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Raymond James & Associates’s JPMorgan Realty Income ETF JPRE Stock Holding History

Raymond James & Associates’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
Q3 		$1.18M Buy
+23,148
New +$1.12M ﹤0.01% 2585
2022
Q3 		– Sell
-4,582
Closed -$222K – 4049
2022
Q2 		$222K Buy
+4,582
New +$227K ﹤0.01% 3434

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Raymond James & Associates's JPRE Position: Q3 2024 in Review

Raymond James & Associates opened a new position in JPMorgan Realty Income ETF (JPRE) in Q3 2024: 23,148 shares worth $1.18M. The stake represents ﹤0.01% of the portfolio and ranks #2585 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in JPRE as recently as Q2 2022.

Raymond James & Associates first reported a position in JPRE in Q2 2022 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold JPRE as of Q3 2024.

  • Raymond James & Associates held 23,148 shares of JPMorgan Realty Income ETF worth $1.18M as of Q3 2024.
  • JPMorgan Realty Income ETF was a new Raymond James & Associates position in Q3 2024.
  • JPMorgan Realty Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2585 holding.
  • Raymond James & Associates first reported a position in JPMorgan Realty Income ETF in Q2 2022 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.