Raymond James Financial
JPRE icon

Raymond James Financial’s JPMorgan Realty Income ETF JPRE Stock Holding History

Raymond James 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
Q2 		$11.5M Buy
219,739
+26,126
+13% +$1.35M ﹤0.01% 2030
2026
Q1 		$9.31M Buy
193,613
+17,840
+10% +$872K ﹤0.01% 2086
2025
Q4 		$8.21M Buy
175,773
+15,705
+10% +$744K ﹤0.01% 2124
2025
Q3 		$7.67M Buy
160,068
+33,920
+27% +$1.62M ﹤0.01% 2128
2025
Q2 		$6.01M Buy
126,148
+68,686
+120% +$3.24M ﹤0.01% 2245
2025
Q1 		$2.77M Buy
57,462
+52,589
+1,079% +$2.52M ﹤0.01% 2759
2024
Q4 		$230K Buy
+4,873
New +$242K ﹤0.01% 4321

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's JPRE Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Realty Income ETF (JPRE) stake by 13% in Q2 2026, buying an estimated $1.35M and bringing the position to 219,739 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Raymond James Financial first reported a position in JPRE in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Raymond James Financial held 219,739 shares of JPMorgan Realty Income ETF worth $11.5M as of Q2 2026.
  • Raymond James Financial bought 26,126 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $1.35M.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2030 holding.
  • Raymond James Financial first reported a position in JPMorgan Realty Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.