Cetera Advisor Networks’s JPMorgan Realty Income ETF JPRE Stock Holding History

Cetera Advisor Networks’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 Q1	$1.88M	Sell	42,872 -75	-0.2%	-$3.28K	0.01%	1062
2023 Q4	$1.93M	Buy	42,947 +173	+0.4%	+$7.08K	0.01%	974
2023 Q3	$1.67M	Sell	42,774 -414	-1%	-$17.3K	0.01%	980
2023 Q2	$1.83M	Buy	43,188 +7,890	+22%	+$329K	0.01%	894
2023 Q1	$1.49M	Buy	35,298 +2,278	+7%	+$98.4K	0.01%	994
2022 Q4	$1.36M	Sell	33,020 -913	-3%	-$39.9K	0.01%	1015
2022 Q3	$1.45M	Buy	33,933 +2,048	+6%	+$101K	0.02%	719
2022 Q2	$1.54M	Buy	+31,885	New	+$1.58M	0.02%	690

Other funds holding JPRE

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

OFG

OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's JPRE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its JPMorgan Realty Income ETF (JPRE) stake by 0.17% in Q1 2024, selling an estimated $3.28K and leaving 42,872 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1062.

Cetera Advisor Networks first reported a position in JPRE in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2023. 30 funds tracked by Wall St. Rank hold JPRE as of Q1 2024.

Cetera Advisor Networks held 42,872 shares of JPMorgan Realty Income ETF worth $1.88M as of Q1 2024.
Cetera Advisor Networks sold 75 JPMorgan Realty Income ETF shares in Q1 2024, an estimated $3.28K.
JPMorgan Realty Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1062 holding.
Cetera Advisor Networks first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 8 quarters since.
Cetera Advisor Networks's JPMorgan Realty Income ETF position peaked at $1.93M in Q4 2023.
30 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.