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Brown Financial Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Brown Financial 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
2024
Q3 		– Sell
-198
Closed -$8.73K – 171
2024
Q2 		$8.73K Buy
+198
New +$8.46K ﹤0.01% 179

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Brown Financial Advisors's JPRE Position: Q3 2024 in Review

Brown Financial Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2024, closing a stake of 198 shares — an estimated $8.73K sold.

Brown Financial Advisors first reported a position in JPRE in Q2 2024 and held it in 1 quarter. The position peaked at $8.73K in Q2 2024. 47 funds tracked by Wall St. Rank hold JPRE as of Q3 2024.

  • Brown Financial Advisors reported no remaining JPMorgan Realty Income ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 198 JPMorgan Realty Income ETF shares in Q3 2024, an estimated $8.73K.
  • Brown Financial Advisors first reported a position in JPMorgan Realty Income ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's JPMorgan Realty Income ETF position peaked at $8.73K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.