Beta Wealth Group Inc. Has $3.01 Million Position in JPMorgan Realty Income ETF (NYSEARCA:JPRE)

Beta Wealth Group Inc. lifted its holdings in shares of JPMorgan Realty Income ETF (NYSEARCA:JPRE) by 2.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 63,750 shares of the company’s stock after acquiring an additional 1,701 shares during the period. JPMorgan Realty Income ETF makes up about 1.3% of Beta Wealth Group Inc.’s investment portfolio, making the stock its 24th biggest position. Beta Wealth Group Inc. owned 0.82% of JPMorgan Realty Income ETF worth $3,014,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Synergy Asset Management LLC bought a new position in JPMorgan Realty Income ETF during the fourth quarter worth about $315,000. Geneos Wealth Management Inc. bought a new position in shares of JPMorgan Realty Income ETF during the 4th quarter worth approximately $41,000. Eclectic Associates Inc. ADV boosted 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 buying an additional 14,634 shares in the last quarter. Wealthcare Advisory Partners LLC grew its position in JPMorgan Realty Income ETF by 16.5% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 19,456 shares of the company’s stock valued at $920,000 after acquiring an additional 2,757 shares during the period. Finally, MML Investors Services LLC raised its stake in JPMorgan Realty Income ETF by 17.4% during the third quarter. MML Investors Services LLC now owns 5,369 shares of the company’s stock worth $273,000 after acquiring an additional 795 shares in the last quarter.

JPMorgan Realty Income ETF Stock Performance

Shares of NYSEARCA JPRE opened at $48.24 on Tuesday. JPMorgan Realty Income ETF has a 52-week low of $40.36 and a 52-week high of $52.03. The business has a fifty day moving average of $47.50 and a two-hundred day moving average of $49.09. The stock has a market cap of $374.82 million, a PE ratio of 28.12 and a beta of 0.93.

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.