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American Portfolios Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

American Portfolios 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
2022
Q3 		$14.5K Hold
339
– – ﹤0.01% 2350
2022
Q2 		$16.4K Buy
+339
New +$16.8K ﹤0.01% 2332

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

American Portfolios Advisors's JPRE Position: Q3 2022 in Review

American Portfolios Advisors held its JPMorgan Realty Income ETF (JPRE) position steady in Q3 2022 at 339 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

American Portfolios Advisors first reported a position in JPRE in Q2 2022 and has held it in 2 quarters since. The position peaked at $16.4K in Q2 2022. 25 funds tracked by Wall St. Rank hold JPRE as of Q3 2022.

  • American Portfolios Advisors held 339 shares of JPMorgan Realty Income ETF worth $14.5K as of Q3 2022.
  • American Portfolios Advisors left its JPMorgan Realty Income ETF share count unchanged in Q3 2022.
  • JPMorgan Realty Income ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2350 holding.
  • American Portfolios Advisors first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 2 quarters since.
  • American Portfolios Advisors's JPMorgan Realty Income ETF position peaked at $16.4K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.