JPM Betabldrs MSCI US REITBBREETF
13F holders, Q1 2024 (March 31)41holders
2famous investors
$88.72avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($321.7M), University of Texas/Texas Am Investment Management Co. ($219.3M) and Global Endowment Management, LP ($58.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPM Betabldrs MSCI US REIT
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $712K |
| Exits | 8 | $1.9M |
Ownership 41 holders
| JPMorgan Chase & Co. | 0.03% | Add +1.4% | 3,636,225 | $321.7M |
| University of Texas/Texas Am Investment Management Co. | 60.03% | Reduce -50.0% | 2,454,017 | $219.3M |
| Global Endowment Management, LP | 6.14% | Add +6.0% | 666,183 | $58.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.3% | 468,138 | $41.4M |
| Alaska Permanent Capital Management, LLC | 2.65% | Reduce -6.0% | 385,380 | $34.1M |
| Bank of America Corp. | 0.00% | Add +17.0% | 237,171 | $21.0M |
| Morgan Stanley | 0.00% | Add +11.7% | 232,703 | $20.6M |
| State of Tennessee, Department of Treasury | 0.07% | No change | 200,000 | $17.7M |
| Alaska Wealth Advisors, LLC | 2.24% | Add +1.5% | 167,186 | $14.8M |
| LPL Financial LLC | 0.00% | Add +4.4% | 64,120 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +279.6% | 63,671 | $5.6M |
| Fortress Wealth Management, Inc. | 1.60% | Add +7.0% | 35,100 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +21.6% | 25,307 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.3% | 13,185 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -6.3% | 11,639 | $1.0M |
| Compound Planning, Inc. | 0.08% | Add +2.2% | 9,834 | $870K |
| Mariner, LLC | 0.00% | Add +4.5% | 9,647 | $854K |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.2% | 6,407 | $567K |
| Private Advisor Group, LLC | 0.00% | Add +4.0% | 5,021 | $444K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,998 | $265K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,410 | $213K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $209K |
| D. E. Shaw & Co. | 0.00% | New | 2,330 | $206K |
| Angeles Wealth Management, LLC | 0.02% | Add +66.6% | 2,298 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +188.7% | 1,781 | $158K |
| Versant Capital Management, Inc | 0.04% | Reduce -4.6% | 1,739 | $154K |
| Royal Bank of Canada | 0.00% | Reduce -23.3% | 1,699 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.1% | 907 | $80K |
| Comerica Bank | 0.00% | Add +1823.5% | 654 | $58K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $25K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.6% | 199 | $18K |
| NewEdge Advisors, LLC | 0.00% | New | 150 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 146 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $11K |
| Wells Fargo & Company | 0.00% | New | 107 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | New | 51 | $5K |
| Investors Research Corp | 0.00% | No change | 44 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 25 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 24 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7 | $609 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $89 |
"% 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.