JPM Betabldrs MSCI US REITBBREETF
13F holders, Q1 2025 (March 31)53holders −1
6new positions
7sold out
1famous investor
$94.01avg. 13F price*
At the end of Q1 2025, 53 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($351.8M), University of Texas/Texas Am Investment Management Co. ($233.0M) and Alaska Permanent Capital Management, LLC ($44.8M). 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 (Q1 2025)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $13K |
| Exits | 7 | $3.2M |
All 13F filers, Q4 2024 → Q1 2025: 223,471 shares bought and 524,369 shares sold, net −300,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -1.0% | 3,742,255 | $351.8M |
| University of Texas/Texas Am Investment Management Co. | 39.95% | Add +4.2% | 2,478,736 | $233.0M |
| Alaska Permanent Capital Management, LLC | 3.77% | Add +8.8% | 475,983 | $44.8M |
| Global Endowment Management, LP | 5.66% | Reduce -12.0% | 463,443 | $43.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -5.0% | 426,970 | $40.1M |
| Bank of America Corp. | 0.00% | Add +13.5% | 303,716 | $28.6M |
| Alaska Wealth Advisors, LLC | 3.41% | Add +5.3% | 231,686 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -27.7% | 200,392 | $18.8M |
| State of Tennessee, Department of Treasury | 0.07% | No change | 190,288 | $17.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 97,138 | $9.1M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 45,016 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +112.5% | 28,924 | $2.7M |
| Citadel Advisors | 0.00% | Add +79.0% | 19,703 | $1.9M |
| LPL Financial LLC | 0.00% | Add +10.1% | 14,942 | $1.4M |
| Private Advisor Group, LLC | 0.00% | Add +34.9% | 8,697 | $818K |
| Signet Financial Management, LLC | 0.06% | Reduce -3.5% | 4,766 | $448K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -4.5% | 4,868 | $410K |
| Compound Planning, Inc. | 0.02% | Reduce -1.3% | 3,882 | $365K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -58.6% | 3,493 | $328K |
| Fortress Wealth Management, Inc. | 0.16% | Reduce -32.2% | 3,359 | $316K |
| Sigma Planning Corp | 0.01% | Add +22.1% | 2,911 | $274K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $222K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,360 | $222K |
| Gradient Investments LLC | 0.00% | Reduce -99.2% | 2,340 | $220K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.2% | 2,190 | $206K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 2,158 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +22.5% | 1,465 | $138K |
| Versant Capital Management, Inc | 0.02% | No change | 1,153 | $108K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -50.8% | 1,090 | $102K |
| Comerica Bank | 0.00% | Add +18.0% | 1,024 | $96K |
| Farther Finance Advisors, LLC | 0.00% | Add +149.3% | 566 | $53K |
| Royal Bank of Canada | 0.00% | Add +113.3% | 450 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | Add +86.6% | 403 | $38K |
| FMR LLC | 0.00% | Reduce -26.4% | 306 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +118.2% | 216 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Add +91.7% | 209 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 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 |
| LGT Financial Advisors LLC | 0.03% | Add +7.8% | 111 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $6K |
| Missouri Trust & Investment Co | 0.00% | New | 61 | $6K |
| Investors Research Corp | 0.00% | No change | 49 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 34 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 32 | $3K |
| Allworth Financial LP | 0.00% | New | 26 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 23 | $2K |
| Wells Fargo & Company | 0.00% | No change | 19 | $2K |
| Mattson Financial Services, LLC | 0.00% | New | 12 | $1K |
| Assetmark, Inc. | 0.00% | New | 7 | $658 |
| Cornerstone Planning Group LLC | 0.00% | New | 4 | $361 |
"% 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.