Northwestern Mutual Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
3,489
+260
| +8% | +$12.4K | ﹤0.01% | 1812 |
|
|
2025
Q1 | $156K | Buy |
3,229
+979
| +44% | +$47.2K | ﹤0.01% | 1768 |
|
|
2024
Q4 | $106K | Buy |
2,250
+154
| +7% | +$7.28K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $107K | Buy |
2,096
+341
| +19% | +$17.4K | ﹤0.01% | 1868 |
|
|
2024
Q2 | $77.4K | Buy |
1,755
+779
| +80% | +$34.4K | ﹤0.01% | 1934 |
|
|
2024
Q1 | $42.8K | Hold |
976
| – | – | ﹤0.01% | 2138 |
|
|
2023
Q4 | $43.9K | Sell |
976
-1,281
| -57% | -$57.7K | ﹤0.01% | 2097 |
|
|
2023
Q3 | $87.9K | Sell |
2,257
-1,637
| -42% | -$63.8K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $165K | Hold |
3,894
| – | – | ﹤0.01% | 1540 |
|
|
2023
Q1 | $165K | Sell |
3,894
-558
| -13% | -$23.6K | ﹤0.01% | 1511 |
|
|
2022
Q4 | $183K | Buy |
+4,452
| New | +$183K | ﹤0.01% | 1448 |
|