JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

$98.11 -1.03 (-1.04%)

(As of 11/14/2024 ET)

Number of Institutional Buyers (last 12 months): 15
Total Institutional Inflows (last 12 months): $19.79M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $30.96M

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BBRE Institutional Buying and Selling by Quarter

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JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/4/2024	Alaska Permanent Capital Management	322,674	$32.55M	2.6%	+0.2%	3.515%
11/4/2024	Alaska Wealth Advisors	163,203	$16.47M	2.5%	-2.9%	1.778%
11/4/2024	Sigma Planning Corp	2,078	$210K	0.0%	N/A	0.023%
10/29/2024	Angeles Wealth Management LLC	2,469	$249K	0.0%	+79.0%	0.027%
10/18/2024	Fortress Wealth Management Inc.	9,166	$925K	0.5%	-75.3%	0.100%
10/8/2024	Atomi Financial Group Inc.	3,997	$403K	0.0%	-15.5%	0.044%
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10/3/2024	Rockland Trust Co.	2,198	$222K	0.0%	N/A	0.024%
9/5/2024	Sanctuary Advisors LLC	2,901	$240K	0.0%	N/A	0.032%
8/16/2024	Northwestern Mutual Wealth Management Co.	66,124	$5.80M	0.0%	+3.9%	0.720%
8/7/2024	Angeles Wealth Management LLC	1,379	$121K	0.0%	-40.0%	0.015%
8/2/2024	University of Texas Texas AM Investment Management Co.	2,449,634	$214.88M	41.9%	-2.5%	26.684%
7/26/2024	Atomi Financial Group Inc.	4,732	$415K	0.0%	-51.9%	0.052%
7/22/2024	Alaska Wealth Advisors	167,994	$14.74M	2.3%	+0.5%	1.830%
7/16/2024	Fortress Wealth Management Inc.	37,093	$3.25M	1.7%	+5.7%	0.404%
7/8/2024	Versant Capital Management Inc	1,153	$101K	0.0%	-33.7%	0.013%
5/17/2024	Comerica Bank	654	$58K	0.0%	+1,823.5%	0.007%
5/9/2024	Angeles Wealth Management LLC	2,298	$203K	0.0%	+66.6%	0.025%
5/7/2024	Atomi Financial Group Inc.	9,834	$870K	0.1%	+2.2%	0.107%
5/1/2024	Private Advisor Group LLC	5,021	$444K	0.0%	+4.0%	0.054%
4/30/2024	University of Texas Texas AM Investment Managment Co.	2,512,433	$222.30M	92.3%	+2.4%	27.220%
2/28/2024	University of Texas Texas AM Investment Managment Co.	2,454,017	$219.27M	90.4%	-7.4%	27.982%
2/26/2024	Integrated Advisors Network LLC	2,360	$211K	0.0%	-43.6%	0.027%
2/13/2024	Angeles Wealth Management LLC	1,379	$123K	0.0%	N/A	0.016%
2/12/2024	Global Endowment Management LP	628,283	$56.14M	6.3%	-6.0%	7.164%
2/12/2024	Fortress Wealth Management Inc.	32,797	$2.93M	1.6%	N/A	0.374%
2/9/2024	Assetmark Inc.	356	$32K	0.0%	+17,700.0%	0.004%
2/8/2024	Horizon Family Wealth Inc.	3,500	$313K	0.3%	-18.2%	0.040%
2/7/2024	Endowment Wealth Management Inc.	2,394	$214K	0.2%	N/A	0.027%
2/6/2024	Private Advisor Group LLC	4,830	$432K	0.0%	+50.0%	0.055%
1/16/2024	Alaska Wealth Advisors	164,714	$14.72M	2.5%	+5.2%	1.878%
1/16/2024	Alaska Permanent Capital Management	410,172	$36.63M	3.0%	+0.9%	4.677%
1/11/2024	Rockland Trust Co.	2,438	$218K	0.0%	-37.9%	0.028%
1/9/2024	Versant Capital Management Inc	1,823	$163K	0.0%	-27.7%	0.021%
11/15/2023	JPMorgan Chase & Co.	3,948,560	$307.12M	0.0%	+2.9%	45.023%
11/13/2023	Mariner LLC	10,402	$809K	0.0%	N/A	0.119%
11/13/2023	LPL Financial LLC	61,203	$4.76M	0.0%	N/A	0.698%
