Global Retirement Partners’s JPMorgan Realty Income ETF JPRE Stock Holding History

Global Retirement Partners’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
2025 Q4	$27.7K	Hold	593	–	–	﹤0.01%	2715
2025 Q3	$28.4K	Sell	593 -178	-23%	-$8.5K	﹤0.01%	2228
2025 Q2	$36.7K	Buy	+771	New	+$36.4K	﹤0.01%	1942
2024 Q4	$35.6K	Sell	754 -22	-3%	-$1.09K	﹤0.01%	1778
2024 Q3	$39.5K	Buy	776 +124	+19%	+$5.99K	﹤0.01%	1669
2024 Q2	$28.8K	Buy	652 +1	+0.2%	+$43	﹤0.01%	1811
2024 Q1	$28.5K	Buy	651 +599	+1,152%	+$26.2K	﹤0.01%	1660
2023 Q4	$2.31K	Buy	+52	New	+$2.13K	﹤0.01%	2619

Other funds holding JPRE

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

AFS

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

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

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

BWG

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

DWM

Ducere Wealth Management Newport Beach, California $251M AUM

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

Global Retirement Partners's JPRE Position: Q4 2025 in Review

Global Retirement Partners held its JPMorgan Realty Income ETF (JPRE) position steady in Q4 2025 at 593 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Global Retirement Partners first reported a position in JPRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $39.5K in Q3 2024. 68 funds tracked by Wall St. Rank hold JPRE as of Q4 2025.

Global Retirement Partners held 593 shares of JPMorgan Realty Income ETF worth $27.7K as of Q4 2025.
Global Retirement Partners left its JPMorgan Realty Income ETF share count unchanged in Q4 2025.
JPMorgan Realty Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2715 holding.
Global Retirement Partners first reported a position in JPMorgan Realty Income ETF in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's JPMorgan Realty Income ETF position peaked at $39.5K in Q3 2024.
68 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.