JPM Betabldrs MSCI US REITBBREETF
13F holders, Q2 2024 (June 30)42holders +1
4new positions
4sold out
1famous investor
$87.72avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($336.7M), University of Texas/Texas Am Investment Management Co. ($214.9M) and Global Endowment Management, LP ($58.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Betabldrs MSCI US REIT
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 4 | $780K |
All 13F filers, Q1 2024 → Q2 2024: 340,706 shares bought and 183,330 shares sold, net +157,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| JPMorgan Chase & Co. | 0.03% | Add +5.5% | 3,837,937 | $336.7M |
| University of Texas/Texas Am Investment Management Co. | 41.89% | Reduce -0.2% | 2,449,634 | $214.9M |
| Global Endowment Management, LP | 6.20% | Add +0.2% | 667,338 | $58.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.1% | 462,784 | $40.6M |
| Alaska Permanent Capital Management, LLC | 2.41% | Reduce -16.4% | 321,971 | $28.2M |
| Bank of America Corp. | 0.00% | Add +7.3% | 254,399 | $22.3M |
| Morgan Stanley | 0.00% | Reduce -10.2% | 209,039 | $18.3M |
| State of Tennessee, Department of Treasury | 0.06% | No change | 200,000 | $17.5M |
| Alaska Wealth Advisors, LLC | 2.29% | Add +0.5% | 167,994 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +710.4% | 106,852 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.9% | 66,124 | $5.8M |
| Fortress Wealth Management, Inc. | 1.66% | Add +5.7% | 37,093 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.6% | 23,640 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -1.0% | 9,549 | $838K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +142.1% | 7,257 | $637K |
| Flow Traders U.S. LLC | 0.03% | New | 7,124 | $625K |
| Royal Bank of Canada | 0.00% | Add +216.1% | 5,371 | $471K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 5,038 | $442K |
| LPL Financial LLC | 0.00% | Reduce -92.5% | 4,805 | $421K |
| Compound Planning, Inc. | 0.03% | Reduce -51.9% | 4,732 | $415K |
| Signet Financial Management, LLC | 0.04% | New | 3,191 | $280K |
| Cetera Investment Advisers | 0.00% | New | 3,082 | $270K |
| Citadel Advisors | 0.00% | Reduce -75.8% | 2,817 | $247K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,901 | $240K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,410 | $211K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $207K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -40.0% | 1,379 | $121K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.6% | 1,360 | $119K |
| Versant Capital Management, Inc | 0.03% | Reduce -33.7% | 1,153 | $101K |
| Comerica Bank | 0.00% | Add +31.2% | 858 | $75K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $25K |
| Wells Fargo & Company | 0.00% | Add +123.4% | 239 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 199 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 146 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.7% | 130 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $10K |
| Investors Research Corp | 0.00% | Add +2.3% | 45 | $4K |
| LGT Financial Advisors LLC | 0.00% | No change | 24 | $2K |
| FMR LLC | 0.00% | New | 8 | $702 |
| Farther Finance Advisors, LLC | 0.00% | No change | 7 | $608 |
| 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.