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 Q2	$335K	Sell	6,429 -1,859	-22%	-$95.9K	0.21%	45
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 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

Swisher Financial Concepts's JPRE Position: Q2 2026 in Review

Swisher Financial Concepts reduced its JPMorgan Realty Income ETF (JPRE) stake by 22% in Q2 2026, selling an estimated $95.9K and leaving 6,429 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #45.

Swisher Financial Concepts first reported a position in JPRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q3 2024. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Swisher Financial Concepts held 6,429 shares of JPMorgan Realty Income ETF worth $335K as of Q2 2026.
Swisher Financial Concepts sold 1,859 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $95.9K.
JPMorgan Realty Income ETF made up 0.21% of Swisher Financial Concepts's portfolio in Q2 2026, its #45 holding.
Swisher Financial Concepts first reported a position in JPMorgan Realty Income ETF in Q3 2024 and has held it in 8 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 Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.