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One Capital Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

One Capital 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
Q1 		$1.17M Buy
24,426
+1,031
+4% +$50.4K 0.03% 283
2025
Q4 		$1.09M Buy
+23,395
New +$1.11M 0.03% 289

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

One Capital Management's JPRE Position: Q1 2026 in Review

One Capital Management increased its JPMorgan Realty Income ETF (JPRE) stake by 4.4% in Q1 2026, buying an estimated $50.4K and bringing the position to 24,426 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #283.

One Capital Management first reported a position in JPRE in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • One Capital Management held 24,426 shares of JPMorgan Realty Income ETF worth $1.17M as of Q1 2026.
  • One Capital Management bought 1,031 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $50.4K.
  • JPMorgan Realty Income ETF made up 0.03% of One Capital Management's portfolio in Q1 2026, its #283 holding.
  • One Capital Management first reported a position in JPMorgan Realty Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.