JPRE JPMorgan Realty Income ETF
JPRE Fund Description
JPRE actively invests in US equity REITs and mortgage REITs, selecting those perceived to exhibit financial strength, operating revenues, and attractive growth potential.
JPRE Factset Analytics Insight
JPRE is an actively managed fund of US real estate investment trusts, primarily equity REITs and mortgage REITs, from any market capitalization. The fund manager utilizes a disciplined investment process that focuses on stock selection by continuously screening the target universe and selecting those perceived as exhibiting superior financial strength, operating returns and attractive growth prospects. Individual securities are assessed by its ability to generate earnings over a long-term business cycle. This process determines normalized earnings and growth potential, from which they evaluate whether each company’s current price fully reflects its long-term value. ESG factors are also considered in the investment process. On May 20, 2022, this ETF acquired the assets and liabilities, and assumed the performance, financial and other historical information, of the JPMorgan Realty Income Fund, which had $2.2 billion in assets.
JPRE Portfolio Data
JPRE Index Data
JPRE Portfolio Management
JPRE Tax Exposures
JPRE Fund Structure
JPRE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JPRE. JPRE is rated a N/A out of 5.
JPRE Sector/Industry Breakdown
JPRE Performance Statistics
JPRE Benchmark Comparison Summary
JPRE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.