JPM Betabldrs MSCI US REITBBREETF
13F holders, Q3 2024 (September 30)44holders +2
5new positions
3sold out
1famous investor
$100.91avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($368.3M), University of Texas/Texas Am Investment Management Co. ($228.8M) and Global Endowment Management, LP ($55.1M). 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 (Q3 2024)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.7M |
| Exits | 3 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 99,200 shares bought and 661,697 shares sold, net −562,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -4.9% | 3,649,408 | $368.3M |
| University of Texas/Texas Am Investment Management Co. | 37.18% | Reduce -7.4% | 2,267,675 | $228.8M |
| Global Endowment Management, LP | 5.57% | Reduce -18.1% | 546,508 | $55.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.4% | 451,634 | $45.6M |
| Alaska Permanent Capital Management, LLC | 2.58% | Add +0.2% | 322,674 | $32.6M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 240,243 | $24.2M |
| Morgan Stanley | 0.00% | Add +6.4% | 222,511 | $22.5M |
| State of Tennessee, Department of Treasury | 0.07% | No change | 200,000 | $20.2M |
| Alaska Wealth Advisors, LLC | 2.47% | Reduce -2.9% | 163,203 | $16.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +24.5% | 82,354 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 39,637 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.2% | 28,603 | $2.9M |
| LPL Financial LLC | 0.00% | Add +210.3% | 14,909 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.2% | 13,672 | $1.4M |
| Citadel Advisors | 0.00% | Add +251.7% | 9,906 | $1000K |
| Fortress Wealth Management, Inc. | 0.46% | Reduce -75.3% | 9,166 | $925K |
| Mariner, LLC | 0.00% | Reduce -30.6% | 6,624 | $668K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 4,996 | $504K |
| Signet Financial Management, LLC | 0.06% | Add +55.1% | 4,949 | $499K |
| Cetera Investment Advisers | 0.00% | Add +58.5% | 4,885 | $493K |
| Compound Planning, Inc. | 0.03% | Reduce -15.5% | 3,997 | $403K |
| HUB Investment Partners, LLC | 0.01% | New | 2,789 | $281K |
| Angeles Wealth Management, LLC | 0.02% | Add +79.0% | 2,469 | $249K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,410 | $243K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $238K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.7% | 2,214 | $222K |
| Rockland Trust Co. | 0.01% | New | 2,198 | $222K |
| Sigma Planning Corp | 0.01% | New | 2,078 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +8.8% | 1,480 | $149K |
| Versant Capital Management, Inc | 0.03% | No change | 1,153 | $116K |
| Comerica Bank | 0.00% | Add +1.1% | 867 | $87K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $28K |
| Wells Fargo & Company | 0.00% | No change | 239 | $24K |
| Sound Income Strategies, LLC | 0.00% | No change | 199 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 146 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.1% | 109 | $11K |
| LGT Financial Advisors LLC | 0.03% | Add +325.0% | 102 | $10K |
| Investors Research Corp | 0.00% | Add +2.2% | 46 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 33 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -99.4% | 32 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +114.3% | 15 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 1 | $103 |
"% 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.