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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$92.56 +0.45 (+0.49%)
As of 07/8/2025 11:51 AM Eastern
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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)
24
Total
Institutional Inflows
(last 12 months)
$93.54M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$71.98M
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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
7/7/2025 Peterson Wealth Advisors LLC4,749$437K0.1%-2.4%0.049%
5/16/2025Goldman Sachs Group Inc.28,924$2.72M0.0%+112.5%0.297%
5/14/2025Comerica Bank1,024$96K0.0%+18.0%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.97,138$9.13M0.0%+8.7%1.007%
5/13/2025Global Endowment Management LP463,443$43.57M5.7%-12.0%4.803%
5/13/2025HighTower Advisors LLC426,970$40.14M0.1%-5.0%4.425%
5/12/2025JPMorgan Chase & Co.3,742,255$351.81M0.0%-1.0%38.780%
5/7/2025University of Texas Texas AM Investment Management Co.2,478,736$233.03M39.9%+4.2%25.686%
5/7/2025LPL Financial LLC14,942$1.41M0.0%+10.1%0.155%
5/7/2025Angeles Wealth Management LLC1,090$102K0.0%-50.8%0.011%
5/5/2025Private Advisor Group LLC8,697$818K0.0%+34.9%0.090%
5/2/2025Fortress Wealth Management Inc.3,359$316K0.2%-32.2%0.035%
5/2/2025Sigma Planning Corp2,911$274K0.0%+22.1%0.030%
5/1/2025Alaska Permanent Capital Management LLC475,983$44.78M3.8%+8.8%4.932%
5/1/2025Alaska Wealth Advisors231,686$21.78M3.4%+5.3%2.401%
4/30/2025 Peterson Wealth Advisors LLC4,868$458K0.1%-4.5%0.050%
4/15/2025Signet Financial Management LLC4,766$448K0.1%-3.5%0.050%
4/14/2025Farther Finance Advisors LLC566$53K0.0%+149.3%0.006%
4/9/2025Gradient Investments LLC2,340$220K0.0%-99.2%0.024%
2/19/2025University of Texas Texas AM Investment Management Co.2,379,274$222.80M26.3%+4.9%25.918%
2/17/2025Citadel Advisors LLC11,007$1.03M0.0%+11.1%0.120%
2/17/2025Bank of America Corp DE267,511$25.05M0.0%+11.4%2.914%
2/14/2025State of Tennessee Department of Treasury190,288$17.82M0.1%-4.9%2.073%
2/14/2025Tower Research Capital LLC TRC8,436$790K0.0%N/A0.092%
2/13/2025Global Endowment Management LP526,475$49.30M6.3%-3.7%5.735%
2/13/2025Mariner LLC2,181$204K0.0%-67.1%0.024%
2/12/2025JPMorgan Chase & Co.3,780,333$353.99M0.0%+3.6%41.180%
2/11/2025LPL Financial LLC13,571$1.27M0.0%-9.0%0.148%
2/10/2025Corient Private Wealth LLC44,975$4.21M0.0%N/A0.490%
2/7/2025HighTower Advisors LLC449,665$42.11M0.1%-0.4%4.898%
2/4/2025Brown Financial Advisors18,888$1.77M0.7%N/A0.206%
2/3/2025Sigma Planning Corp2,385$223K0.0%+14.8%0.026%
2/3/2025Private Advisor Group LLC6,446$604K0.0%+29.0%0.070%
1/29/2025Alaska Wealth Advisors219,921$20.59M3.2%+34.8%2.396%
1/29/2025Alaska Permanent Capital Management437,559$41.00M3.4%+35.6%4.766%
1/29/2025Paladin Wealth LLC7,841$734K0.6%N/A0.085%
1/28/2025Angeles Wealth Management LLC2,214$207K0.0%-10.3%0.024%
1/22/2025Fortress Wealth Management Inc.4,951$464K0.2%-46.0%0.054%
1/21/2025Gradient Investments LLC283,716$26.57M0.5%N/A3.091%
1/17/2025 Peterson Wealth Advisors LLC5,098$480K0.1%N/A0.056%
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12/26/2024JPMorgan Chase & Co.3,649,408$368.26M0.0%-4.9%39.754%
11/25/2024Sanctuary Advisors LLC2,214$222K0.0%-23.7%0.024%
11/15/2024HighTower Advisors LLC451,634$45.58M0.1%-2.4%4.920%
11/4/2024Alaska Permanent Capital Management322,674$32.55M2.6%+0.2%3.515%
11/4/2024Alaska Wealth Advisors163,203$16.47M2.5%-2.9%1.778%
11/4/2024Sigma Planning Corp2,078$210K0.0%N/A0.023%
10/29/2024Angeles Wealth Management LLC2,469$249K0.0%+79.0%0.027%
10/18/2024Fortress Wealth Management Inc.9,166$925K0.5%-75.3%0.100%
10/8/2024Atomi Financial Group Inc.3,997$403K0.0%-15.5%0.044%
10/3/2024Rockland Trust Co.2,198$222K0.0%N/A0.024%
9/5/2024Sanctuary Advisors LLC2,901$240K0.0%N/A0.032%
8/16/2024Northwestern Mutual Wealth Management Co.66,124$5.80M0.0%+3.9%0.720%
8/7/2024Angeles Wealth Management LLC1,379$121K0.0%-40.0%0.015%
8/2/2024University of Texas Texas AM Investment Management Co.2,449,634$214.88M41.9%-2.5%26.684%
7/26/2024Atomi Financial Group Inc.4,732$415K0.0%-51.9%0.052%
7/22/2024Alaska 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%
5/17/2024Comerica Bank654$58K0.0%+1,823.5%0.007%
5/9/2024Angeles Wealth Management LLC2,298$203K0.0%+66.6%0.025%
5/7/2024Atomi Financial Group Inc.9,834$870K0.1%+2.2%0.107%
5/1/2024Private Advisor Group LLC5,021$444K0.0%+4.0%0.054%
4/30/2024University of Texas Texas AM Investment Managment Co.2,512,433$222.30M92.3%+2.4%27.220%
