MFS
JPRE icon

Mattson Financial Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Mattson Financial 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
2025
Q2 		– Sell
-1,584
Closed -$76.3K – 258
2025
Q1 		$76.3K Buy
1,584
+89
+6% +$4.26K 0.02% 170
2024
Q4 		$76.2K Buy
1,495
+397
+36% +$19.7K 0.02% 160
2024
Q3 		$48.4K Hold
1,098
– – 0.02% 168
2024
Q2 		$48.4K Buy
+1,098
New +$46.9K 0.02% 168

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Mattson Financial Services's JPRE Position: Q2 2025 in Review

Mattson Financial Services sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2025, closing a stake of 1,584 shares — an estimated $76.3K sold.

Mattson Financial Services first reported a position in JPRE in Q2 2024 and held it in 4 quarters. The position peaked at $76.3K in Q1 2025. 56 funds tracked by Wall St. Rank hold JPRE as of Q2 2025.

  • Mattson Financial Services reported no remaining JPMorgan Realty Income ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,584 JPMorgan Realty Income ETF shares in Q2 2025, an estimated $76.3K.
  • Mattson Financial Services first reported a position in JPMorgan Realty Income ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's JPMorgan Realty Income ETF position peaked at $76.3K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.