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JPRE
+0.10 · +0.20%
$47.81 · NYSE ARCA

JPMorgan Realty Income ETF (JPRE) ETF Analysis | Real Estate

JPMorgan · USA
AUM:$500.3M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is JPRE?

The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JPRE returned 7.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 60.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$500.3M
Expense Ratio0.50%
Dividend Yield2.56%
Holdings35
Inception DateDec 1997
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.97
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.1%
1Y
+11.8%
3Y
+34.0%
5Y
+25.8%
OpenBook InsightIf you had invested £10,000 in JPRE 5 years ago, it would have grown to £12,583 — a gain of £2,583.

Annual Returns

Calendar year performance

JPRE delivered positive returns in 4 of the last 5 calendar years.
YearJPRE
2026 YTD+12.9%
2025+2.4%
2024+6.5%
2023+13.3%
2022-10.0%
CAGR 4yr+2.7%
4/5 positive yearsAvg return: +5.0%Worst year: -10.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
13.0%
Low
Momentum
-2.1%
30-day change
Support Level
52.03
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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