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OmniStar Financial Group’s JPMorgan Realty Income ETF JPRE Stock Holding History

OmniStar Financial Group’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
Q4 		– Sell
-4,230
Closed -$216K – 126
2024
Q3 		$216K Sell
4,230
-5,777
-58% -$279K 0.16% 118
2024
Q2 		$441K Sell
10,007
-564
-5% -$24.1K 0.4% 92
2024
Q1 		$464K Buy
+10,571
New +$462K 0.42% 91

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

OmniStar Financial Group's JPRE Position: Q4 2024 in Review

OmniStar Financial Group sold out of JPMorgan Realty Income ETF (JPRE) in Q4 2024, closing a stake of 4,230 shares — an estimated $216K sold.

OmniStar Financial Group first reported a position in JPRE in Q1 2024 and held it in 3 quarters. The position peaked at $464K in Q1 2024. 50 funds tracked by Wall St. Rank hold JPRE as of Q4 2024.

  • OmniStar Financial Group reported no remaining JPMorgan Realty Income ETF position as of Q4 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 4,230 JPMorgan Realty Income ETF shares in Q4 2024, an estimated $216K.
  • OmniStar Financial Group first reported a position in JPMorgan Realty Income ETF in Q1 2024 and held it in 3 quarters.
  • OmniStar Financial Group's JPMorgan Realty Income ETF position peaked at $464K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2024.

Based on OmniStar Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.