JP Morgan Chase
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JP Morgan Chase’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

JP Morgan Chase’s Portfolio RLTY Stock Details RLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,732
Closed -$74.8K – 7823
2023
Q3 		$74.8K Buy
+5,732
New +$79.4K ﹤0.01% 5646
2023
Q1 		– Sell
-2,164
Closed -$29K – 7150
2022
Q4 		$29K Sell
2,164
-3,160
-59% -$42.9K ﹤0.01% 5768
2022
Q3 		$84K Buy
+5,324
New +$85.7K ﹤0.01% 5368

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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

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

JP Morgan Chase sold out of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) in Q4 2023, closing a stake of 5,732 shares — an estimated $74.8K sold.

JP Morgan Chase first reported a position in RLTY in Q3 2022 and held it in 3 quarters. The position peaked at $84K in Q3 2022. 35 funds tracked by Wall St. Rank hold RLTY as of Q4 2023.

  • JP Morgan Chase reported no remaining Cohen & Steers Real Estate Opportunities and Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 5,732 Cohen & Steers Real Estate Opportunities and Income Fund shares in Q4 2023, an estimated $74.8K.
  • JP Morgan Chase first reported a position in Cohen & Steers Real Estate Opportunities and Income Fund in Q3 2022 and held it in 3 quarters.
  • JP Morgan Chase's Cohen & Steers Real Estate Opportunities and Income Fund position peaked at $84K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Opportunities and Income Fund as of Q4 2023.

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