JPMorgan Realty Income ETF (JPRE)
ARCA ARCA Primary Summary
JPRE Chart
JPRE: Upside Depends On Capital Gains Realization
The JPMorgan Realty Income ETF invests in U.S. REITs, exhibiting a high concentration in its top ten holdings. Wall Street analysts project ~10.32% price appreciation for JPRE's largest holdings over the next twelve months. Coupled with a 2.31% dividend yield, this results in a total return potential close to 12.5% by August 2026.
These 3 Simple Real Estate ETFs Could Turn $500 a Month Into $1 Million
Real estate has been one of the worst-performing stock market sectors in recent years, mainly thanks to interest rate headwinds. While this hasn't exactly been a great catalyst for real estate investment trust (REIT) returns lately, it has created opportunities for long-term investors to add top-quality real estate exchange-traded funds (ETFs) at relatively cheap valuations.
JPRE: Current Allocation Suggests Defensive 2025 Positioning
The JPMorgan Realty Income ETF is an actively managed ETF, with the current portfolio concentrated in large- and mid-cap U.S. REITs. The main allocation is to Diversified REITs, followed by Health Care and Apartments REITs. The ETF's exposure to its top ten holdings is almost 56%. 12-month weighted average upside potential for these positions stands at around 10%.
JPMorgan Realty Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 198,949 | $9.66M | $10.51M | $854,746.18 | 8.85% |
 Jeff Ameen Spire Wealth Management | 600 | $28,758 | $31,834.08 | $3,076.08 | 10.7% |
| KB Kimberly Byrne Bill Few Associates Inc. | 16,851 | $775,469.98 | $901,022.97 | $125,552.99 | 16.19% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 8,288 | $420,524.3 | $445,355.68 | $24,831.38 | 5.9% |
 Christopher C. Powers Farther Finance Advisors, LLC | 268 | $12,845.06 | $14,496.12 | $1,651.06 | 12.85% |
JPMorgan Realty Income ETF (JPRE) FAQ
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JPMorgan Realty Income ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that seeks to achieve its objective primarily through investments in real estate investment trusts (REITs), which include equity REITs and mortgage REITs. The fund commits at least 80% of its net assets, in addition to any borrowings for investment purposes, into the equity securities of REITs. This includes a focus on REITs that may have relatively small market capitalizations, presenting a unique blend of potential growth and income opportunities for investors. The fund operates with a non-diversified status, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
Products and Services
- Equity REIT Investments
These are investments in real estate investment trusts that own and usually operate income-producing real estate. The focus is on providing investors with exposure to the real estate market through equity ownership in these trusts, which can include a variety of property types such as retail, industrial, office, and residential.
- Mortgage REIT Investments
Mortgage REITs provide financing for income-producing real estate by purchasing or originating mortgages and mortgage-backed securities. This type of investment offers exposure to the real estate financing segment, potentially providing income through interest payments.
- Investment in REITs with Small Market Capitalizations
This approach targets REITs that are typically characterized by smaller market caps, which may offer higher growth potential compared to their larger counterparts. These investments can provide a higher risk/reward profile within the real estate sector.
