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Medallion Wealth Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Medallion Wealth Advisors’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 		$26.4K Hold
550
– – 0.01% 599
2025
Q4 		$25.7K Hold
550
– – 0.01% 594
2025
Q3 		$26.4K Hold
550
– – 0.01% 584
2025
Q2 		$26.4K Hold
550
– – 0.01% 570
2025
Q1 		$26.5K Buy
+550
New +$26.3K 0.01% 531

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 $267M AUM 18.9% 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 $333M AUM

Medallion Wealth Advisors's JPRE Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan Realty Income ETF (JPRE) position steady in Q1 2026 at 550 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #599.

Medallion Wealth Advisors first reported a position in JPRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.5K in Q1 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Medallion Wealth Advisors held 550 shares of JPMorgan Realty Income ETF worth $26.4K as of Q1 2026.
  • Medallion Wealth Advisors left its JPMorgan Realty Income ETF share count unchanged in Q1 2026.
  • JPMorgan Realty Income ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #599 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's JPMorgan Realty Income ETF position peaked at $26.5K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.