UBS Group’s JPMorgan Realty Income ETF JPRE Stock Holding History

UBS Group’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 Q3	$3.76K	Buy	+76	New	+$4K	﹤0.01%	9773
2025 Q1	–	Sell	-43	Closed	-$2.03K	–	10488
2024 Q4	$2.03K	Sell	43 -53	-55%	-$2.63K	﹤0.01%	9120
2024 Q3	$4.89K	Sell	96 -105	-52%	-$5.07K	﹤0.01%	8112
2024 Q2	$8.86K	Buy	201 +158	+367%	+$6.75K	﹤0.01%	7774
2024 Q1	$1.89K	Sell	43 -48	-53%	-$2.1K	﹤0.01%	8027
2023 Q4	$4.1K	Sell	91 -326	-78%	-$13.3K	﹤0.01%	7901
2023 Q3	$16.2K	Hold	417	–	–	﹤0.01%	6911
2023 Q2	$17.7K	Sell	417 -442	-51%	-$18.4K	﹤0.01%	6932
2023 Q1	$36.3K	Sell	859 -862	-50%	-$37.2K	﹤0.01%	6663
2022 Q4	$70.7K	Buy	1,721 +406	+31%	+$17.8K	﹤0.01%	6440
2022 Q3	$56K	Sell	1,315 -1,607	-55%	-$79.5K	﹤0.01%	6235
2022 Q2	$141K	Buy	+2,922	New	+$145K	﹤0.01%	5173

Other funds holding JPRE

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

UBS Group's JPRE Position: Q3 2026 in Review

UBS Group opened a new position in JPMorgan Realty Income ETF (JPRE) in Q3 2026: 76 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #9773 among its holdings. This is a return to the name: UBS Group previously reported a position in JPRE as recently as Q4 2024.

UBS Group first reported a position in JPRE in Q2 2022 and has held it in 12 quarters since. The position peaked at $141K in Q2 2022. 34 funds tracked by Wall St. Rank hold JPRE as of Q3 2026.

UBS Group held 76 shares of JPMorgan Realty Income ETF worth $3.76K as of Q3 2026.
JPMorgan Realty Income ETF was a new UBS Group position in Q3 2026.
JPMorgan Realty Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9773 holding.
UBS Group first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 12 quarters since.
UBS Group's JPMorgan Realty Income ETF position peaked at $141K in Q2 2022.
34 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.