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Wellspring Financial Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Wellspring Financial 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
2023
Q2 		– Sell
-9,441
Closed -$399K – 124
2023
Q1 		$399K Buy
9,441
+23
+0.2% +$993 0.12% 73
2022
Q4 		$387K Sell
9,418
-23,224
-71% -$1.02M 0.13% 71
2022
Q3 		$1.4M Buy
+32,642
New +$1.61M 0.52% 36

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 $267M AUM 18.9% 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

Wellspring Financial Advisors's JPRE Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2023, closing a stake of 9,441 shares — an estimated $399K sold.

Wellspring Financial Advisors first reported a position in JPRE in Q3 2022 and held it in 3 quarters. The position peaked at $1.4M in Q3 2022. 25 funds tracked by Wall St. Rank hold JPRE as of Q2 2023.

  • Wellspring Financial Advisors reported no remaining JPMorgan Realty Income ETF position as of Q2 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 9,441 JPMorgan Realty Income ETF shares in Q2 2023, an estimated $399K.
  • Wellspring Financial Advisors first reported a position in JPMorgan Realty Income ETF in Q3 2022 and held it in 3 quarters.
  • Wellspring Financial Advisors's JPMorgan Realty Income ETF position peaked at $1.4M in Q3 2022.
  • 25 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.