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IAG Wealth Partners’s JPMorgan Realty Income ETF JPRE Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-311
Closed -$15.8K – 524
2024
Q3 		$15.8K Buy
+311
New +$15K ﹤0.01% 290

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
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
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

IAG Wealth Partners's JPRE Position: Q4 2024 in Review

IAG Wealth Partners sold out of JPMorgan Realty Income ETF (JPRE) in Q4 2024, closing a stake of 311 shares — an estimated $15.8K sold.

IAG Wealth Partners first reported a position in JPRE in Q3 2024 and held it in 1 quarter. The position peaked at $15.8K in Q3 2024. 50 funds tracked by Wall St. Rank hold JPRE as of Q4 2024.

  • IAG Wealth Partners reported no remaining JPMorgan Realty Income ETF position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 311 JPMorgan Realty Income ETF shares in Q4 2024, an estimated $15.8K.
  • IAG Wealth Partners first reported a position in JPMorgan Realty Income ETF in Q3 2024 and held it in 1 quarter.
  • IAG Wealth Partners's JPMorgan Realty Income ETF position peaked at $15.8K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.