LPL Financial
JPRE icon

LPL Financial’s JPMorgan Realty Income ETF JPRE Stock Holding History

LPL Financial’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 		$5.07M Sell
97,193
-1,574
-2% -$81.2K ﹤0.01% 2793
2026
Q1 		$4.75M Sell
98,767
-23,940
-20% -$1.17M ﹤0.01% 2663
2025
Q4 		$5.73M Sell
122,707
-2,382
-2% -$113K ﹤0.01% 2414
2025
Q3 		$6M Buy
125,089
+3,620
+3% +$173K ﹤0.01% 2305
2025
Q2 		$5.79M Buy
121,469
+3,550
+3% +$168K ﹤0.01% 2195
2025
Q1 		$5.68M Buy
117,919
+18,725
+19% +$897K ﹤0.01% 2049
2024
Q4 		$4.69M Buy
99,194
+3,000
+3% +$149K ﹤0.01% 2131
2024
Q3 		$4.9M Buy
96,194
+8,464
+10% +$409K ﹤0.01% 2010
2024
Q2 		$3.87M Buy
87,730
+78,472
+848% +$3.35M ﹤0.01% 2064
2024
Q1 		$406K Buy
9,258
+785
+9% +$34.3K ﹤0.01% 3953
2023
Q4 		$381K Sell
8,473
-2,250
-21% -$92K ﹤0.01% 3895
2023
Q3 		$418K Sell
10,723
-455
-4% -$19.1K ﹤0.01% 3629
2023
Q2 		$474K Sell
11,178
-864
-7% -$36K ﹤0.01% 3498
2023
Q1 		$509K Buy
12,042
+1,846
+18% +$79.7K ﹤0.01% 3308
2022
Q4 		$419K Buy
10,196
+1,141
+13% +$49.9K ﹤0.01% 3411
2022
Q3 		$388K Sell
9,055
-3,442
-28% -$170K ﹤0.01% 3371
2022
Q2 		$605K Buy
+12,497
New +$619K ﹤0.01% 3045

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's JPRE Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan Realty Income ETF (JPRE) stake by 1.6% in Q2 2026, selling an estimated $81.2K and leaving 97,193 shares worth $5.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

LPL Financial first reported a position in JPRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $6M in Q3 2025. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • LPL Financial held 97,193 shares of JPMorgan Realty Income ETF worth $5.07M as of Q2 2026.
  • LPL Financial sold 1,574 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $81.2K.
  • JPMorgan Realty Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2793 holding.
  • LPL Financial first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's JPMorgan Realty Income ETF position peaked at $6M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.