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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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.

19 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.
19 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.