Fidelity Investments
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Fidelity Investments’s JPMorgan Realty Income ETF JPRE Stock Holding History

Fidelity Investments’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
-1
Closed -$44 – 5627
2024
Q2 		$44 Buy
+1
New +$43 ﹤0.01% 5076
2024
Q1 		– Sell
-22
Closed -$990 – 5558
2023
Q4 		$990 Buy
+22
New +$900 ﹤0.01% 4751
2023
Q1 		– Sell
-2
Closed -$82 – 5411
2022
Q4 		$82 Buy
+2
New +$87 ﹤0.01% 4900
2022
Q3 		– Sell
-1
Closed – – 5171
2022
Q2 		$0 Buy
+1
New +$50 ﹤0.01% 5232

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

Fidelity Investments's JPRE Position: Q3 2024 in Review

Fidelity Investments sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2024, closing a stake of 1 share — an estimated $44 sold.

Fidelity Investments first reported a position in JPRE in Q2 2022 and held it in 4 quarters. The position peaked at $990 in Q4 2023. 47 funds tracked by Wall St. Rank hold JPRE as of Q3 2024.

  • Fidelity Investments reported no remaining JPMorgan Realty Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 JPMorgan Realty Income ETF share in Q3 2024, an estimated $44.
  • Fidelity Investments first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 4 quarters.
  • Fidelity Investments's JPMorgan Realty Income ETF position peaked at $990 in Q4 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.