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Synergy Asset Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-6,652
Closed -$315K – 487
2024
Q4 		$315K Buy
+6,652
New +$331K 0.02% 171

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Synergy Asset Management's JPRE Position: Q1 2025 in Review

Synergy Asset Management sold out of JPMorgan Realty Income ETF (JPRE) in Q1 2025, closing a stake of 6,652 shares — an estimated $315K sold.

Synergy Asset Management first reported a position in JPRE in Q4 2024 and held it in 1 quarter. The position peaked at $315K in Q4 2024. 50 funds tracked by Wall St. Rank hold JPRE as of Q1 2025.

  • Synergy Asset Management reported no remaining JPMorgan Realty Income ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 6,652 JPMorgan Realty Income ETF shares in Q1 2025, an estimated $315K.
  • Synergy Asset Management first reported a position in JPMorgan Realty Income ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's JPMorgan Realty Income ETF position peaked at $315K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.