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Milestone Asset Management Group’s JPMorgan Realty Income ETF JPRE Stock Holding History

Milestone Asset Management Group’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 		$451K Buy
9,379
+9
+0.1% +$440 0.26% 74
2025
Q4 		$438K Sell
9,370
-263
-3% -$12.5K 0.25% 79
2025
Q3 		$462K Buy
9,633
+619
+7% +$29.6K 0.29% 74
2025
Q2 		$429K Buy
9,014
+37
+0.4% +$1.75K 0.32% 69
2025
Q1 		$433K Buy
8,977
+1,494
+20% +$71.5K 0.39% 60
2024
Q4 		$354K Buy
+7,483
New +$372K 0.32% 71

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 $242M AUM 15.04% 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 $251M AUM

Milestone Asset Management Group's JPRE Position: Q1 2026 in Review

Milestone Asset Management Group increased its JPMorgan Realty Income ETF (JPRE) stake by 0.1% in Q1 2026, buying an estimated $440 and bringing the position to 9,379 shares worth $451K. The position accounts for 0.26% of the portfolio, ranked #74.

Milestone Asset Management Group first reported a position in JPRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $462K in Q3 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Milestone Asset Management Group held 9,379 shares of JPMorgan Realty Income ETF worth $451K as of Q1 2026.
  • Milestone Asset Management Group bought 9 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $440.
  • JPMorgan Realty Income ETF made up 0.26% of Milestone Asset Management Group's portfolio in Q1 2026, its #74 holding.
  • Milestone Asset Management Group first reported a position in JPMorgan Realty Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's JPMorgan Realty Income ETF position peaked at $462K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.