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Kestra Advisory Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-962
Closed -$44.9K – 3784
2025
Q4 		$44.9K Buy
+962
New +$45.6K ﹤0.01% 4013

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM

Kestra Advisory Services's JPRE Position: Q1 2026 in Review

Kestra Advisory Services sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2026, closing a stake of 962 shares — an estimated $44.9K sold.

Kestra Advisory Services first reported a position in JPRE in Q4 2025 and held it in 1 quarter. The position peaked at $44.9K in Q4 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Kestra Advisory Services reported no remaining JPMorgan Realty Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 962 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $44.9K.
  • Kestra Advisory Services first reported a position in JPMorgan Realty Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's JPMorgan Realty Income ETF position peaked at $44.9K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.