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JP Morgan Private Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$238K Sell
10,479
-3,307
-24% -$81.8K ﹤0.01% 1573
2023
Q2 		$346K Sell
13,786
-38,109
-73% -$935K ﹤0.01% 1182
2023
Q1 		$1.29M Sell
51,895
-3,029
-6% -$78.2K ﹤0.01% 1047
2022
Q4 		$1.36M Buy
54,924
+379
+0.7% +$9.38K ﹤0.01% 1003
2022
Q3 		$1.3M Sell
54,545
-617
-1% -$17.2K ﹤0.01% 1016
2022
Q2 		$1.5M Buy
55,162
+6,036
+12% +$180K ﹤0.01% 947
2022
Q1 		$1.59M Buy
49,126
+476
+1% +$15.1K ﹤0.01% 991
2021
Q4 		$1.69M Buy
48,650
+57
+0.1% +$1.86K ﹤0.01% 979
2021
Q3 		$1.48M Buy
48,593
+6,270
+15% +$198K ﹤0.01% 1031
2021
Q2 		$1.29M Buy
42,323
+267
+0.6% +$7.92K ﹤0.01% 1079
2021
Q1 		$1.16M Sell
42,056
-104
-0.2% -$2.73K ﹤0.01% 975
2020
Q4 		$1.07M Sell
42,160
-1,939
-4% -$47.8K ﹤0.01% 984
2020
Q3 		$1.04M Buy
44,099
+604
+1% +$14.4K ﹤0.01% 877
2020
Q2 		$1.02M Sell
43,495
-5,502
-11% -$124K ﹤0.01% 807
2020
Q1 		$1.02M Buy
+48,997
New +$1.29M 0.01% 712

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 24% in Q3 2023, selling an estimated $81.8K and leaving 10,479 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

JP Morgan Private Wealth Advisors first reported a position in FREL in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.69M in Q4 2021. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,479 shares of Fidelity MSCI Real Estate Index ETF worth $238K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,307 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $81.8K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1573 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.69M in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

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