Independence Asset Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Independence Asset 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 Q2	$762K	Buy	14,605 +78	+0.5%	+$4.03K	0.2%	18
2026 Q1	$698K	Buy	14,527 +44	+0.3%	+$2.15K	0.25%	16
2025 Q4	$677K	Buy	14,483 +2,749	+23%	+$130K	0.37%	13
2025 Q3	$562K	Sell	11,734 -369	-3%	-$17.6K	0.24%	16
2025 Q2	$577K	Buy	12,103 +4,065	+51%	+$192K	0.36%	15
2025 Q1	$387K	Buy	+8,038	New	+$385K	1.26%	10

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

Independence Asset Advisors's JPRE Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan Realty Income ETF (JPRE) stake by 0.54% in Q2 2026, buying an estimated $4.03K and bringing the position to 14,605 shares worth $762K. The position accounts for 0.2% of the portfolio, ranked #18.

Independence Asset Advisors first reported a position in JPRE in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Independence Asset Advisors held 14,605 shares of JPMorgan Realty Income ETF worth $762K as of Q2 2026.
Independence Asset Advisors bought 78 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $4.03K.
JPMorgan Realty Income ETF made up 0.2% of Independence Asset Advisors's portfolio in Q2 2026, its #18 holding.
Independence Asset Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2025 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.