Whipplewood Advisors LLC Acquires New Holdings in JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Whipplewood Advisors LLC acquired a new stake in JPMorgan Realty Income ETF (NYSEARCA:JPRE) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,695 shares of the company’s stock, valued at approximately $364,000. Whipplewood Advisors LLC owned about 0.10% of JPMorgan Realty Income ETF at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in JPRE. Assetmark Inc. grew its stake in JPMorgan Realty Income ETF by 65.2% in the 3rd quarter. Assetmark Inc. now owns 46,306 shares of the company’s stock valued at $2,359,000 after acquiring an additional 18,272 shares during the last quarter. Eclectic Associates Inc. ADV grew its stake in JPMorgan Realty Income ETF by 202.3% in the 4th quarter. Eclectic Associates Inc. ADV now owns 21,869 shares of the company’s stock valued at $1,034,000 after acquiring an additional 14,634 shares during the last quarter. Synergy Asset Management LLC acquired a new stake in JPMorgan Realty Income ETF in the 4th quarter valued at about $315,000. Beta Wealth Group Inc. grew its stake in JPMorgan Realty Income ETF by 7.3% in the 3rd quarter. Beta Wealth Group Inc. now owns 62,049 shares of the company’s stock valued at $3,161,000 after acquiring an additional 4,211 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC boosted its stake in shares of JPMorgan Realty Income ETF by 16.5% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 19,456 shares of the company’s stock worth $920,000 after purchasing an additional 2,757 shares during the last quarter.

JPMorgan Realty Income ETF Price Performance

JPMorgan Realty Income ETF stock opened at $48.90 on Thursday. JPMorgan Realty Income ETF has a 12-month low of $40.36 and a 12-month high of $52.03. The stock has a market capitalization of $423.96 million, a P/E ratio of 35.80 and a beta of 1.13. The firm’s 50-day moving average is $47.46 and its two-hundred day moving average is $49.14.

JPMorgan Realty Income ETF Company Profile

The JPMorgan Realty Income ETF (JPRE) is an exchange-traded fund that mostly invests in real estate equity. The fund actively invests in US equity REITs and mortgage REITs, selecting those perceived to exhibit financial strength, operating revenues, and attractive growth potential. JPRE was launched on May 20, 2022 and is managed by JPMorgan Chase.