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Spire Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Spire Wealth 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 		$31.3K Hold
600
– – ﹤0.01% 1302
2026
Q1 		$28.8K Hold
600
– – ﹤0.01% 1321
2025
Q4 		$28K Hold
600
– – ﹤0.01% 1355
2025
Q3 		$28.8K Buy
+600
New +$28.6K ﹤0.01% 1405

Other funds holding JPRE

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Spire Wealth Management's JPRE Position: Q2 2026 in Review

Spire Wealth Management held its JPMorgan Realty Income ETF (JPRE) position steady in Q2 2026 at 600 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Spire Wealth Management first reported a position in JPRE in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Spire Wealth Management held 600 shares of JPMorgan Realty Income ETF worth $31.3K as of Q2 2026.
  • Spire Wealth Management left its JPMorgan Realty Income ETF share count unchanged in Q2 2026.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1302 holding.
  • Spire Wealth Management first reported a position in JPMorgan Realty Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.