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Flagship Harbor Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Flagship Harbor 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 		– Sell
-215
Closed -$10.1K – 1501
2025
Q4 		$10.1K Buy
+215
New +$10.2K ﹤0.01% 1506

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM

Flagship Harbor Advisors's JPRE Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2026, closing a stake of 215 shares — an estimated $10.1K sold.

Flagship Harbor Advisors first reported a position in JPRE in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining JPMorgan Realty Income ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 215 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $10.1K.
  • Flagship Harbor Advisors first reported a position in JPMorgan Realty Income ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's JPMorgan Realty Income ETF position peaked at $10.1K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.