JMPWA
USRT icon

JP Morgan Private Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$416K Sell
8,822
-374
-4% -$19.1K ﹤0.01% 1323
2023
Q2 		$473K Sell
9,196
-17,400
-65% -$871K ﹤0.01% 1058
2023
Q1 		$1.34M Buy
26,596
+3,668
+16% +$190K ﹤0.01% 1035
2022
Q4 		$1.13M Buy
+22,928
New +$1.14M ﹤0.01% 1090

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 4.1% in Q3 2023, selling an estimated $19.1K and leaving 8,822 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

JP Morgan Private Wealth Advisors first reported a position in USRT in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,822 shares of iShares Core US REIT ETF worth $416K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 374 iShares Core US REIT ETF shares in Q3 2023, an estimated $19.1K.
  • iShares Core US REIT ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1323 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core US REIT ETF position peaked at $1.34M in Q1 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

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