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 Q2	$10.3M	Sell	197,518 -97,859	-33%	-$5.05M	0.37%	51
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 $1.81T 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Foundation Advisors's JPRE Position: Q2 2026 in Review

First Foundation Advisors reduced its JPMorgan Realty Income ETF (JPRE) stake by 33% in Q2 2026, selling an estimated $5.05M and leaving 197,518 shares worth $10.3M. The position accounts for 0.37% of the portfolio, ranked #51.

First Foundation Advisors first reported a position in JPRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $25M in Q2 2025. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

First Foundation Advisors held 197,518 shares of JPMorgan Realty Income ETF worth $10.3M as of Q2 2026.
First Foundation Advisors sold 97,859 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $5.05M.
JPMorgan Realty Income ETF made up 0.37% of First Foundation Advisors's portfolio in Q2 2026, its #51 holding.
First Foundation Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2024 and has held it in 10 quarters since.
First Foundation Advisors's JPMorgan Realty Income ETF position peaked at $25M in Q2 2025.
64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.