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Kelly Financial Services’s JPMorgan Realty Income ETF JPRE Stock Holding History

Kelly Financial Services’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$2.19K – 451
2024
Q2 		$2.19K Buy
50
+1
+2% +$43 ﹤0.01% 581
2024
Q1 		$2.17K Hold
49
– – ﹤0.01% 588
2023
Q4 		$2.22K Hold
49
– – ﹤0.01% 568
2023
Q3 		$1.9K Buy
49
+1
+2% +$42 ﹤0.01% 552
2023
Q2 		$2.05K Hold
48
– – ﹤0.01% 546
2023
Q1 		$2.02K Hold
48
– – ﹤0.01% 527
2022
Q4 		$1.95K Buy
48
+5
+12% +$219 ﹤0.01% 510
2022
Q3 		$1.86K Hold
43
– – ﹤0.01% 515
2022
Q2 		$2.09K Buy
+43
New +$2.13K ﹤0.01% 495

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kelly Financial Services's JPRE Position: Q3 2024 in Review

Kelly Financial Services sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2024, closing a stake of 50 shares — an estimated $2.19K sold.

Kelly Financial Services first reported a position in JPRE in Q2 2022 and held it in 9 quarters. The position peaked at $2.22K in Q4 2023. 47 funds tracked by Wall St. Rank hold JPRE as of Q3 2024.

  • Kelly Financial Services reported no remaining JPMorgan Realty Income ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 50 JPMorgan Realty Income ETF shares in Q3 2024, an estimated $2.19K.
  • Kelly Financial Services first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's JPMorgan Realty Income ETF position peaked at $2.22K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.