FIRST FOUNDATION ADVISORS JPRE Holdings History
Number of Shares
492,017.00
Current Holdings Value*
$23.72 Mil
% of Portfolio
0.97%
Total Estimate Gain
$489,206.86
% of Total Estimate Gain
2.11%
FIRST FOUNDATION ADVISORS's JPMorgan Realty Income ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 492,017.00 shares of JPMorgan Realty Income ETF(JPRE), totaling $23.72 Mil. This investment constitutes 0.97% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 5.61% of the outstanding JPMorgan Realty Income ETF(JPRE) stock.
The initial trade took place in 2024Q1. And since then FIRST FOUNDATION ADVISORS has made 5 purchases of JPRE, at an average price of $47.02, for a total of 492,017.00 shares. Based on historical transaction data and JPRE's current price of $48.02, FIRST FOUNDATION ADVISORS's estimated gain on his JPRE holdings is $489,206.86, reflecting a 2.11% gain to date.
FIRST FOUNDATION ADVISORS JPRE ($48.02) Holding Chart
FIRST FOUNDATION ADVISORS JPRE ($48.02) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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