AAS
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Avantax Advisory Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Avantax Advisory Services’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
21,501
+7,768
+57% +$370K 0.01% 1159
2025
Q1 		$662K Buy
+13,733
New +$662K ﹤0.01% 1335