JP Morgan Chase
NRO

JP Morgan Chase’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

JP Morgan Chase’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,655
Closed -$28.4K – 7759
2023
Q3 		$28.4K Sell
10,655
-23,208
-69% -$66.6K ﹤0.01% 5979
2023
Q2 		$98.2K Buy
+33,863
New +$94.6K ﹤0.01% 5468

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

JP Morgan Chase's NRO Position: Q4 2023 in Review

JP Morgan Chase sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2023, closing a stake of 10,655 shares — an estimated $28.4K sold.

JP Morgan Chase first reported a position in NRO in Q2 2023 and held it in 2 quarters. The position peaked at $98.2K in Q2 2023. 56 funds tracked by Wall St. Rank hold NRO as of Q4 2023.

  • JP Morgan Chase reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 10,655 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2023, an estimated $28.4K.
  • JP Morgan Chase first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2023 and held it in 2 quarters.
  • JP Morgan Chase's Neuberger Real Estate Securities Income Fund Inc position peaked at $98.2K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.