.78%	24
2025 Q2	$25M	Buy	525,032 +33,015	+7%	+$1.56M	0.93%	23
2025 Q1	$23.7M	Buy	492,017 +363,862	+284%	+$17.4M	0.97%	24
2024 Q4	$6.06M	Buy	128,155 +18,314	+17%	+$910K	0.23%	74
2024 Q3	$5.6M	Buy	109,841 +18,405	+20%	+$888K	0.21%	74
2024 Q2	$4.03M	Buy	91,436 +85,401	+1,415%	+$3.65M	0.15%	81
2024 Q1	$265K	Buy	+6,035	New	+$264K	0.01%	299

Other funds holding JPRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $251M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Foundation Advisors's JPRE Position: Q1 2026 in Review

First Foundation Advisors reduced its JPMorgan Realty Income ETF (JPRE) stake by 28% in Q1 2026, selling an estimated $5.57M and leaving 295,377 shares worth $14.2M. The position accounts for 0.57% of the portfolio, ranked #32.

First Foundation Advisors first reported a position in JPRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $25M in Q2 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

First Foundation Advisors held 295,377 shares of JPMorgan Realty Income ETF worth $14.2M as of Q1 2026.
First Foundation Advisors sold 114,016 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $5.57M.
JPMorgan Realty Income ETF made up 0.57% of First Foundation Advisors's portfolio in Q1 2026, its #32 holding.
First Foundation Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2024 and has held it in 9 quarters since.
First Foundation Advisors's JPMorgan Realty Income ETF position peaked at $25M in Q2 2025.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.