Certified Advisory Corp’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
$432K Buy
9,070
+54
+0.6% +$2.57K 0.04% 215
2025
Q1
$435K Buy
9,016
+40
+0.4% +$1.93K 0.05% 206
2024
Q4
$424K Buy
8,976
+65
+0.7% +$3.07K 0.05% 212
2024
Q3
$454K Buy
8,911
+49
+0.6% +$2.5K 0.05% 201
2024
Q2
$391K Buy
8,862
+51
+0.6% +$2.25K 0.05% 204
2024
Q1
$386K Buy
8,811
+34
+0.4% +$1.49K 0.05% 196
2023
Q4
$395K Buy
+8,777
New +$395K 0.06% 190