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J.W. Cole Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

J.W. Cole 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
2025
Q4 		– Sell
-4,702
Closed -$225K – 1543
2025
Q3 		$225K Buy
4,702
+1
+0% +$48 ﹤0.01% 1388
2025
Q2 		$224K Buy
4,701
+1
+0% +$47 ﹤0.01% 1307
2025
Q1 		$227K Buy
+4,700
New +$225K 0.01% 1094

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 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
DWM
Ducere Wealth Management Newport Beach, California $251M AUM
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

J.W. Cole Advisors's JPRE Position: Q4 2025 in Review

J.W. Cole Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q4 2025, closing a stake of 4,702 shares — an estimated $225K sold.

J.W. Cole Advisors first reported a position in JPRE in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 68 funds tracked by Wall St. Rank hold JPRE as of Q4 2025.

  • J.W. Cole Advisors reported no remaining JPMorgan Realty Income ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,702 JPMorgan Realty Income ETF shares in Q4 2025, an estimated $225K.
  • J.W. Cole Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's JPMorgan Realty Income ETF position peaked at $227K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.