Steward Partners Investment Advisory’s JPMorgan Realty Income ETF JPRE Stock Holding History

Steward Partners Investment Advisory’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	$678	Hold	13	–	–	﹤0.01%	4430
2026 Q1	$625	Hold	13	–	–	﹤0.01%	4247
2025 Q4	$607	Hold	13	–	–	﹤0.01%	4137
2025 Q3	$623	Hold	13	–	–	﹤0.01%	4104
2025 Q2	$619	Hold	13	–	–	﹤0.01%	3941
2025 Q1	$627	Buy	+13	New	+$623	﹤0.01%	3832

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

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

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

Steward Partners Investment Advisory's JPRE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its JPMorgan Realty Income ETF (JPRE) position steady in Q2 2026 at 13 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #4430.

Steward Partners Investment Advisory first reported a position in JPRE in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Steward Partners Investment Advisory held 13 shares of JPMorgan Realty Income ETF worth $678 as of Q2 2026.
Steward Partners Investment Advisory left its JPMorgan Realty Income ETF share count unchanged in Q2 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4430 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Realty Income ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.