Center for Financial Planning’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 | $46.7K | Hold |
981
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $47.3K | Hold |
981
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $46.4K | Hold |
981
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $50K | Hold |
981
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $43.3K | Hold |
981
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $43K | Hold |
981
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $44.2K | Hold |
981
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $38.2K | Hold |
981
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $41.6K | Hold |
981
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $41.5K | Hold |
981
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $40.3K | Hold |
981
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $42K | Hold |
981
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $48K | Buy |
+981
| New | +$48K | 0.01% | 222 |
|