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JPRE

JPMorgan Realty Income ETF
1W: +1.3% 1M: +3.3% 3M: +3.5% YTD: +11.9% 1Y: +11.5% 3Y: +38.0%
$52.43
+0.08 (+0.15%)
 
Weekly Expected Move ±2.0%
$49 $50 $51 $52 $53
ETF AMEX · AUM $485.9M
Key Statistics
AUM$486M
Holdings37
Top 10 Wt63.0%
Volume11,282
Avg Volume27,422
Beta0.91
Portfolio Fundamentals
P/E45.0
P/B3.9
Div Yield3.32%
ROE8.9%
% Profitable79%
Inception2022-05-23
Sector Allocation
Real Estate 97.8%
Other 1.6%
Basic Materials 0.6%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 WELLTOWER INC WELL 12.01% $58.3M 266,527
2 PROLOGIS INC REIT USD PLD 9.66% $46.9M 323,848
3 EQUINIX INC REIT USD EQIX 8.20% $39.8M 37,372
4 AMERICAN TOWER CORP REIT AMT 7.31% $35.5M 192,857
5 VENTAS INC REIT USD 0.25 VTR 6.26% $30.4M 343,063
6 DIGITAL REALTY TRUST INC DLR 5.82% $28.3M 148,218
7 SIMON PROPERTY GROUP INC SPG 3.73% $18.1M 88,779
8 REGENCY CENTERS CORP REG 3.62% $17.6M 226,029
9 CROWN CASTLE CCI 3.55% $17.2M 185,836
10 PUBLIC STORAGE REIT USD PSA 2.87% $13.9M 46,005

Recent Holding Changes

Date Holding Change Details
2026-05-22 CBRE Changed 45796 → 49460
2026-05-22 REXR Removed
2026-05-22 PSA Changed 33093 → 46005
2026-05-22 EQIX Changed 36446 → 37372
2026-05-22 CUBE Changed 228088 → 166385

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms