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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$95.51 +3.41 (+3.70%)
As of 01/21/2025 03:58 PM 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)
16
Total
Institutional Inflows
(last 12 months)
$36.93M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$50.99M
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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
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%
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%
10/8/2024 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%
9/5/2024Sanctuary 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%
7/26/2024 Atomi 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%
5/7/2024 Atomi 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%
1/11/2024 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%
11/15/2023JPMorgan Chase & Co.3,948,560$307.12M0.0%+2.9%45.023%
11/13/2023Mariner LLC10,402$809K0.0%N/A0.119%
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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%
10/26/2023 Rockland 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%
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%
7/27/2023 Rockland 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%
5/9/2023Alaska Wealth Advisors210,952$17.49M2.9%+17.4%2.349%
5/9/2023Tower Research Capital LLC TRC13,298$1.10M0.0%+17.6%0.148%
5/8/2023Integrated Advisors Network LLC14,283$1.18M0.1%+226.1%0.159%
5/8/2023Horizon Family Wealth Inc.4,441$368K0.4%-6.7%0.049%
5/3/2023Integrated Wealth Concepts LLC4,647$385K0.0%-18.5%0.044%
4/25/2023IAG Wealth Partners LLC11,067$917K0.3%+3.8%0.105%
4/24/2023Penserra Capital Management LLC2,107$174K0.0%N/A0.020%
2/13/2023Global Endowment Management LP571,320$46.62M5.2%+7.4%0.000%
2/13/2023Integrated Wealth Concepts LLC5,703$465K0.0%-32.5%0.000%
2/13/2023JPMorgan Chase & Co.5,289,412$431.62M0.1%-0.5%0.000%
2/10/2023Assetmark Inc.1,109$90K0.0%+2,540.5%0.000%
2/9/2023HighTower Advisors LLC302,990$24.74M0.1%+6.8%0.000%
2/8/2023IAG Wealth Partners LLC10,661$870K0.3%+19.8%0.000%
2/7/2023Commonwealth Equity Services LLC6,095$497K0.0%-19.2%0.000%
2/7/2023Horizon Family Wealth Inc.4,759$388K0.4%-56.6%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC400$33K0.0%N/A0.000%
2/2/2023Integrated Advisors Network LLC4,380$357K0.0%-76.3%0.000%
2/1/2023Alaska Permanent Capital Management426,255$34.78M3.6%-1.9%0.000%
2/1/2023Alaska 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%
11/16/2022CreativeOne Wealth LLC18,933$1.48M0.1%+6.9%0.000%
11/15/2022University of Texas Texas AM Investment Managment Co.2,708,621$212.25M79.5%+24.5%0.000%
11/10/2022Tower Research Capital LLC TRC2,951$231K0.0%+1,001.1%0.000%
11/8/2022Integrated Advisors Network LLC18,500$1.45M0.1%-12.9%0.000%
11/2/2022Victory Capital Management Inc.299,292$23.45M0.0%+490.4%0.000%
10/26/2022IAG Wealth Partners LLC8,897$697K0.2%-12.5%0.000%
10/24/2022APCM Wealth Management for Individuals174,405$13.67M2.7%+3.5%0.000%
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10/24/2022Alaska 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%
8/13/2022Flow Traders U.S. LLC41,229$3.62M0.2%N/A0.000%
8/12/2022Integrated Advisors Network LLC21,250$1.87M0.1%+4.9%0.000%
8/12/2022Global Endowment Management LP531,890$46.72M4.1%+27.4%0.000%
8/11/2022JPMorgan Chase & Co.6,480,802$569.21M0.1%-10.2%0.000%
8/8/2022Integrated Wealth Concepts LLC10,330$907K0.0%+9.8%0.000%
8/5/2022OLD Mission Capital LLC3,591$315K0.0%-37.3%0.000%
8/5/2022Horizon Family Wealth Inc.10,937$961K1.1%-4.1%0.000%
8/4/2022University of Texas Texas AM Investment Managment Co.2,175,631$191.09M82.7%+52.9%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. ($368.26M), 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 Gradient Investments LLC ($26.57M).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: Gradient Investments LLC ($283.72K), 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), and LPL Financial LLC ($61.20K).

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

Institutional investors have bought a total of 1,119,789 shares in the last 24 months. This purchase volume represents approximately $94.79M 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), JPMorgan Chase & Co. ($215.99K), 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), and Fortress Wealth Management Inc. ($27.93K).

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

Institutional investors have sold a total of 910,870 shares in the last 24 months. This volume of shares sold represents approximately $81.95M in transactions.


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This page (BATS:BBRE) was last updated on 1/22/2025 by MarketBeat.com Staff
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