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O'Shaughnessy Asset Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

O'Shaughnessy Asset 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 		– Sell
-655
Closed -$30.6K – 2752
2025
Q4 		$30.6K Hold
655
– – ﹤0.01% 2294
2025
Q3 		$31.4K Hold
655
– – ﹤0.01% 2235
2025
Q2 		$31.2K Buy
+655
New +$30.9K ﹤0.01% 2084

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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 $895M AUM 10.23% 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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

O'Shaughnessy Asset Management's JPRE Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2026, closing a stake of 655 shares — an estimated $30.6K sold.

O'Shaughnessy Asset Management first reported a position in JPRE in Q2 2025 and held it in 3 quarters. The position peaked at $31.4K in Q3 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining JPMorgan Realty Income ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 655 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $30.6K.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Realty Income ETF in Q2 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's JPMorgan Realty Income ETF position peaked at $31.4K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.