11/9/2023	University of Texas Texas AM Investment Managment Co.	2,649,388	$206.07M	91.3%	+3.5%	30.210%
11/8/2023	HighTower Advisors LLC	343,823	$26.75M	0.0%	-2.1%	3.920%
10/31/2023	Alaska Permanent Capital Management	406,406	$31.60M	2.8%	+10.9%	4.634%
10/31/2023	Alaska Wealth Advisors	156,508	$12.17M	1.9%	+6.8%	1.785%
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10/26/2023	Rockland Trust Co.	3,927	$305K	0.0%	-47.5%	0.045%
10/24/2023	IAG Wealth Partners LLC	13,363	$1.04M	0.3%	+3.6%	0.152%
8/11/2023	Horizon Family Wealth Inc.	4,277	$361K	0.3%	-3.7%	0.049%
8/11/2023	JPMorgan Chase & Co.	3,837,890	$324.03M	0.0%	-0.1%	43.762%
8/10/2023	IAG Wealth Partners LLC	12,903	$1.09M	0.3%	+16.6%	0.147%
8/10/2023	Private Advisor Group LLC	3,155	$266K	0.0%	N/A	0.036%
8/4/2023	University of Texas Texas AM Investment Managment Co.	2,560,948	$216.22M	83.6%	-3.5%	29.201%
7/28/2023	Alaska Wealth Advisors	146,576	$12.38M	2.0%	-30.5%	1.632%
7/28/2023	Alaska Permanent Capital Management	366,445	$30.94M	2.6%	-25.5%	4.081%
7/27/2023	Rockland Trust Co.	7,477	$631K	0.0%	-11.4%	0.083%
7/14/2023	Integrated Advisors Network LLC	4,183	$353K	0.0%	-70.7%	0.047%
7/10/2023	Versant Capital Management Inc	2,448	$207K	0.1%	N/A	0.027%
5/22/2023	University of Texas Texas AM Investment Managment Co.	2,654,694	$220.05M	84.5%	+4.7%	29.562%
5/12/2023	GeoWealth Management LLC	7,061	$588K	0.1%	+4.9%	0.079%
5/12/2023	Global Endowment Management LP	593,824	$49.22M	5.2%	+3.9%	6.613%
5/12/2023	HighTower Advisors LLC	357,620	$29.64M	0.1%	+18.0%	3.982%
5/9/2023	Alaska Permanent Capital Management	491,838	$40.77M	3.7%	+15.4%	5.477%
5/9/2023	Alaska Wealth Advisors	210,952	$17.49M	2.9%	+17.4%	2.349%
5/9/2023	Tower Research Capital LLC TRC	13,298	$1.10M	0.0%	+17.6%	0.148%
5/8/2023	Integrated Advisors Network LLC	14,283	$1.18M	0.1%	+226.1%	0.159%
5/8/2023	Horizon Family Wealth Inc.	4,441	$368K	0.4%	-6.7%	0.049%
5/3/2023	Integrated Wealth Concepts LLC	4,647	$385K	0.0%	-18.5%	0.044%
4/25/2023	IAG Wealth Partners LLC	11,067	$917K	0.3%	+3.8%	0.105%
4/24/2023	Penserra Capital Management LLC	2,107	$174K	0.0%	N/A	0.020%
2/13/2023	Global Endowment Management LP	571,320	$46.62M	5.2%	+7.4%	0.000%
2/13/2023	Integrated Wealth Concepts LLC	5,703	$465K	0.0%	-32.5%	0.000%
2/13/2023	JPMorgan Chase & Co.	5,289,412	$431.62M	0.1%	-0.5%	0.000%
2/10/2023	Assetmark Inc.	1,109	$90K	0.0%	+2,540.5%	0.000%
2/9/2023	HighTower Advisors LLC	302,990	$24.74M	0.1%	+6.8%	0.000%
2/8/2023	IAG Wealth Partners LLC	10,661	$870K	0.3%	+19.8%	0.000%
2/7/2023	Commonwealth Equity Services LLC	6,095	$497K	0.0%	-19.2%	0.000%
2/7/2023	Horizon Family Wealth Inc.	4,759	$388K	0.4%	-56.6%	0.000%
2/3/2023	U.S. Capital Wealth Advisors LLC	400	$33K	0.0%	N/A	0.000%
2/2/2023	Integrated Advisors Network LLC	4,380	$357K	0.0%	-76.3%	0.000%
2/1/2023	Alaska Permanent Capital Management	426,255	$34.78M	3.6%	-1.9%	0.000%
2/1/2023	Alaska Wealth Advisors	179,685	$14.66M	2.6%	+3.0%	0.000%
1/24/2023	Rockland Trust Co.	8,480	$692K	0.0%	+43.4%	0.000%
1/12/2023	Mutual Advisors LLC	2,746	$224K	0.0%	N/A	0.000%
11/16/2022	CreativeOne Wealth LLC	18,933	$1.48M	0.1%	+6.9%	0.000%
