Plan Group Financial’s JPMorgan Realty Income ETF JPRE Stock Holding History

Plan Group Financial’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 Q3	$1.06M	Buy	+20,809	New	+$1.1M	0.21%	87

Other funds holding JPRE

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Plan Group Financial's JPRE Position: Q3 2026 in Review

Plan Group Financial opened a new position in JPMorgan Realty Income ETF (JPRE) in Q3 2026: 20,809 shares worth $1.06M. The stake represents 0.21% of the portfolio and ranks #87 among its holdings.

12 funds tracked by Wall St. Rank hold JPRE as of Q3 2026.

Plan Group Financial held 20,809 shares of JPMorgan Realty Income ETF worth $1.06M as of Q3 2026.
JPMorgan Realty Income ETF was a new Plan Group Financial position in Q3 2026.
JPMorgan Realty Income ETF made up 0.21% of Plan Group Financial's portfolio in Q3 2026, its #87 holding.
12 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.