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

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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

2WWM

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAMG

Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 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. 25 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.
25 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.