JP Morgan Chase
SRET icon

JP Morgan Chase’s Global X SuperDividend REIT ETF SRET Stock Holding History

JP Morgan Chase’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40
Closed -$818 – 7726
2024
Q1 		$818 Hold
40
– – ﹤0.01% 6665
2023
Q4 		$885 Hold
40
– – ﹤0.01% 6850
2023
Q3 		$804 Buy
+40
New +$862 ﹤0.01% 6669
2019
Q4 		– Sell
-2,558
Closed -$115K – 5875
2019
Q3 		$115K Sell
2,558
-9
-0.4% -$398 ﹤0.01% 4848
2019
Q2 		$113K Hold
2,567
– – ﹤0.01% 4881
2019
Q1 		$116K Buy
2,567
+67
+3% +$2.96K ﹤0.01% 4837
2018
Q4 		$102K Buy
+2,500
New +$109K ﹤0.01% 4845

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

JP Morgan Chase's SRET Position: Q2 2024 in Review

JP Morgan Chase sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2024, closing a stake of 40 shares — an estimated $818 sold.

JP Morgan Chase first reported a position in SRET in Q4 2018 and held it in 7 quarters. The position peaked at $116K in Q1 2019. 29 funds tracked by Wall St. Rank hold SRET as of Q2 2024.

  • JP Morgan Chase reported no remaining Global X SuperDividend REIT ETF position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 40 Global X SuperDividend REIT ETF shares in Q2 2024, an estimated $818.
  • JP Morgan Chase first reported a position in Global X SuperDividend REIT ETF in Q4 2018 and held it in 7 quarters.
  • JP Morgan Chase's Global X SuperDividend REIT ETF position peaked at $116K in Q1 2019.
  • 29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.