Bill Few Associates’s JPMorgan Realty Income ETF JPRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
14,641
+930
| +7% | +$44.3K | 0.2% | 91 |
|
|
2025
Q1 | $661K | Buy |
13,711
+120
| +0.9% | +$5.78K | 0.24% | 82 |
|
|
2024
Q4 | $643K | Sell |
13,591
-283
| -2% | -$13.4K | 0.23% | 81 |
|
|
2024
Q3 | $707K | Hold |
13,874
| – | – | 0.25% | 76 |
|
|
2024
Q2 | $612K | Buy |
13,874
+130
| +0.9% | +$5.73K | 0.23% | 78 |
|
|
2024
Q1 | $603K | Buy |
13,744
+770
| +6% | +$33.8K | 0.24% | 74 |
|
|
2023
Q4 | $584K | Buy |
12,974
+6,735
| +108% | +$303K | 0.27% | 71 |
|
|
2023
Q3 | $243K | Buy |
6,239
+414
| +7% | +$16.1K | 0.13% | 119 |
|
|
2023
Q2 | $247K | Buy |
5,825
+406
| +7% | +$17.2K | 0.13% | 120 |
|
|
2023
Q1 | $229K | Sell |
5,419
-87
| -2% | -$3.68K | 0.13% | 116 |
|
|
2022
Q4 | $226K | Buy |
5,506
+541
| +11% | +$22.2K | 0.13% | 114 |
|
|
2022
Q3 | $212K | Hold |
4,965
| – | – | 0.14% | 106 |
|
|
2022
Q2 | $241K | Buy |
+4,965
| New | +$241K | 0.15% | 102 |
|