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JP Morgan Private Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.42M Buy
37,736
+1,530
+4% +$62.1K ﹤0.01% 863
2023
Q2 		$1.48M Buy
36,206
+11
+0% +$451 0.01% 655
2023
Q1 		$1.5M Buy
+36,195
New +$1.54M ﹤0.01% 992

Other funds holding AVRE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AVRE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 4.2% in Q3 2023, buying an estimated $62.1K and bringing the position to 37,736 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #863.

JP Morgan Private Wealth Advisors first reported a position in AVRE in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2023. 76 funds tracked by Wall St. Rank hold AVRE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 37,736 shares of Avantis Real Estate ETF worth $1.42M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,530 Avantis Real Estate ETF shares in Q3 2023, an estimated $62.1K.
  • Avantis Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #863 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Avantis Real Estate ETF position peaked at $1.5M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.