Wells Fargo’s JPMorgan Realty Income ETF JPRE Stock Holding History

Wells Fargo’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 Q1	$517K	Sell	10,749 -11,204	-51%	-$547K	﹤0.01%	4148
2025 Q4	$1.03M	Buy	21,953 +20,809	+1,819%	+$986K	﹤0.01%	3951
2025 Q3	$54.8K	Buy	1,144 +1,071	+1,467%	+$51.1K	﹤0.01%	5526
2025 Q2	$3.48K	Buy	+73	New	+$3.44K	﹤0.01%	6141
2025 Q1	–	Sell	-4	Closed	-$189	–	7150
2024 Q4	$189	Buy	+4	New	+$199	﹤0.01%	6368
2023 Q3	–	Sell	-31	Closed	-$1.31K	–	7628
2023 Q2	$1.31K	Hold	31	–	–	﹤0.01%	6272
2023 Q1	$1.31K	Hold	31	–	–	﹤0.01%	6308
2022 Q4	$1.27K	Hold	31	–	–	﹤0.01%	6113
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	6371
2022 Q2	$2K	Buy	+31	New	+$1.54K	﹤0.01%	6333

Other funds holding JPRE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $251M AUM

Wells Fargo's JPRE Position: Q1 2026 in Review

Wells Fargo reduced its JPMorgan Realty Income ETF (JPRE) stake by 51% in Q1 2026, selling an estimated $547K and leaving 10,749 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

Wells Fargo first reported a position in JPRE in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 63 funds tracked by Wall St. Rank hold JPRE as of Q1 2026.

Wells Fargo held 10,749 shares of JPMorgan Realty Income ETF worth $517K as of Q1 2026.
Wells Fargo sold 11,204 JPMorgan Realty Income ETF shares in Q1 2026, an estimated $547K.
JPMorgan Realty Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4148 holding.
Wells Fargo first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 10 quarters since.
Wells Fargo's JPMorgan Realty Income ETF position peaked at $1.03M in Q4 2025.
63 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.