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Whipplewood Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Whipplewood Advisors’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 		$463K Sell
8,870
-1,694
-16% -$87.4K 0.31% 77
2026
Q1 		$508K Sell
10,564
-110
-1% -$5.38K 0.26% 86
2025
Q4 		$499K Buy
10,674
+2,553
+31% +$121K 0.32% 82
2025
Q3 		$389K Sell
8,121
-70
-0.9% -$3.34K 0.26% 91
2025
Q2 		$390K Buy
8,191
+4,758
+139% +$225K 0.21% 110
2025
Q1 		$396K Sell
3,433
-4,262
-55% -$204K 0.23% 99
2024
Q4 		$364K Buy
+7,695
New +$382K 0.21% 106

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
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
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

Whipplewood Advisors's JPRE Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Realty Income ETF (JPRE) stake by 16% in Q2 2026, selling an estimated $87.4K and leaving 8,870 shares worth $463K. The position accounts for 0.31% of the portfolio, ranked #77.

Whipplewood Advisors first reported a position in JPRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q1 2026. 64 funds tracked by Wall St. Rank hold JPRE as of Q2 2026.

  • Whipplewood Advisors held 8,870 shares of JPMorgan Realty Income ETF worth $463K as of Q2 2026.
  • Whipplewood Advisors sold 1,694 JPMorgan Realty Income ETF shares in Q2 2026, an estimated $87.4K.
  • JPMorgan Realty Income ETF made up 0.31% of Whipplewood Advisors's portfolio in Q2 2026, its #77 holding.
  • Whipplewood Advisors first reported a position in JPMorgan Realty Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's JPMorgan Realty Income ETF position peaked at $508K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.