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
2026 Q2	$35.1K	Buy	+673	New	+$34.7K	﹤0.01%	2739
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 $1.81T 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 $895M AUM 10.23% 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

Global Retirement Partners's JPRE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 673 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #2739 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPRE as recently as Q4 2025.

Global Retirement Partners first reported a position in JPRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $39.5K in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Global Retirement Partners held 673 shares of JPMorgan Realty Income ETF worth $35.1K as of Q2 2026.
JPMorgan Realty Income ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2739 holding.
Global Retirement Partners first reported a position in JPMorgan Realty Income ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's JPMorgan Realty Income ETF position peaked at $39.5K in Q3 2024.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.