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Plus Group Wealth Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Plus Group Wealth Advisors’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 		$633K Buy
12,137
+354
+3% +$18.3K 0.6% 25
2026
Q1 		$566K Buy
11,783
+664
+6% +$32.4K 0.62% 25
2025
Q4 		$519K Buy
+11,119
New +$527K 0.58% 24

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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 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

Plus Group Wealth Advisors's JPRE Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its JPMorgan Realty Income ETF (JPRE) stake by 3% in Q2 2026, buying an estimated $18.3K and bringing the position to 12,137 shares worth $633K. The position accounts for 0.6% of the portfolio, ranked #25.

Plus Group Wealth Advisors first reported a position in JPRE in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Plus Group Wealth Advisors held 12,137 shares of JPMorgan Realty Income ETF worth $633K as of Q2 2026.
  • Plus Group Wealth Advisors bought 354 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $18.3K.
  • JPMorgan Realty Income ETF made up 0.6% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Plus Group Wealth Advisors first reported a position in JPMorgan Realty Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.