11/15/2022	University of Texas Texas AM Investment Managment Co.	2,708,621	$212.25M	79.5%	+24.5%	0.000%
11/10/2022	Tower Research Capital LLC TRC	2,951	$231K	0.0%	+1,001.1%	0.000%
11/8/2022	Integrated Advisors Network LLC	18,500	$1.45M	0.1%	-12.9%	0.000%
11/2/2022	Victory Capital Management Inc.	299,292	$23.45M	0.0%	+490.4%	0.000%
10/26/2022	IAG Wealth Partners LLC	8,897	$697K	0.2%	-12.5%	0.000%
10/24/2022	APCM Wealth Management for Individuals	174,405	$13.67M	2.7%	+3.5%	0.000%
10/24/2022	Alaska Permanent Capital Management	434,456	$34.04M	3.6%	-1.3%	0.000%
10/19/2022	Rockland Trust Co.	5,912	$463K	0.0%	-4.9%	0.000%
8/13/2022	Flow Traders U.S. LLC	41,229	$3.62M	0.2%	N/A	0.000%
8/12/2022	Integrated Advisors Network LLC	21,250	$1.87M	0.1%	+4.9%	0.000%
8/12/2022	Global Endowment Management LP	531,890	$46.72M	4.1%	+27.4%	0.000%
Trump’s Back, but DC’s Coming for Your Money! (Ad) Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs. But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back… Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov
8/11/2022	JPMorgan Chase & Co.	6,480,802	$569.21M	0.1%	-10.2%	0.000%
8/8/2022	Integrated Wealth Concepts LLC	10,330	$907K	0.0%	+9.8%	0.000%
8/5/2022	OLD Mission Capital LLC	3,591	$315K	0.0%	-37.3%	0.000%
8/5/2022	Horizon Family Wealth Inc.	10,937	$961K	1.1%	-4.1%	0.000%
8/4/2022	University of Texas Texas AM Investment Managment Co.	2,175,631	$191.09M	82.7%	+52.9%	0.000%
8/4/2022	Northwestern Mutual Wealth Management Co.	1,420	$125K	0.0%	+8.1%	0.000%
8/3/2022	IAG Wealth Partners LLC	10,170	$893K	0.3%	N/A	0.000%
8/1/2022	Victory Capital Management Inc.	50,694	$4.45M	0.0%	-53.3%	0.000%
7/19/2022	Commonwealth Equity Services LLC	6,725	$590K	0.0%	N/A	0.000%
7/15/2022	APCM Wealth Management for Individuals	168,448	$14.80M	3.0%	-0.9%	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, 32 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), Alaska Permanent Capital Management ($32.55M), HighTower Advisors LLC ($26.75M), 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 28 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. ($798.75K), 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 1,367,941 shares in the last 24 months. This purchase volume represents approximately $110.06M in transactions.

Which JPMorgan BetaBuilders MSCI US REIT ETF major shareholders have been selling company stock?: Of the 16 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 710,504 shares in the last 24 months. This volume of shares sold represents approximately $61.72M in transactions.

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This page (BATS:BBRE) was last updated on 11/14/2024 by MarketBeat.com Staff

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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

BBRE Institutional Ownership - Frequently Asked Questions

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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE)

BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

BBRE Institutional Ownership - Frequently Asked Questions

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