Smartleaf Asset Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Smartleaf Asset Management’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	$22.7K	Hold	426	–	–	﹤0.01%	1937
2026 Q1	$20.2K	Hold	426	–	–	﹤0.01%	1947
2025 Q4	$20.1K	Hold	426	–	–	﹤0.01%	2031
2025 Q3	$20.3K	Hold	426	–	–	﹤0.01%	1809
2025 Q2	$20.2K	Buy	+426	New	+$20.1K	﹤0.01%	1549
2025 Q1	–	Sell	-426	Closed	-$20K	–	2938
2024 Q4	$20K	Hold	426	–	–	﹤0.01%	1638
2024 Q3	$21.6K	Hold	426	–	–	﹤0.01%	1300
2024 Q2	$18.7K	Sell	426 -1	-0.2%	-$43	﹤0.01%	1064
2024 Q1	$18.6K	Buy	427 +2	+0.5%	+$87	﹤0.01%	871
2023 Q4	$19.4K	Buy	+425	New	+$17.4K	0.01%	674

Other funds holding JPRE

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Smartleaf Asset Management's JPRE Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Realty Income ETF (JPRE) position steady in Q2 2026 at 426 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Smartleaf Asset Management first reported a position in JPRE in Q4 2023 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Smartleaf Asset Management held 426 shares of JPMorgan Realty Income ETF worth $22.7K as of Q2 2026.
Smartleaf Asset Management left its JPMorgan Realty Income ETF share count unchanged in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1937 holding.
Smartleaf Asset Management first reported a position in JPMorgan Realty Income ETF in Q4 2023 and has held it in 10 quarters since.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.