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Whipplewood Advisors’s JPMorgan Realty Income ETF JPRE Stock Holding History

Whipplewood Advisors’s Portfolio JPRE Stock Details JPRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$390K Buy
8,191
+4,758
+139% +$227K 0.21% 110
2025
Q1 		$396K Sell
3,433
-4,262
-55% -$491K 0.23% 99
2024
Q4 		$364K Buy
+7,695
New +$364K 0.21% 106