Wealthcare Advisory Partners’s JPMorgan Realty Income ETF JPRE Stock Holding History

Wealthcare Advisory Partners’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	$723K	Buy	13,847 +387	+3%	+$20K	0.01%	599
2026 Q1	$647K	Buy	13,460 +83	+0.6%	+$4.05K	0.01%	626
2025 Q4	$625K	Sell	13,377 -1,091	-8%	-$51.7K	0.01%	627
2025 Q3	$693K	Sell	14,468 -243	-2%	-$11.6K	0.01%	589
2025 Q2	$701K	Sell	14,711 -4,826	-25%	-$228K	0.02%	558
2025 Q1	$942K	Buy	19,537 +81	+0.4%	+$3.88K	0.03%	453
2024 Q4	$920K	Buy	19,456 +2,757	+17%	+$137K	0.03%	439
2024 Q3	$851K	Buy	16,699 +938	+6%	+$45.3K	0.02%	458
2024 Q2	$695K	Buy	+15,761	New	+$673K	0.02%	470

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

Wealthcare Advisory Partners's JPRE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Realty Income ETF (JPRE) stake by 2.9% in Q2 2026, buying an estimated $20K and bringing the position to 13,847 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #599.

Wealthcare Advisory Partners first reported a position in JPRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $942K in Q1 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

Wealthcare Advisory Partners held 13,847 shares of JPMorgan Realty Income ETF worth $723K as of Q2 2026.
Wealthcare Advisory Partners bought 387 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $20K.
JPMorgan Realty Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #599 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Realty Income ETF in Q2 2024 and has held it in 9 quarters since.
Wealthcare Advisory Partners's JPMorgan Realty Income ETF position peaked at $942K in Q1 2025.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.