SFC
Swisher Financial Concepts’s JPMorgan Realty Income ETF JPRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
12,052
-3,488
| -22% | -$166K | 0.37% | 48 |
|
|
2025
Q1 | $749K | Sell |
15,540
-3,344
| -18% | -$161K | 0.62% | 28 |
|
|
2024
Q4 | $893K | Sell |
18,884
-13,663
| -42% | -$646K | 1.05% | 21 |
|
|
2024
Q3 | $1.63M | Buy |
+32,547
| New | +$1.63M | 1.03% | 19 |
|