IFP Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

IFP 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
2023 Q1	–	Sell	-187	Closed	-$9K	–	3940
2022 Q4	$9K	Sell	187 -34	-15%	-$1.49K	﹤0.01%	3455
2022 Q3	$11K	Hold	221	–	–	﹤0.01%	3581
2022 Q2	$11K	Buy	+221	New	+$10.9K	﹤0.01%	3330

Other funds holding JPRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

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

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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's JPRE Position: Q1 2023 in Review

IFP Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2023, closing a stake of 187 shares — an estimated $9K sold.

IFP Advisors first reported a position in JPRE in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q3 2022. 26 funds tracked by Wall St. Rank hold JPRE as of Q1 2023.

IFP Advisors reported no remaining JPMorgan Realty Income ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 187 JPMorgan Realty Income ETF shares in Q1 2023, an estimated $9K.
IFP Advisors first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 3 quarters.
IFP Advisors's JPMorgan Realty Income ETF position peaked at $11K in Q3 2022.
26 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.