JP Morgan Chase
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JP Morgan Chase’s Nuveen Real Estate Income Fund JRS Stock Holding History

JP Morgan Chase’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24
Closed -$223 – 7570
2024
Q3 		$223 Buy
+24
New +$204 ﹤0.01% 6897
2024
Q1 		– Sell
-956
Closed -$7.48K – 7652
2023
Q4 		$7.48K Sell
956
-5,475
-85% -$37.7K ﹤0.01% 6483
2023
Q3 		$43.1K Buy
6,431
+4,776
+289% +$34.8K ﹤0.01% 5851
2023
Q2 		$12.3K Buy
+1,655
New +$12.1K ﹤0.01% 6018
2023
Q1 		– Sell
-942
Closed -$7K – 6972
2022
Q4 		$7K Buy
+942
New +$7.38K ﹤0.01% 6099

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

JP Morgan Chase's JRS Position: Q4 2024 in Review

JP Morgan Chase sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2024, closing a stake of 24 shares — an estimated $223 sold.

JP Morgan Chase first reported a position in JRS in Q4 2022 and held it in 5 quarters. The position peaked at $43.1K in Q3 2023. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2024.

  • JP Morgan Chase reported no remaining Nuveen Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 24 Nuveen Real Estate Income Fund shares in Q4 2024, an estimated $223.
  • JP Morgan Chase first reported a position in Nuveen Real Estate Income Fund in Q4 2022 and held it in 5 quarters.
  • JP Morgan Chase's Nuveen Real Estate Income Fund position peaked at $43.1K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.