2/28/2024University of Texas Texas AM Investment Managment Co.2,454,017$219.27M90.4%-7.4%27.982%
2/26/2024Integrated Advisors Network LLC2,360$211K0.0%-43.6%0.027%
2/13/2024Angeles Wealth Management LLC1,379$123K0.0%N/A0.016%
2/12/2024Global 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%
2/9/2024Assetmark Inc.356$32K0.0%+17,700.0%0.004%
2/8/2024Horizon Family Wealth Inc.3,500$313K0.3%-18.2%0.040%
2/7/2024Endowment Wealth Management Inc.2,394$214K0.2%N/A0.027%
2/6/2024Private Advisor Group LLC4,830$432K0.0%+50.0%0.055%
1/16/2024Alaska Wealth Advisors164,714$14.72M2.5%+5.2%1.878%
1/16/2024Alaska Permanent Capital Management410,172$36.63M3.0%+0.9%4.677%
1/11/2024Rockland Trust Co.2,438$218K0.0%-37.9%0.028%
1/9/2024 Versant Capital Management Inc1,823$163K0.0%-27.7%0.021%
11/15/2023JPMorgan Chase & Co.3,948,560$307.12M0.0%+2.9%45.023%
11/13/2023Mariner LLC10,402$809K0.0%N/A0.119%
11/13/2023LPL Financial LLC61,203$4.76M0.0%N/A0.698%
11/9/2023University of Texas Texas AM Investment Managment Co.2,649,388$206.07M91.3%+3.5%30.210%
11/8/2023HighTower Advisors LLC343,823$26.75M0.0%-2.1%3.920%
10/31/2023Alaska Permanent Capital Management406,406$31.60M2.8%+10.9%4.634%
10/31/2023Alaska Wealth Advisors156,508$12.17M1.9%+6.8%1.785%
10/26/2023Rockland Trust Co.3,927$305K0.0%-47.5%0.045%
10/24/2023IAG Wealth Partners LLC13,363$1.04M0.3%+3.6%0.152%
8/11/2023Horizon Family Wealth Inc.4,277$361K0.3%-3.7%0.049%
8/11/2023JPMorgan Chase & Co.3,837,890$324.03M0.0%-0.1%43.762%
8/10/2023IAG Wealth Partners LLC12,903$1.09M0.3%+16.6%0.147%
8/10/2023Private Advisor Group LLC3,155$266K0.0%N/A0.036%
8/4/2023University of Texas Texas AM Investment Managment Co.2,560,948$216.22M83.6%-3.5%29.201%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/28/2023Alaska Wealth Advisors146,576$12.38M2.0%-30.5%1.632%
7/28/2023Alaska Permanent Capital Management366,445$30.94M2.6%-25.5%4.081%
7/27/2023Rockland Trust Co.7,477$631K0.0%-11.4%0.083%
7/14/2023Integrated Advisors Network LLC4,183$353K0.0%-70.7%0.047%
7/10/2023 Versant Capital Management Inc2,448$207K0.1%N/A0.027%
5/22/2023University of Texas Texas AM Investment Managment Co.2,654,694$220.05M84.5%+4.7%29.562%
5/12/2023GeoWealth Management LLC7,061$588K0.1%+4.9%0.079%
5/12/2023Global Endowment Management LP593,824$49.22M5.2%+3.9%6.613%
5/12/2023HighTower Advisors LLC357,620$29.64M0.1%+18.0%3.982%
5/9/2023Alaska Permanent Capital Management491,838$40.77M3.7%+15.4%5.477%
(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, 37 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($351.81M), University of Texas Texas AM Investment Management Co. ($233.03M), University of Texas Texas AM Investment Managment Co. ($222.30M), Alaska Permanent Capital Management LLC ($44.78M), Global Endowment Management LP ($43.57M), Alaska Permanent Capital Management ($41.00M), and HighTower Advisors LLC ($40.14M).Learn more on JPMorgan BetaBuilders MSCI US REIT ETF's institutional investors.

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

Of the 31 institutional investors that purchased JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($283.72K), JPMorgan Chase & Co. ($241.60K), University of Texas Texas AM Investment Management Co. ($211.06K), Alaska Permanent Capital Management ($159.32K), University of Texas Texas AM Investment Managment Co. ($146.86K), Alaska Wealth Advisors ($87.43K), and LPL Financial LLC ($62.57K).

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

Institutional investors have bought a total of 1,004,851 shares in the last 24 months. This purchase volume represents approximately $93.54M in transactions.

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

Of the 15 institutional investors that sold JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($281.38K), JPMorgan Chase & Co. ($226.61K), Global Endowment Management LP ($83.07K), University of Texas Texas AM Investment Management Co. ($62.80K), HighTower Advisors LLC ($35.81K), Fortress Wealth Management Inc. ($33.73K), and State of Tennessee Department of Treasury ($9.71K).

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

Institutional investors have sold a total of 753,024 shares in the last 24 months. This volume of shares sold represents approximately $71.98M in transactions.


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This page (BATS:BBRE) was last updated on 7/9/2025 by MarketBeat.com Staff
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