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Patriot Financial Group Insurance Agency’s JPMorgan Realty Income ETF JPRE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-11
Closed -$1K – 1220
2022
Q2 		$1K Buy
+11
New +$545 ﹤0.01% 1910

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPRE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Realty Income ETF (JPRE) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in JPRE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 25 funds tracked by Wall St. Rank hold JPRE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Realty Income ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11 JPMorgan Realty Income ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's JPMorgan Realty Income ETF position peaked at $1K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.