Morgan Stanley
JPRE icon

Morgan Stanley’s JPMorgan Realty Income ETF JPRE Stock Holding History

Morgan Stanley’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 		$341K Buy
6,531
+3
+0% +$155 ﹤0.01% 5723
2026
Q1 		$314K Buy
6,528
+1
+0% +$49 ﹤0.01% 5682
2025
Q4 		$305K Buy
6,527
+5,633
+630% +$267K ﹤0.01% 5749
2025
Q3 		$42.9K Buy
894
+4
+0.4% +$191 ﹤0.01% 6459
2025
Q2 		$42.4K Buy
890
+4
+0.5% +$189 ﹤0.01% 6414
2025
Q1 		$42.7K Sell
886
-337
-28% -$16.1K ﹤0.01% 6324
2024
Q4 		$57.8K Sell
1,223
-1
-0.1% -$50 ﹤0.01% 6244
2024
Q3 		$62.4K Hold
1,224
– – ﹤0.01% 6152
2024
Q2 		$54K Hold
1,224
– – ﹤0.01% 6142
2024
Q1 		$53.7K Buy
1,224
+1
+0.1% +$44 ﹤0.01% 6188
2023
Q4 		$55K Sell
1,223
-2,300
-65% -$94.1K ﹤0.01% 6126
2023
Q3 		$137K Buy
3,523
+2,023
+135% +$84.7K ﹤0.01% 5738
2023
Q2 		$63.6K Sell
1,500
-34
-2% -$1.42K ﹤0.01% 6123
2023
Q1 		$64.8K Hold
1,534
– – ﹤0.01% 6189
2022
Q4 		$63K Sell
1,534
-240
-14% -$10.5K ﹤0.01% 6189
2022
Q3 		$76K Sell
1,774
-255
-13% -$12.6K ﹤0.01% 6215
2022
Q2 		$98K Buy
+2,029
New +$101K ﹤0.01% 6286

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 $878M AUM 18.7% 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

Morgan Stanley's JPRE Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Realty Income ETF (JPRE) stake by 0.05% in Q2 2026, buying an estimated $155 and bringing the position to 6,531 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #5723.

Morgan Stanley first reported a position in JPRE in Q2 2022 and has held it in 17 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Morgan Stanley held 6,531 shares of JPMorgan Realty Income ETF worth $341K as of Q2 2026.
  • Morgan Stanley bought 3 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $155.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5723 holding.
  • Morgan Stanley first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.