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John Overdeck’s JPMorgan Realty Income ETF JPRE Stock Holding History

John Overdeck’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 		– Sell
-77,100
Closed -$3.71M – 5257
2026
Q1 		$3.71M Buy
77,100
+41,300
+115% +$2.02M ﹤0.01% 2241
2025
Q4 		$1.67M Buy
+35,800
New +$1.7M ﹤0.01% 2569

Other funds holding JPRE

JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

John Overdeck's JPRE Position: Q2 2026 in Review

John Overdeck sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2026, closing a stake of 77,100 shares — an estimated $3.71M sold.

John Overdeck first reported a position in JPRE in Q4 2025 and held it in 2 quarters. The position peaked at $3.71M in Q1 2026. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • John Overdeck reported no remaining JPMorgan Realty Income ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 77,100 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $3.71M.
  • John Overdeck first reported a position in JPMorgan Realty Income ETF in Q4 2025 and held it in 2 quarters.
  • John Overdeck's JPMorgan Realty Income ETF position peaked at $3.71M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.