JPM Betabldrs MSCI US REITBBREETF
13F holders, Q3 2025 (September 30)57holders +1
8new positions
8sold out
1famous investor
$95.48avg. 13F price*
At the end of Q3 2025, 57 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 1 from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($395.4M), University of Texas/Texas Am Investment Management Co. ($255.8M) and HighTower Advisors, LLC ($53.0M). 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 (Q3 2025)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.3M |
| Exits | 8 | $574K |
All 13F filers, Q2 2025 → Q3 2025: 319,503 shares bought and 87,510 shares sold, net +231,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| JPMorgan Chase & Co. | 0.03% | Add +1.8% | 4,140,848 | $395.4M |
| University of Texas/Texas Am Investment Management Co. | 37.02% | Add +3.7% | 2,679,560 | $255.8M |
| HighTower Advisors, LLC | 0.06% | Add +2.2% | 554,960 | $53.0M |
| Alaska Permanent Capital Management, LLC | 3.58% | Add +3.7% | 508,892 | $48.6M |
| Global Endowment Management, LP | 4.52% | Reduce -2.9% | 378,027 | $36.1M |
| Bank of America Corp. | 0.00% | Add +6.6% | 352,820 | $33.7M |
| Alaska Wealth Advisors, LLC | 3.33% | Add +10.9% | 266,405 | $25.4M |
| Morgan Stanley | 0.00% | Reduce -25.4% | 129,079 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.5% | 111,686 | $10.7M |
| Corient Private Wealth LP | 0.01% | Reduce -8.3% | 38,705 | $3.7M |
| UBS Group AG | 0.00% | Reduce -12.7% | 28,972 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 27,319 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 25,701 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.8% | 17,911 | $1.7M |
| LPL Financial LLC | 0.00% | Add +9.9% | 14,751 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.9% | 9,582 | $915K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 8,550 | $816K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2396.5% | 4,993 | $477K |
| Mercer Global Advisors Inc. | 0.00% | Add +60.4% | 4,525 | $432K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -4.6% | 4,532 | $428K |
| NFSG Corp | 0.05% | Reduce -1.6% | 3,698 | $353K |
| Compound Planning, Inc. | 0.01% | Reduce -1.6% | 3,698 | $353K |
| Sigma Planning Corp | 0.01% | Add +8.1% | 3,296 | $315K |
| Mutual Advisors, LLC | 0.01% | Reduce -57.0% | 3,168 | $306K |
| Signet Financial Management, LLC | 0.03% | Reduce -13.3% | 2,961 | $283K |
| Citadel Advisors | 0.00% | Reduce -54.8% | 2,874 | $274K |
| Integrated Advisors Network LLC | 0.01% | Add +0.9% | 2,381 | $227K |
| SkyView Investment Advisors, LLC | 0.03% | New | 2,370 | $226K |
| Mariner, LLC | 0.00% | Add +3.6% | 2,260 | $216K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 2,142 | $204K |
| Fortress Wealth Management, Inc. | 0.09% | Reduce -34.8% | 2,117 | $202K |
| KERR FINANCIAL PLANNING Corp | 0.16% | — | 1,225 | $115K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,090 | $104K |
| Versant Capital Management, Inc | 0.01% | No change | 932 | $89K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.6% | 465 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 460 | $44K |
| Royal Bank of Canada | 0.00% | No change | 393 | $38K |
| Comerica Bank | 0.00% | Reduce -5.9% | 382 | $36K |
| FMR LLC | 0.00% | Add +1.1% | 290 | $28K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 216 | $21K |
| Root Financial Partners, LLC | 0.00% | New | 186 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 182 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 153 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $14K |
| Founders Financial Alliance, LLC | 0.00% | New | 146 | $14K |
| Private Trust Co. NA | 0.00% | No change | 140 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 73 | $7K |
| Ameriflex Group, Inc. | 0.00% | Add +100.0% | 68 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $6K |
| Investors Research Corp | 0.00% | Add +2.0% | 50 | $5K |
| MAI Capital Management | 0.00% | New | 37 | $4K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $3K |
| Allworth Financial LP | 0.00% | Add +3.9% | 27 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -46.5% | 23 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 9 | $859 |
"% 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.