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Vision Retirement’s JPMorgan Realty Income ETF JPRE Stock Holding History

Vision Retirement’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 		$3.46K Sell
66
-20
-23% -$1.03K ﹤0.01% 538
2026
Q1 		$4.15K Hold
86
– – ﹤0.01% 507
2025
Q4 		$4.03K Buy
+86
New +$4.07K ﹤0.01% 506

Other funds holding JPRE

JP Morgan Chase
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
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
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vision Retirement's JPRE Position: Q2 2026 in Review

Vision Retirement reduced its JPMorgan Realty Income ETF (JPRE) stake by 23% in Q2 2026, selling an estimated $1.03K and leaving 66 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Vision Retirement first reported a position in JPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.15K in Q1 2026. 62 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Vision Retirement held 66 shares of JPMorgan Realty Income ETF worth $3.46K as of Q2 2026.
  • Vision Retirement sold 20 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $1.03K.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #538 holding.
  • Vision Retirement first reported a position in JPMorgan Realty Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's JPMorgan Realty Income ETF position peaked at $4.15K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.