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Silver Oak Securities’s JPMorgan Realty Income ETF JPRE Stock Holding History

Silver Oak Securities’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 		$1.05M Buy
20,121
+1,648
+9% +$85K 0.06% 287
2026
Q1 		$888K Buy
18,473
+280
+2% +$13.7K 0.06% 287
2025
Q4 		$858K Sell
18,193
-1,051
-5% -$49.8K 0.06% 324
2025
Q3 		$922K Buy
19,244
+6,161
+47% +$294K 0.07% 282
2025
Q2 		$623K Buy
13,083
+7,834
+149% +$370K 0.05% 356
2025
Q1 		$251K Buy
+5,249
New +$251K 0.02% 548

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

Silver Oak Securities's JPRE Position: Q2 2026 in Review

Silver Oak Securities increased its JPMorgan Realty Income ETF (JPRE) stake by 8.9% in Q2 2026, buying an estimated $85K and bringing the position to 20,121 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #287.

Silver Oak Securities first reported a position in JPRE in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Silver Oak Securities held 20,121 shares of JPMorgan Realty Income ETF worth $1.05M as of Q2 2026.
  • Silver Oak Securities bought 1,648 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $85K.
  • JPMorgan Realty Income ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #287 holding.
  • Silver Oak Securities first reported a position in JPMorgan Realty Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.