JPMorgan Realty Income ETFJPRE
JPRE
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
24% more funds holding
Funds holding: 37 [Q2] → 46 (+9) [Q3]
9% more capital invested
Capital invested by funds: $295M [Q2] → $322M (+$26.9M) [Q3]
2.59% less ownership
Funds ownership: 83.86% [Q2] → 81.26% (-2.59%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JPRE.
Financial journalist opinion
Positive
Seeking Alpha
1 week 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
3 weeks 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
2 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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
Seeking Alpha
5 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Negative
Seeking Alpha
7 months ago
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.
Positive
Seeking Alpha
8 months ago
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.
Negative
Seeking Alpha
9 months ago
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.
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