UBS Group
JPRE icon

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
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 		$4.09K 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

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

UBS Group's JPRE Position: Q1 2025 in Review

UBS Group sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2025, closing a stake of 43 shares — an estimated $2.03K sold.

UBS Group first reported a position in JPRE in Q2 2022 and held it in 11 quarters. The position peaked at $141K in Q2 2022. 50 funds tracked by Wall St. Rank hold JPRE as of Q1 2025.

  • UBS Group reported no remaining JPMorgan Realty Income ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 43 JPMorgan Realty Income ETF shares in Q1 2025, an estimated $2.03K.
  • UBS Group first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 11 quarters.
  • UBS Group's JPMorgan Realty Income ETF position peaked at $141K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.