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Hengehold Capital Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Hengehold Capital Management’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
-4,451
Closed -$208K – 225
2025
Q4 		$208K Hold
4,451
– – 0.02% 214
2025
Q3 		$213K Hold
4,451
– – 0.02% 211
2025
Q2 		$212K Hold
4,451
– – 0.02% 204
2025
Q1 		$215K Hold
4,451
– – 0.02% 193
2024
Q4 		$210K Hold
4,451
– – 0.02% 198
2024
Q3 		$227K Buy
+4,451
New +$215K 0.02% 187
2024
Q1 		– Sell
-4,451
Closed -$200K – 194
2023
Q4 		$200K Sell
4,451
-1,577
-26% -$64.5K 0.02% 176
2023
Q3 		$235K Sell
6,028
-647
-10% -$27.1K 0.03% 151
2023
Q2 		$283K Sell
6,675
-206
-3% -$8.59K 0.04% 138
2023
Q1 		$291K Buy
6,881
+9
+0.1% +$389 0.04% 137
2022
Q4 		$282K Sell
6,872
-2,798
-29% -$122K 0.04% 137
2022
Q3 		$414K Buy
9,670
+12
+0.1% +$594 0.06% 97
2022
Q2 		$468K Buy
+9,658
New +$478K 0.07% 88

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 $267M AUM 18.9% 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 $333M AUM

Hengehold Capital Management's JPRE Position: Q1 2026 in Review

Hengehold Capital Management sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2026, closing a stake of 4,451 shares — an estimated $208K sold.

Hengehold Capital Management first reported a position in JPRE in Q2 2022 and held it in 13 quarters. The position peaked at $468K in Q2 2022. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Hengehold Capital Management reported no remaining JPMorgan Realty Income ETF position as of Q1 2026 after selling out during the quarter.
  • Hengehold Capital Management sold 4,451 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $208K.
  • Hengehold Capital Management first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 13 quarters.
  • Hengehold Capital Management's JPMorgan Realty Income ETF position peaked at $468K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Hengehold Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.