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McDonald Partners’s JPMorgan Realty Income ETF JPRE Stock Holding History

McDonald Partners’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 		$34.8K Buy
+666
New +$34.4K 0.01% 350

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 $895M AUM 10.23% 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

McDonald Partners's JPRE Position: Q2 2026 in Review

McDonald Partners opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 666 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • McDonald Partners held 666 shares of JPMorgan Realty Income ETF worth $34.8K as of Q2 2026.
  • JPMorgan Realty Income ETF was a new McDonald Partners position in Q2 2026.
  • JPMorgan Realty Income ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #350 holding.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.