Financial Engines Advisors
JPRE icon

Financial Engines Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Financial Engines Advisors’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 		– Sell
-7,363
Closed -$331K – 345
2023
Q4 		$331K Sell
7,363
-517
-7% -$21.1K ﹤0.01% 262
2023
Q3 		$307K Sell
7,880
-8,899
-53% -$373K ﹤0.01% 240
2023
Q2 		$711K Sell
16,779
-6,275
-27% -$262K ﹤0.01% 187
2023
Q1 		$974K Buy
+23,054
New +$996K ﹤0.01% 180

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
OFG
OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return

Financial Engines Advisors's JPRE Position: Q1 2024 in Review

Financial Engines Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2024, closing a stake of 7,363 shares — an estimated $331K sold.

Financial Engines Advisors first reported a position in JPRE in Q1 2023 and held it in 4 quarters. The position peaked at $974K in Q1 2023. 30 funds tracked by Wall St. Rank hold JPRE as of Q1 2024.

  • Financial Engines Advisors reported no remaining JPMorgan Realty Income ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 7,363 JPMorgan Realty Income ETF shares in Q1 2024, an estimated $331K.
  • Financial Engines Advisors first reported a position in JPMorgan Realty Income ETF in Q1 2023 and held it in 4 quarters.
  • Financial Engines Advisors's JPMorgan Realty Income ETF position peaked at $974K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.