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JP Morgan Private Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$646K Sell
9,791
-4,114
-30% -$294K ﹤0.01% 1141
2023
Q2 		$1.02M Sell
13,905
-36,259
-72% -$2.59M 0.01% 756
2023
Q1 		$3.54M Buy
50,164
+27,753
+124% +$2M 0.01% 686
2022
Q4 		$1.53M Sell
22,411
-85,231
-79% -$5.97M ﹤0.01% 943
2022
Q3 		$7.73M Buy
107,642
+70,805
+192% +$5.79M 0.02% 449
2022
Q2 		$2.95M Sell
36,837
-23,566
-39% -$2.05M 0.01% 720
2022
Q1 		$5.79M Buy
60,403
+11,498
+24% +$1.07M 0.01% 575
2021
Q4 		$4.8M Buy
48,905
+13,273
+37% +$1.22M 0.01% 620
2021
Q3 		$3.05M Buy
35,632
+14,404
+68% +$1.28M 0.01% 732
2021
Q2 		$1.77M Buy
21,228
+9,997
+89% +$801K ﹤0.01% 928
2021
Q1 		$831K Sell
11,231
-468
-4% -$33.1K ﹤0.01% 1125
2020
Q4 		$794K Buy
11,699
+3,438
+42% +$225K ﹤0.01% 1094
2020
Q3 		$504K Buy
8,261
+202
+3% +$12.4K ﹤0.01% 1149
2020
Q2 		$484K Buy
8,059
+2,260
+39% +$133K ﹤0.01% 1119
2020
Q1 		$320K Buy
5,799
+538
+10% +$38.7K ﹤0.01% 1106
2019
Q4 		$396K Buy
5,261
+2,260
+75% +$175K ﹤0.01% 1130
2019
Q3 		$238K Buy
+3,001
New +$231K ﹤0.01% 1277

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 30% in Q3 2023, selling an estimated $294K and leaving 9,791 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

JP Morgan Private Wealth Advisors first reported a position in REZ in Q3 2019 and has held it in 17 quarters since. The position peaked at $7.73M in Q3 2022. 137 funds tracked by Wall St. Rank hold REZ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,791 shares of iShares Residential and Multisector Real Estate ETF worth $646K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,114 iShares Residential and Multisector Real Estate ETF shares in Q3 2023, an estimated $294K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1141 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $7.73M in Q3 2022.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2023.

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