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Swisher Financial Concepts’s JPMorgan Realty Income ETF JPRE Stock Holding History

Swisher Financial Concepts’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 		$398K Buy
8,288
+560
+7% +$27.4K 0.22% 61
2025
Q4 		$361K Buy
7,728
+14
+0.2% +$663 0.2% 62
2025
Q3 		$370K Sell
7,714
-4,338
-36% -$207K 0.22% 56
2025
Q2 		$574K Sell
12,052
-3,488
-22% -$165K 0.37% 48
2025
Q1 		$749K Sell
15,540
-3,344
-18% -$160K 0.62% 28
2024
Q4 		$893K Sell
18,884
-13,663
-42% -$679K 1.05% 21
2024
Q3 		$1.63M Buy
+32,547
New +$1.57M 1.03% 19

Other funds holding JPRE

JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

Swisher Financial Concepts's JPRE Position: Q1 2026 in Review

Swisher Financial Concepts increased its JPMorgan Realty Income ETF (JPRE) stake by 7.2% in Q1 2026, buying an estimated $27.4K and bringing the position to 8,288 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #61.

Swisher Financial Concepts first reported a position in JPRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

  • Swisher Financial Concepts held 8,288 shares of JPMorgan Realty Income ETF worth $398K as of Q1 2026.
  • Swisher Financial Concepts bought 560 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $27.4K.
  • JPMorgan Realty Income ETF made up 0.22% of Swisher Financial Concepts's portfolio in Q1 2026, its #61 holding.
  • Swisher Financial Concepts first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Swisher Financial Concepts's JPMorgan Realty Income ETF position peaked at $1.63M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.