JPMorgan Realty Income ETFJPRE
JPRE
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
8% more capital invested
Capital invested by funds: $315M [Q4 2024] → $340M (+$24.7M) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 49 [Q4 2024] → 48 (-1) [Q1 2025]
3.8% less ownership
Funds ownership: 86.02% [Q4 2024] → 82.22% (-3.8%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for JPRE.
Financial journalist opinion
Positive
Seeking Alpha
3 days ago
JPRE: Upside Depends On Capital Gains Realization
The JPMorgan Realty Income ETF invests in U.S. REITs, exhibiting a high concentration in its top ten holdings. Wall Street analysts project ~10.32% price appreciation for JPRE's largest holdings over the next twelve months. Coupled with a 2.31% dividend yield, this results in a total return potential close to 12.5% by August 2026.
Negative
Seeking Alpha
3 months ago
The State Of REITs: April 2025 Edition
REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%) had a particularly bad month. Only 29.49% of REIT securities had a positive total return in March.
Positive
Seeking Alpha
4 months ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.
Positive
The Motley Fool
4 months ago
These 3 Simple Real Estate ETFs Could Turn $500 a Month Into $1 Million
Real estate has been one of the worst-performing stock market sectors in recent years, mainly thanks to interest rate headwinds. While this hasn't exactly been a great catalyst for real estate investment trust (REIT) returns lately, it has created opportunities for long-term investors to add top-quality real estate exchange-traded funds (ETFs) at relatively cheap valuations.
Negative
Seeking Alpha
5 months ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
Neutral
Seeking Alpha
6 months ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
Positive
Seeking Alpha
7 months ago
The State Of REITs: December 2024 Edition
The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%), and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%) finished the month in the red. 74.19% of REIT securities had a positive total return in November.
Positive
Seeking Alpha
7 months ago
JPRE: Current Allocation Suggests Defensive 2025 Positioning
The JPMorgan Realty Income ETF is an actively managed ETF, with the current portfolio concentrated in large- and mid-cap U.S. REITs. The main allocation is to Diversified REITs, followed by Health Care and Apartments REITs. The ETF's exposure to its top ten holdings is almost 56%. 12-month weighted average upside potential for these positions stands at around 10%.
Negative
Seeking Alpha
8 months ago
The State Of REITs: November 2024 Edition
The REIT sector snapped a 5-month winning streak with a -3.42% average total return in October. Micro cap (-2.04%) and mid-cap (-2.30%) REITs averaged modest declines in October, while large caps (-3.89%) and small caps (-4.62%) were deeper in the red. 72.90% of REIT securities had a negative total return in October.
Positive
Seeking Alpha
9 months ago
The State Of REITs: October 2024 Edition
REITs achieved their 5th straight month in the black with a +3.09% average total return in September and +9.61% year to date. Mid-cap (+5.01%), large cap (+3.41%) and small cap REITs (+2.59%) averaged solid gains in September. Micro caps (-0.42%) again averaged a negative total return. 72.3% of REIT securities had a positive total return in September.
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