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

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

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

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

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

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

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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.

11 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.
11 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.