My Personal CFO LLC’s JPMorgan Realty Income ETF JPRE Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-435	Closed	-$17.9K	–	462
2022 Q4	$17.9K	Buy	+435	New	+$19K	0.02%	215

Other funds holding JPRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

My Personal CFO LLC's JPRE Position: Q1 2023 in Review

My Personal CFO LLC sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2023, closing a stake of 435 shares — an estimated $17.9K sold.

My Personal CFO LLC first reported a position in JPRE in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 26 funds tracked by Wall St. Rank hold JPRE as of Q1 2023.

My Personal CFO LLC reported no remaining JPMorgan Realty Income ETF position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 435 JPMorgan Realty Income ETF shares in Q1 2023, an estimated $17.9K.
My Personal CFO LLC first reported a position in JPMorgan Realty Income ETF in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's JPMorgan Realty Income ETF position peaked at $17.9K in Q4 2022.
26 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.