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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$93.88 +1.62 (+1.76%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$11.18M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$32.15M
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BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC2,214$222K0.0%-23.7%0.024%
11/15/2024 HighTower Advisors LLC451,634$45.58M0.1%-2.4%4.920%
11/4/2024 Alaska Permanent Capital Management322,674$32.55M2.6%+0.2%3.515%
11/4/2024 Alaska Wealth Advisors163,203$16.47M2.5%-2.9%1.778%
11/4/2024 Sigma Planning Corp2,078$210K0.0%N/A0.023%
10/29/2024 Angeles Wealth Management LLC2,469$249K0.0%+79.0%0.027%
10/18/2024Fortress Wealth Management Inc.9,166$925K0.5%-75.3%0.100%
10/8/2024 Atomi Financial Group Inc.3,997$403K0.0%-15.5%0.044%
10/3/2024 Rockland Trust Co.2,198$222K0.0%N/A0.024%
9/5/2024 Sanctuary Advisors LLC2,901$240K0.0%N/A0.032%
8/16/2024 Northwestern Mutual Wealth Management Co.66,124$5.80M0.0%+3.9%0.720%
8/7/2024 Angeles Wealth Management LLC1,379$121K0.0%-40.0%0.015%
8/2/2024 University of Texas Texas AM Investment Management Co.2,449,634$214.88M41.9%-2.5%26.684%
7/26/2024 Atomi Financial Group Inc.4,732$415K0.0%-51.9%0.052%
7/22/2024 Alaska Wealth Advisors167,994$14.74M2.3%+0.5%1.830%
7/16/2024Fortress Wealth Management Inc.37,093$3.25M1.7%+5.7%0.404%
7/8/2024 Versant Capital Management Inc1,153$101K0.0%-33.7%0.013%
5/17/2024 Comerica Bank654$58K0.0%+1,823.5%0.007%
5/9/2024 Angeles Wealth Management LLC2,298$203K0.0%+66.6%0.025%
5/7/2024 Atomi Financial Group Inc.9,834$870K0.1%+2.2%0.107%
5/1/2024 Private Advisor Group LLC5,021$444K0.0%+4.0%0.054%
4/30/2024 University of Texas Texas AM Investment Managment Co.2,512,433$222.30M92.3%+2.4%27.220%
2/28/2024 University of Texas Texas AM Investment Managment Co.2,454,017$219.27M90.4%-7.4%27.982%
2/26/2024 Integrated Advisors Network LLC2,360$211K0.0%-43.6%0.027%
2/13/2024 Angeles Wealth Management LLC1,379$123K0.0%N/A0.016%
2/12/2024 Global Endowment Management LP628,283$56.14M6.3%-6.0%7.164%
2/12/2024Fortress Wealth Management Inc.32,797$2.93M1.6%N/A0.374%
2/9/2024 Assetmark Inc.356$32K0.0%+17,700.0%0.004%
2/8/2024 Horizon Family Wealth Inc.3,500$313K0.3%-18.2%0.040%
2/7/2024 Endowment Wealth Management Inc.2,394$214K0.2%N/A0.027%
2/6/2024 Private Advisor Group LLC4,830$432K0.0%+50.0%0.055%
1/16/2024 Alaska Wealth Advisors164,714$14.72M2.5%+5.2%1.878%
1/16/2024 Alaska Permanent Capital Management410,172$36.63M3.0%+0.9%4.677%
1/11/2024 Rockland Trust Co.2,438$218K0.0%-37.9%0.028%
1/9/2024 Versant Capital Management Inc1,823$163K0.0%-27.7%0.021%
11/15/2023 JPMorgan Chase & Co.3,948,560$307.12M0.0%+2.9%45.023%
11/13/2023 Mariner LLC10,402$809K0.0%N/A0.119%
11/13/2023 LPL Financial LLC61,203$4.76M0.0%N/A0.698%
11/9/2023 University of Texas Texas AM Investment Managment Co.2,649,388$206.07M91.3%+3.5%30.210%
11/8/2023 HighTower Advisors LLC343,823$26.75M0.0%-2.1%3.920%
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10/31/2023 Alaska Permanent Capital Management406,406$31.60M2.8%+10.9%4.634%
10/31/2023 Alaska Wealth Advisors156,508$12.17M1.9%+6.8%1.785%
10/26/2023 Rockland Trust Co.3,927$305K0.0%-47.5%0.045%
10/24/2023 IAG Wealth Partners LLC13,363$1.04M0.3%+3.6%0.152%
8/11/2023 Horizon Family Wealth Inc.4,277$361K0.3%-3.7%0.049%
8/11/2023 JPMorgan Chase & Co.3,837,890$324.03M0.0%-0.1%43.762%
8/10/2023 IAG Wealth Partners LLC12,903$1.09M0.3%+16.6%0.147%
8/10/2023 Private Advisor Group LLC3,155$266K0.0%N/A0.036%
