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Oarsman Capital’s JPMorgan Realty Income ETF JPRE Stock Holding History

Oarsman Capital’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 		$5.62M Buy
107,800
+15,461
+17% +$798K 0.6% 27
2026
Q1 		$4.44M Buy
92,339
+1,970
+2% +$96.3K 0.55% 30
2025
Q4 		$4.22M Buy
90,369
+12,028
+15% +$570K 0.55% 30
2025
Q3 		$3.75M Buy
78,341
+13,894
+22% +$663K 0.53% 34
2025
Q2 		$3.07M Buy
64,447
+11,944
+23% +$564K 0.48% 36
2025
Q1 		$2.53M Buy
52,503
+15,774
+43% +$755K 0.45% 42
2024
Q4 		$1.74M Buy
36,729
+36,374
+10,246% +$1.81M 0.3% 64
2024
Q3 		$18.1K Buy
+355
New +$17.1K ﹤0.01% 612

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

Oarsman Capital's JPRE Position: Q2 2026 in Review

Oarsman Capital increased its JPMorgan Realty Income ETF (JPRE) stake by 17% in Q2 2026, buying an estimated $798K and bringing the position to 107,800 shares worth $5.62M. The position accounts for 0.6% of the portfolio, ranked #27.

Oarsman Capital first reported a position in JPRE in Q3 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Oarsman Capital held 107,800 shares of JPMorgan Realty Income ETF worth $5.62M as of Q2 2026.
  • Oarsman Capital bought 15,461 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $798K.
  • JPMorgan Realty Income ETF made up 0.6% of Oarsman Capital's portfolio in Q2 2026, its #27 holding.
  • Oarsman Capital first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.