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Gradient Investments’s JPMorgan Realty Income ETF JPRE Stock Holding History

Gradient Investments’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
Q3 		– Sell
-154,278
Closed -$7.35M – 385
2025
Q2 		$7.35M Buy
154,278
+4,115
+3% +$194K 0.13% 151
2025
Q1 		$7.24M Buy
150,163
+10,095
+7% +$483K 0.15% 143
2024
Q4 		$6.62M Sell
140,068
-8,784
-6% -$437K 0.13% 139
2024
Q3 		$7.58M Buy
148,852
+6,290
+4% +$304K 0.16% 132
2024
Q2 		$6.29M Buy
+142,562
New +$6.09M 0.14% 133

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
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
LPL Financial
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Gradient Investments's JPRE Position: Q3 2025 in Review

Gradient Investments sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2025, closing a stake of 154,278 shares — an estimated $7.35M sold.

Gradient Investments first reported a position in JPRE in Q2 2024 and held it in 5 quarters. The position peaked at $7.58M in Q3 2024. 55 funds tracked by Wall St. Rank hold JPRE as of Q3 2025.

  • Gradient Investments reported no remaining JPMorgan Realty Income ETF position as of Q3 2025 after selling out during the quarter.
  • Gradient Investments sold 154,278 JPMorgan Realty Income ETF shares in Q3 2025, an estimated $7.35M.
  • Gradient Investments first reported a position in JPMorgan Realty Income ETF in Q2 2024 and held it in 5 quarters.
  • Gradient Investments's JPMorgan Realty Income ETF position peaked at $7.58M in Q3 2024.
  • 55 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.