8/4/2023 University of Texas Texas AM Investment Managment Co.2,560,948$216.22M83.6%-3.5%29.201%
7/28/2023 Alaska Wealth Advisors146,576$12.38M2.0%-30.5%1.632%
7/28/2023 Alaska Permanent Capital Management366,445$30.94M2.6%-25.5%4.081%
7/27/2023 Rockland Trust Co.7,477$631K0.0%-11.4%0.083%
7/14/2023 Integrated Advisors Network LLC4,183$353K0.0%-70.7%0.047%
7/10/2023 Versant Capital Management Inc2,448$207K0.1%N/A0.027%
5/22/2023 University of Texas Texas AM Investment Managment Co.2,654,694$220.05M84.5%+4.7%29.562%
5/12/2023 GeoWealth Management LLC7,061$588K0.1%+4.9%0.079%
5/12/2023 Global Endowment Management LP593,824$49.22M5.2%+3.9%6.613%
5/12/2023 HighTower Advisors LLC357,620$29.64M0.1%+18.0%3.982%
5/9/2023 Alaska Permanent Capital Management491,838$40.77M3.7%+15.4%5.477%
5/9/2023 Alaska Wealth Advisors210,952$17.49M2.9%+17.4%2.349%
5/9/2023 Tower Research Capital LLC TRC13,298$1.10M0.0%+17.6%0.148%
5/8/2023 Integrated Advisors Network LLC14,283$1.18M0.1%+226.1%0.159%
5/8/2023 Horizon Family Wealth Inc.4,441$368K0.4%-6.7%0.049%
5/3/2023 Integrated Wealth Concepts LLC4,647$385K0.0%-18.5%0.044%
4/25/2023 IAG Wealth Partners LLC11,067$917K0.3%+3.8%0.105%
4/24/2023 Penserra Capital Management LLC2,107$174K0.0%N/A0.020%
2/13/2023 Global Endowment Management LP571,320$46.62M5.2%+7.4%0.000%
2/13/2023 Integrated Wealth Concepts LLC5,703$465K0.0%-32.5%0.000%
2/13/2023 JPMorgan Chase & Co.5,289,412$431.62M0.1%-0.5%0.000%
2/10/2023 Assetmark Inc.1,109$90K0.0%+2,540.5%0.000%
2/9/2023 HighTower Advisors LLC302,990$24.74M0.1%+6.8%0.000%
2/8/2023 IAG Wealth Partners LLC10,661$870K0.3%+19.8%0.000%
2/7/2023Commonwealth Equity Services LLC6,095$497K0.0%-19.2%0.000%
2/7/2023 Horizon Family Wealth Inc.4,759$388K0.4%-56.6%0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC400$33K0.0%N/A0.000%
2/2/2023 Integrated Advisors Network LLC4,380$357K0.0%-76.3%0.000%
2/1/2023 Alaska Permanent Capital Management426,255$34.78M3.6%-1.9%0.000%
2/1/2023 Alaska Wealth Advisors179,685$14.66M2.6%+3.0%0.000%
1/24/2023 Rockland Trust Co.8,480$692K0.0%+43.4%0.000%
1/12/2023 Mutual Advisors LLC2,746$224K0.0%N/A0.000%
11/16/2022 CreativeOne Wealth LLC18,933$1.48M0.1%+6.9%0.000%
11/15/2022 University of Texas Texas AM Investment Managment Co.2,708,621$212.25M79.5%+24.5%0.000%
11/10/2022 Tower Research Capital LLC TRC2,951$231K0.0%+1,001.1%0.000%
11/8/2022 Integrated Advisors Network LLC18,500$1.45M0.1%-12.9%0.000%
11/2/2022 Victory Capital Management Inc.299,292$23.45M0.0%+490.4%0.000%
10/26/2022 IAG Wealth Partners LLC8,897$697K0.2%-12.5%0.000%
10/24/2022 APCM Wealth Management for Individuals174,405$13.67M2.7%+3.5%0.000%
10/24/2022 Alaska Permanent Capital Management434,456$34.04M3.6%-1.3%0.000%
10/19/2022 Rockland Trust Co.5,912$463K0.0%-4.9%0.000%
8/13/2022 Flow Traders U.S. LLC41,229$3.62M0.2%N/A0.000%
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8/12/2022 Integrated Advisors Network LLC21,250$1.87M0.1%+4.9%0.000%
8/12/2022 Global Endowment Management LP531,890$46.72M4.1%+27.4%0.000%
8/11/2022 JPMorgan Chase & Co.6,480,802$569.21M0.1%-10.2%0.000%
8/8/2022 Integrated Wealth Concepts LLC10,330$907K0.0%+9.8%0.000%
8/5/2022 OLD Mission Capital LLC3,591$315K0.0%-37.3%0.000%
8/5/2022 Horizon Family Wealth Inc.10,937$961K1.1%-4.1%0.000%
8/4/2022 University of Texas Texas AM Investment Managment Co.2,175,631$191.09M82.7%+52.9%0.000%
8/4/2022 Northwestern Mutual Wealth Management Co.1,420$125K0.0%+8.1%0.000%
8/3/2022 IAG Wealth Partners LLC10,170$893K0.3%N/A0.000%
8/1/2022 Victory Capital Management Inc.50,694$4.45M0.0%-53.3%0.000%
(Data available from 1/1/2016 forward)

BBRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBRE shares?

During the previous two years, 31 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($307.12M), University of Texas Texas AM Investment Managment Co. ($222.30M), University of Texas Texas AM Investment Management Co. ($214.88M), Global Endowment Management LP ($56.14M), HighTower Advisors LLC ($45.58M), Alaska Permanent Capital Management ($32.55M), and Alaska Wealth Advisors ($16.47M).Learn more on BBRE's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders MSCI US REIT ETF stock?

Of the 27 institutional investors that purchased JPMorgan BetaBuilders MSCI US REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: University of Texas Texas AM Investment Managment Co. ($265.76K), JPMorgan Chase & Co. ($110.67K), Alaska Permanent Capital Management ($110.01K), HighTower Advisors LLC ($73.88K), Global Endowment Management LP ($61.93K), LPL Financial LLC ($61.20K), and Alaska Wealth Advisors ($55.49K).

How much institutional buying is happening at JPMorgan BetaBuilders MSCI US REIT ETF?

Institutional investors have bought a total of 833,721 shares in the last 24 months. This purchase volume represents approximately $68.20M in transactions.

Which JPMorgan BetaBuilders MSCI US REIT ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold JPMorgan BetaBuilders MSCI US REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: University of Texas Texas AM Investment Managment Co. ($289.12K), Alaska Permanent Capital Management ($133.59K), Alaska Wealth Advisors ($69.17K), University of Texas Texas AM Investment Management Co. ($62.80K), Global Endowment Management LP ($40.36K), Fortress Wealth Management Inc. ($27.93K), and JPMorgan Chase & Co. ($27.46K).

How much institutional selling is happening at JPMorgan BetaBuilders MSCI US REIT ETF?

Institutional investors have sold a total of 722,341 shares in the last 24 months. This volume of shares sold represents approximately $62.92M in transactions.


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This page (BATS:BBRE) was last updated on 12/22/2024 by MarketBeat.com Staff
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