Redhawk Wealth Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Redhawk Wealth Advisors’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 Q1	–	Sell	-32,485	Closed	-$1.46M	–	320
2023 Q4	$1.46M	Buy	+32,485	New	+$1.33M	0.29%	81

Other funds holding JPRE

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return

Redhawk Wealth Advisors's JPRE Position: Q1 2024 in Review

Redhawk Wealth Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2024, closing a stake of 32,485 shares — an estimated $1.46M sold.

Redhawk Wealth Advisors first reported a position in JPRE in Q4 2023 and held it in 1 quarter. The position peaked at $1.46M in Q4 2023. 30 funds tracked by Wall St. Rank hold JPRE as of Q1 2024.

Redhawk Wealth Advisors reported no remaining JPMorgan Realty Income ETF position as of Q1 2024 after selling out during the quarter.
Redhawk Wealth Advisors sold 32,485 JPMorgan Realty Income ETF shares in Q1 2024, an estimated $1.46M.
Redhawk Wealth Advisors first reported a position in JPMorgan Realty Income ETF in Q4 2023 and held it in 1 quarter.
Redhawk Wealth Advisors's JPMorgan Realty Income ETF position peaked at $1.46M in Q4 2023.
30 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.