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ETFs

JPMorgan Realty Income ETF

JPRE
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jan 1, 1998
Expense Ratio
0.50%
Type
US Equities
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
$82,212
AUM
$314,965,985
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

AMT
American Tower Corp.
9.74%
EQIX
Equinix Inc
8.16%
DLR
Digital Realty Trust Inc
8.04%
PLD
Prologis Inc
7.25%
WELL
Welltower Inc.
5.90%
O
Realty Income Corp.
5.22%
VTR
Ventas Inc
4.58%
SUI
Sun Communities, Inc.
4.45%
UDR
UDR Inc
4.34%
PSA
Public Storage.
4.19%
Invest with JPRE

What is JPRE?

The Fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts ("REITs"), including REITs with relatively small market capitalizations. The Fund may invest in both equity REITs and mortgage REITs. Equity REITs take ownership interests in real estate. Mortgage REITs invest in mortgages (loans secured by interests in real estate). The Fund may also invest up to 15% of net assets in illiquid holdings.

ETFs related toJPRE

ETFs correlated to JPRE include BBRE, RWR, DFAR

JPRE
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
BBRE
J.P.Morgan Investment Management Inc. - JPMorgan BetaBuilders MSCI U.S. REIT ETF
RWR
SPDR Series Trust - SPDR DJ Wilshire REIT ETF
DFAR
Dimensional ETF Trust - Dimensional US Real Estate ETF
USRT
BlackRock Institutional Trust Company N.A. - iShares Core U.S. REIT ETF
SCHH
Schwab Strategic Trust - Schwab U.S. REIT ETF
IYR
BlackRock Institutional Trust Company N.A. - iShares U.S. Real Estate ETF
VNQ
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF
FREL
Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
ICF
BlackRock Institutional Trust Company N.A. - iShares Cohen & Steers REIT ETF
DRN
Direxion Shares ETF Trust - Direxion Daily Real Estate Bull 3X Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJPRE

#PTS

Pick the Trending Sector

Category

Grow Your Portfolio, Ride the Momentum

Risk Rating

Aggressive

#DB

Diversification at its Best

Category

Tactical Asset Allocation, Be Risk Aware, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with JPRE using Composer

News Related to JPRE

American Tower Delivers Robust Q1 Performance, Eyes Long-Term Growth Despite Market Challenges

Apr 30, 2024 • by Anusuya Lahiri
American Tower Delivers Robust Q1 Performance, Eyes Long-Term Growth Despite Market Challenges
Read

Looking to Attract new Investors, JPMorgan Follows the Mutual Fund to ETF Conversion Trend

Jun 14, 2022 • by Dalton Brewster
Looking to Attract new Investors, JPMorgan Follows the Mutual Fund to ETF Conversion Trend
Read

FAQ

JPRE is a US Equities ETF. The Fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts ("REITs"), including REITs with relatively small market capitalizations. The Fund may invest in both equity REITs and mortgage REITs. Equity REITs take ownership interests in real estate. Mortgage REITs invest in mortgages (loans secured by interests in real estate). The Fund may also invest up to 15% of net assets in illiquid holdings.

Yes, JPRE is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, JPRE is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JPRE is -0.0397%. This is the percent change in the value of JPRE over the most recent 1-month period. The 3-month return on JPRE is -0.0369%. This is the percent change in the value of JPRE over the most recent 3-month period.

The standard deviation of JPRE for the past year is 0.2348%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to JPRE include XLI, XLY, and XLV.

ETFs correlated to JPRE include BBRE, RWR, and DFAR.

ETFs that are inversely correlated to JPRE include SRS, DRV, and RWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.