JPM Betabldrs MSCI US REITBBREETF
13F holders, Q4 2024 (December 31)54holders +10
12new positions
4sold out
1famous investor
$93.64avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($354.0M), University of Texas/Texas Am Investment Management Co. ($222.8M) and Global Endowment Management, LP ($49.3M). 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 (Q4 2024)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $34.6M |
| Exits | 4 | $4.8M |
All 13F filers, Q3 2024 → Q4 2024: 876,072 shares bought and 113,492 shares sold, net +762,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| JPMorgan Chase & Co. | 0.03% | Add +3.6% | 3,780,333 | $354.0M |
| University of Texas/Texas Am Investment Management Co. | 26.32% | Add +4.9% | 2,379,274 | $222.8M |
| Global Endowment Management, LP | 6.31% | Reduce -3.7% | 526,475 | $49.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.4% | 449,665 | $42.1M |
| Alaska Permanent Capital Management, LLC | 3.37% | Add +35.6% | 437,559 | $41.0M |
| Gradient Investments LLC | 0.54% | New | 283,716 | $26.6M |
| Morgan Stanley | 0.00% | Add +24.5% | 277,079 | $25.9M |
| Bank of America Corp. | 0.00% | Add +11.3% | 267,511 | $25.0M |
| Alaska Wealth Advisors, LLC | 3.20% | Add +34.8% | 219,921 | $20.6M |
| State of Tennessee, Department of Treasury | 0.06% | Reduce -4.9% | 190,288 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.5% | 89,325 | $8.4M |
| Corient Private Wealth LP | 0.01% | New | 44,975 | $4.2M |
| Brown Financial Advisors | 0.71% | New | 18,888 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.4% | 13,611 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -9.0% | 13,571 | $1.3M |
| Citadel Advisors | 0.00% | Add +11.1% | 11,007 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 8,436 | $790K |
| Paladin Wealth, LLC | 0.63% | New | 7,841 | $734K |
| Private Advisor Group, LLC | 0.00% | Add +29.0% | 6,446 | $604K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.3% | 5,157 | $483K |
| Peterson Wealth Advisors, LLC | 0.09% | New | 5,098 | $480K |
| Fortress Wealth Management, Inc. | 0.22% | Reduce -46.0% | 4,951 | $464K |
| Signet Financial Management, LLC | 0.06% | Reduce -0.2% | 4,940 | $463K |
| Compound Planning, Inc. | 0.02% | Reduce -1.6% | 3,933 | $368K |
| Sigma Planning Corp | 0.01% | Add +14.8% | 2,385 | $223K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $221K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 2,360 | $221K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -10.3% | 2,214 | $207K |
| Rockland Trust Co. | 0.01% | No change | 2,198 | $206K |
| Mariner, LLC | 0.00% | Reduce -67.1% | 2,181 | $204K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.2% | 2,143 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.2% | 1,196 | $112K |
| Versant Capital Management, Inc | 0.02% | No change | 1,153 | $108K |
| Comerica Bank | 0.00% | Add +0.1% | 868 | $81K |
| FMR LLC | 0.00% | New | 416 | $39K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +1413.3% | 227 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Add +554.5% | 216 | $20K |
| Royal Bank of Canada | 0.00% | Add +559.4% | 211 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.0% | 189 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 146 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $11K |
| Qube Research & Technologies Ltd | 0.00% | No change | 109 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | New | 108 | $10K |
| LGT Financial Advisors LLC | 0.02% | Add +1.0% | 103 | $10K |
| Harbour Investments, Inc. | 0.00% | New | 99 | $9K |
| Smartleaf Asset Management LLC | 0.00% | New | 62 | $6K |
| Lee Danner & Bass Inc. | 0.00% | New | 50 | $5K |
| Investors Research Corp | 0.00% | Add +6.5% | 49 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 34 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 23 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -92.0% | 19 | $2K |
| Human Investing LLC | 0.00% | New | 12 | $1K |
"% 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.