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Buck Wealth Strategies’s JPMorgan Realty Income ETF JPRE Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-316
Closed -$12.3K – 221
2023
Q3 		$12.3K Buy
+316
New +$13.2K ﹤0.01% 190

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Buck Wealth Strategies's JPRE Position: Q4 2023 in Review

Buck Wealth Strategies sold out of JPMorgan Realty Income ETF (JPRE) in Q4 2023, closing a stake of 316 shares — an estimated $12.3K sold.

Buck Wealth Strategies first reported a position in JPRE in Q3 2023 and held it in 1 quarter. The position peaked at $12.3K in Q3 2023. 29 funds tracked by Wall St. Rank hold JPRE as of Q4 2023.

  • Buck Wealth Strategies reported no remaining JPMorgan Realty Income ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 316 JPMorgan Realty Income ETF shares in Q4 2023, an estimated $12.3K.
  • Buck Wealth Strategies first reported a position in JPMorgan Realty Income ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's JPMorgan Realty Income ETF position peaked at $12.3K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.