JP Morgan Chase
IGR

JP Morgan Chase’s CBRE Global Real Estate Income Fund IGR Stock Holding History

JP Morgan Chase’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9K Buy
2,233
+1,866
+508% +$26K ﹤0.01% 6608
2026
Q1 		$4.64K Sell
367
-200
-35% -$2.82K ﹤0.01% 6900
2025
Q4 		$7.45K Buy
567
+434
+326% +$6.13K ﹤0.01% 6735
2025
Q3 		$2.06K Buy
+133
New +$2.01K ﹤0.01% 6910
2025
Q2 		– Sell
-7,311
Closed -$113K – 7357
2025
Q1 		$113K Buy
7,311
+311
+4% +$4.82K ﹤0.01% 5505
2024
Q4 		$101K Sell
7,000
-2,200
-24% -$37.5K ﹤0.01% 5755
2024
Q3 		$181K Sell
9,200
-1,835
-17% -$32.5K ﹤0.01% 5452
2024
Q2 		$167K Sell
11,035
-3,282
-23% -$49.5K ﹤0.01% 5251
2024
Q1 		$231K Sell
14,317
-33,008
-70% -$518K ﹤0.01% 5272
2023
Q4 		$771K Buy
47,325
+35,722
+308% +$491K ﹤0.01% 4510
2023
Q3 		$157K Sell
11,603
-1,090
-9% -$17K ﹤0.01% 5215
2023
Q2 		$199K Sell
12,693
-449
-3% -$7.1K ﹤0.01% 5072
2023
Q1 		$209K Buy
13,142
+3,442
+35% +$64.4K ﹤0.01% 5041
2022
Q4 		$166K Buy
9,700
+6,812
+236% +$120K ﹤0.01% 5127
2022
Q3 		$50K Buy
2,888
+2,855
+8,652% +$62.6K ﹤0.01% 5548
2022
Q2 		$1K Buy
+33
New +$794 ﹤0.01% 6356
2020
Q1 		– Sell
-336
Closed -$8K – 5483
2019
Q4 		$8K Buy
+336
New +$7.99K ﹤0.01% 5417

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase's IGR Position: Q2 2026 in Review

JP Morgan Chase increased its CBRE Global Real Estate Income Fund (IGR) stake by 508% in Q2 2026, buying an estimated $26K and bringing the position to 2,233 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6608.

JP Morgan Chase first reported a position in IGR in Q4 2019 and has held it in 17 quarters since. The position peaked at $771K in Q4 2023. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • JP Morgan Chase held 2,233 shares of CBRE Global Real Estate Income Fund worth $30.9K as of Q2 2026.
  • JP Morgan Chase bought 1,866 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $26K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6608 holding.
  • JP Morgan Chase first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and has held it in 17 quarters since.
  • JP Morgan Chase's CBRE Global Real Estate Income Fund position peaked at $771K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.