Northwestern Mutual Wealth Management
JPRE icon

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

Northwestern Mutual 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 		$1.12M Buy
21,416
+10,098
+89% +$521K ﹤0.01% 1366
2026
Q1 		$544K Buy
11,318
+2,498
+28% +$122K ﹤0.01% 1540
2025
Q4 		$412K Buy
8,820
+3,894
+79% +$184K ﹤0.01% 1610
2025
Q3 		$236K Buy
4,926
+1,437
+41% +$68.6K ﹤0.01% 1731
2025
Q2 		$166K Buy
3,489
+260
+8% +$12.3K ﹤0.01% 1812
2025
Q1 		$156K Buy
3,229
+979
+44% +$46.9K ﹤0.01% 1768
2024
Q4 		$106K Buy
2,250
+154
+7% +$7.66K ﹤0.01% 1899
2024
Q3 		$107K Buy
2,096
+341
+19% +$16.5K ﹤0.01% 1868
2024
Q2 		$77.4K Buy
1,755
+779
+80% +$33.3K ﹤0.01% 1934
2024
Q1 		$42.8K Hold
976
– – ﹤0.01% 2138
2023
Q4 		$43.9K Sell
976
-1,281
-57% -$52.4K ﹤0.01% 2097
2023
Q3 		$87.9K Sell
2,257
-1,637
-42% -$68.5K ﹤0.01% 1761
2023
Q2 		$165K Hold
3,894
– – ﹤0.01% 1540
2023
Q1 		$165K Sell
3,894
-558
-13% -$24.1K ﹤0.01% 1511
2022
Q4 		$183K Buy
+4,452
New +$195K ﹤0.01% 1448

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

Northwestern Mutual Wealth Management's JPRE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Realty Income ETF (JPRE) stake by 89% in Q2 2026, buying an estimated $521K and bringing the position to 21,416 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Northwestern Mutual Wealth Management first reported a position in JPRE in Q4 2022 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 21,416 shares of JPMorgan Realty Income ETF worth $1.12M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 10,098 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $521K.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1366 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Realty Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.