Perkins Coie Trust Company’s JPMorgan Realty Income ETF JPRE Stock Holding History

Perkins Coie Trust Company’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
2025 Q3	–	Sell	-110	Closed	-$5.24K	–	315
2025 Q2	$5.24K	Hold	110	–	–	﹤0.01%	258
2025 Q1	$5.3K	Hold	110	–	–	﹤0.01%	266
2024 Q4	$5.2K	Hold	110	–	–	﹤0.01%	251
2024 Q3	$5.6K	Hold	110	–	–	﹤0.01%	256
2024 Q2	$4.85K	Hold	110	–	–	﹤0.01%	246
2024 Q1	$4.82K	Hold	110	–	–	﹤0.01%	214
2023 Q4	$4.95K	Hold	110	–	–	﹤0.01%	218
2023 Q3	$4.28K	Hold	110	–	–	﹤0.01%	287
2023 Q2	$4.66K	Hold	110	–	–	﹤0.01%	198
2023 Q1	$4.65K	Hold	110	–	–	﹤0.01%	210
2022 Q4	$4.52K	Hold	110	–	–	﹤0.01%	203
2022 Q3	$5K	Hold	110	–	–	﹤0.01%	208
2022 Q2	$5K	Buy	+110	New	+$5.45K	﹤0.01%	208

Other funds holding JPRE

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Perkins Coie Trust Company's JPRE Position: Q3 2025 in Review

Perkins Coie Trust Company sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2025, closing a stake of 110 shares — an estimated $5.24K sold.

Perkins Coie Trust Company first reported a position in JPRE in Q2 2022 and held it in 13 quarters. The position peaked at $5.6K in Q3 2024. 55 funds tracked by Wall St. Rank hold JPRE as of Q3 2025.

Perkins Coie Trust Company reported no remaining JPMorgan Realty Income ETF position as of Q3 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 110 JPMorgan Realty Income ETF shares in Q3 2025, an estimated $5.24K.
Perkins Coie Trust Company first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 13 quarters.
Perkins Coie Trust Company's JPMorgan Realty Income ETF position peaked at $5.6K in Q3 2024.
55 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2025.

Based on Perkins Coie Trust Company's 13F filing for Q3 2025, filed 9 Oct 2025.