MOR Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

MOR Wealth Management’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	$208K	Buy	+3,990	New	+$206K	0.08%	121

Other funds holding JPRE

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BWG

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

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MOR Wealth Management's JPRE Position: Q2 2026 in Review

MOR Wealth Management opened a new position in JPMorgan Realty Income ETF (JPRE) in Q2 2026: 3,990 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #121 among its holdings.

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

MOR Wealth Management held 3,990 shares of JPMorgan Realty Income ETF worth $208K as of Q2 2026.
JPMorgan Realty Income ETF was a new MOR Wealth Management position in Q2 2026.
JPMorgan Realty Income ETF made up 0.08% of MOR Wealth Management's portfolio in Q2 2026, its #121 holding.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.