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Private Advisor Group’s JPMorgan Realty Income ETF JPRE Stock Holding History

Private Advisor 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
2023
Q2 		– Sell
-6,244
Closed -$264K – 2057
2023
Q1 		$264K Buy
+6,244
New +$270K ﹤0.01% 1644

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Private Advisor Group's JPRE Position: Q2 2023 in Review

Private Advisor Group sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2023, closing a stake of 6,244 shares — an estimated $264K sold.

Private Advisor Group first reported a position in JPRE in Q1 2023 and held it in 1 quarter. The position peaked at $264K in Q1 2023. 25 funds tracked by Wall St. Rank hold JPRE as of Q2 2023.

  • Private Advisor Group reported no remaining JPMorgan Realty Income ETF position as of Q2 2023 after selling out during the quarter.
  • Private Advisor Group sold 6,244 JPMorgan Realty Income ETF shares in Q2 2023, an estimated $264K.
  • Private Advisor Group first reported a position in JPMorgan Realty Income ETF in Q1 2023 and held it in 1 quarter.
  • Private Advisor Group's JPMorgan Realty Income ETF position peaked at $264K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2023.

Based on Private Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.