JPM Betabldrs MSCI US REITBBREETF
13F holders, Q2 2025 (June 30)56holders +3
11new positions
8sold out
1famous investor
$92.11avg. 13F price*
At the end of Q2 2025, 56 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 3 from Q1 2025. 11 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($374.6M), University of Texas/Texas Am Investment Management Co. ($238.0M) and HighTower Advisors, LLC ($50.0M). 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 2025)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.2M |
| Exits | 8 | $18.1M |
All 13F filers, Q1 2025 → Q2 2025: 662,999 shares bought and 321,026 shares sold, net +341,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| JPMorgan Chase & Co. | 0.03% | Add +8.7% | 4,066,365 | $374.6M |
| University of Texas/Texas Am Investment Management Co. | 37.43% | Add +4.3% | 2,584,286 | $238.0M |
| HighTower Advisors, LLC | 0.06% | Add +27.2% | 543,236 | $50.0M |
| Alaska Permanent Capital Management, LLC | 3.50% | Add +3.1% | 490,933 | $45.2M |
| Global Endowment Management, LP | 4.77% | Reduce -16.0% | 389,210 | $35.9M |
| Bank of America Corp. | 0.00% | Add +9.0% | 330,993 | $30.5M |
| Alaska Wealth Advisors, LLC | 3.17% | Add +3.6% | 240,141 | $22.1M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 173,018 | $15.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.9% | 105,817 | $9.7M |
| Corient Private Wealth LP | 0.01% | Reduce -6.2% | 42,230 | $3.9M |
| UBS Group AG | 0.00% | New | 33,203 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 26,253 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 13,416 | $1.2M |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 8,498 | $783K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 7,732 | $712K |
| Mutual Advisors, LLC | 0.02% | New | 7,368 | $691K |
| Citadel Advisors | 0.00% | Reduce -67.7% | 6,363 | $586K |
| Peterson Wealth Advisors, LLC | 0.07% | Reduce -2.4% | 4,749 | $437K |
| NFSG Corp | 0.06% | New | 3,759 | $346K |
| Compound Planning, Inc. | 0.01% | Reduce -3.2% | 3,759 | $346K |
| Signet Financial Management, LLC | 0.04% | Reduce -28.3% | 3,417 | $315K |
| Fortress Wealth Management, Inc. | 0.14% | Reduce -3.3% | 3,247 | $299K |
| Sigma Planning Corp | 0.01% | Add +4.8% | 3,050 | $281K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.6% | 2,822 | $260K |
| Osaic Holdings, Inc. | 0.00% | Add +66.4% | 2,438 | $225K |
| 5T Wealth, LLC | 0.11% | New | 2,406 | $222K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.2% | 2,370 | $218K |
| Integrated Advisors Network LLC | 0.01% | No change | 2,360 | $217K |
| Mariner, LLC | 0.00% | Add +1.1% | 2,182 | $201K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,090 | $100K |
| Raymond James Financial Inc. | 0.00% | New | 1,015 | $93K |
| Versant Capital Management, Inc | 0.01% | Reduce -19.2% | 932 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.3% | 564 | $52K |
| Aptus Capital Advisors, LLC | 0.00% | Add +13.9% | 459 | $42K |
| Comerica Bank | 0.00% | Reduce -60.4% | 406 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -12.7% | 393 | $36K |
| FMR LLC | 0.00% | Reduce -6.2% | 287 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 216 | $20K |
| Capital Analysts, LLC | 0.00% | New | 210 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.3% | 200 | $18K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.7% | 182 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $14K |
| Private Trust Co. NA | 0.00% | New | 140 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $11K |
| LGT Financial Advisors LLC | 0.03% | Add +3.6% | 115 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.9% | 109 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $6K |
| Investors Research Corp | 0.00% | No change | 49 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +87.0% | 43 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 34 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $3K |
| Allworth Financial LP | 0.00% | No change | 26 | $2K |
| AE Wealth Management LLC | 0.00% | New | 11 | $1K |
| IFP Advisors, Inc | 0.00% | New | 9 | $829 |
| Ameritas Advisory Services, LLC | 0.00% | New | 1 | $92 |
"% 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.