JPM Betabldrs MSCI US REITBBREETF
13F holders, Q2 2026 (June 30)54holders −3
8new positions
11sold out
2famous investors
$108.00avg. 13F price*
At the end of Q2 2026, 54 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, down 3 from Q1 2026. 8 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($461.8M), University of Texas/Texas Am Investment Management Co. ($257.0M) and Charles Schwab Investment Management Inc. ($132.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Betabldrs MSCI US REIT
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $136.5M |
| Exits | 11 | $5.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,356,544 shares bought and 512,839 shares sold, net +843,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -3.6% | 4,232,900 | $461.8M |
| University of Texas/Texas Am Investment Management Co. | 29.78% | Reduce -8.1% | 2,396,228 | $257.0M |
| Charles Schwab Investment Management Inc. | 0.02% | New | 1,236,240 | $132.6M |
| Alaska Permanent Capital Management, LLC | 3.43% | Reduce -3.4% | 489,700 | $52.6M |
| Global Endowment Management, LP | 4.65% | Reduce -2.1% | 427,282 | $45.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.1% | 383,317 | $41.1M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 368,677 | $39.5M |
| Bleakley Financial Group, LLC | 0.41% | Add +6.3% | 299,734 | $32.2M |
| Alaska Wealth Advisors, LLC | 3.28% | Reduce -1.4% | 282,332 | $30.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +4.3% | 146,193 | $15.7M |
| Morgan Stanley | 0.00% | Add +12.8% | 145,917 | $15.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.6% | 135,484 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | New | 26,907 | $2.9M |
| LPL Financial LLC | 0.00% | Add +52.5% | 26,825 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -7.8% | 25,387 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.6% | 23,887 | $2.6M |
| UBS Group AG | 0.00% | Add +723.6% | 9,883 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +30.5% | 8,440 | $905K |
| Raymond James Financial Inc. | 0.00% | Add +160.0% | 8,157 | $875K |
| IFC & Insurance Marketing, Inc. | 0.56% | Add +0.4% | 5,910 | $634K |
| D. E. Shaw & Co. | 0.00% | New | 4,987 | $535K |
| Citadel Advisors | 0.00% | Reduce -75.3% | 4,387 | $471K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +1.6% | 4,186 | $449K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +31.9% | 3,175 | $341K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,431 | $261K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,131 | $229K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.6% | 2,072 | $222K |
| MML Investors Services, LLC | 0.00% | New | 2,061 | $221K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,001 | $215K |
| Osaic Holdings, Inc. | 0.00% | Add +22.1% | 1,550 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.6% | 1,099 | $118K |
| KERR FINANCIAL PLANNING Corp | 0.11% | No change | 925 | $99K |
| Royal Bank of Canada | 0.00% | Add +105.8% | 811 | $87K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.8% | 758 | $81K |
| Versant Capital Management, Inc | 0.01% | No change | 621 | $67K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.4% | 620 | $67K |
| Fifth Third Bancorp | 0.00% | Reduce -36.7% | 612 | $66K |
| Colonial Trust Co / SC | 0.00% | Add +1.1% | 286 | $31K |
| Harbour Investments, Inc. | 0.00% | No change | 189 | $20K |
| Qube Research & Technologies Ltd | 0.00% | New | 163 | $17K |
| FMR LLC | 0.00% | Add +0.6% | 160 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 158 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 146 | $16K |
| Private Trust Co. NA | 0.00% | No change | 140 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $7K |
| Investors Research Corp | 0.00% | No change | 50 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 34 | $4K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $3K |
| Blair William & Co. | 0.00% | No change | 30 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 26 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.0% | 21 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 7 | $765 |
"% of holder's portfolio" is BBRE's weight in each manager's 13F, not the share of JPM Betabldrs MSCI US REIT the manager owns.