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 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 $1.56T AUM 27.86% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $333M AUM

Smartleaf Asset Management's JPRE Position: Q1 2026 in Review

Smartleaf Asset Management held its JPMorgan Realty Income ETF (JPRE) position steady in Q1 2026 at 426 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Smartleaf Asset Management first reported a position in JPRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.6K in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

Smartleaf Asset Management held 426 shares of JPMorgan Realty Income ETF worth $20.2K as of Q1 2026.
Smartleaf Asset Management left its JPMorgan Realty Income ETF share count unchanged in Q1 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1947 holding.
Smartleaf Asset Management first reported a position in JPMorgan Realty Income ETF in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's JPMorgan Realty Income ETF position peaked at $21.6K in Q3 2024.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.