JFS Wealth Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

JFS Wealth 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	$8.04K	Buy	+154	New	+$7.95K	﹤0.01%	1101

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 $878M AUM 18.7% 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

JFS Wealth Advisors's JPRE Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 154 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings.

63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

JFS Wealth Advisors held 154 shares of JPMorgan Realty Income ETF worth $8.04K as of Q2 2026.
JPMorgan Realty Income ETF was a new JFS Wealth Advisors position in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1101 holding.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.