JPMorgan Realty Income ETF
JPRE

$51.05

0.22%

Market Cap: $393M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

29% more funds holding

Funds holding: 28 [Q1] → 36 (+8) [Q2]

7% more capital invested

Capital invested by funds: $275M [Q1] → $295M (+$20M) [Q2]

0.54% more ownership

Funds ownership: 83.29% [Q1] → 83.83% (+0.54%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for JPRE.

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Financial journalist opinion

JPRE: Top Notch Real Estate Fund

JPMorgan Realty Income ETF has outperformed the S&P 500 in the recent months, driven by Fed rate cut expectations and strategic sector shifts by its experienced managers. The fund's active repositioning towards Office and Industrial REITs and away from defensive sectors has captured upside returns. Over the long-run, JPRE's manager has adeptly traded REITs for over 2 decades, adding significant alpha along the way.

JPRE: Top Notch Real Estate Fund

The State Of REITs: July 2024

The REIT sector continued to recover in June with a +1.12% average total return, but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid-caps (+2.29%) and large caps (+2.88%) finished in the black. 65.58% of REIT securities had a positive total return in June.

The State Of REITs: July 2024

The State Of REITs: June 2024 Edition

After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.

The State Of REITs: June 2024 Edition

JPRE: Not All Real Estate Is The Same

JPMorgan Realty Income Fund is an actively managed fund of REITs. The fund is currently overweight data centers and apartments, sectors with strong macro tailwinds. With interest rates remaining stubbornly high, investors in real estate should select differentiated managers like JPRE instead of buying index funds.

JPRE: Not All Real Estate Is The Same

The State Of REITs: May 2024 Edition

With a -4.27% average total return in April, REITs have now seen declines in 3 of the first 4 months of 2024. Micro caps (-2.71%) and small caps (-2.87%) averaged low single digit declines in April, while mid-caps (-5.36%) and large caps (-5.99%) performed even worse. 78.71% of REIT securities had a negative total return in April.

The State Of REITs: May 2024 Edition

The State Of REITs: April 2024 Edition

REITs bounced back from a rough start to the year with a strong +3.26% average total return in March. Mid cap (+5.04%), small cap (+3.90%) and large cap REITs (+2.32%) averaged gains in March, while micro caps (-0.32%) saw yet another month in the red. 78.06% of REIT securities had a positive total return in March.

The State Of REITs: April 2024 Edition

The State Of REITs: March 2024 Edition

REITs fell slightly deeper into the red in 2024 with a -0.81% total return in February. Mid cap (+1.46%) and large cap REITs (+1.04%) averaged gains in February outperforming small caps (-1.33%) and micro caps (-6.98%). Only 50.64% of REIT securities had a positive total return in February.

The State Of REITs: March 2024 Edition

The State Of REITs: February 2024 Edition

The REIT sector had a rough start to 2024 with a -5.72% total return in January. Large cap REITs (-4.79%) outperformed their smaller peers in January. Micro cap REITs (-8.39%) averaged the steepest declines. Only 9.55% of REIT securities had a positive total return in January.

The State Of REITs: February 2024 Edition

JPRE: Top Pick Of The Actively Managed REIT Funds

JPMorgan Realty Income ETF is an actively managed REIT ETF that has performed well since its inception in 2022. JPRE compares favorably to other actively managed REI

JPRE: Top Pick Of The Actively Managed REIT Funds

The State Of REITs: January 2024 Edition

The REIT sector closed the year out strong with a +11.40% total return in December, pushing into positive territory for the full year (+8.66%). Small cap REITs (+13.39%) outperformed in December. Large cap REITs (+9.55%) averaged a lower return than their smaller peers. 90.79% of REIT securities had a positive total return in December with 66.25% in the black for the full year.

The State Of REITs: January 2024 Edition

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