JPM Betabldrs MSCI US REITBBREETF
13F holders, Q4 2025 (December 31)56holders −1
7new positions
8sold out
$92.58avg. 13F price*
At the end of Q4 2025, 56 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, down 1 from Q3 2025. 7 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($389.5M), University of Texas/Texas Am Investment Management Co. ($252.1M) and HighTower Advisors, LLC ($51.1M).
- Company
- JPM Betabldrs MSCI US REIT
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.5M |
| Exits | 8 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 379,688 shares bought and 99,819 shares sold, net +279,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| JPMorgan Chase & Co. | 0.03% | Add +1.6% | 4,206,450 | $389.5M |
| University of Texas/Texas Am Investment Management Co. | 35.64% | Add +1.6% | 2,723,289 | $252.1M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.6% | 551,572 | $51.1M |
| Global Endowment Management, LP | 5.81% | Add +32.9% | 502,455 | $46.5M |
| Alaska Permanent Capital Management, LLC | 3.46% | Reduce -3.0% | 493,847 | $45.7M |
| Bank of America Corp. | 0.00% | Add +6.9% | 377,078 | $34.9M |
| Alaska Wealth Advisors, LLC | 3.26% | Add +3.6% | 276,134 | $25.6M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 125,291 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.4% | 117,730 | $10.9M |
| Jane Street Group, LLC | 0.00% | New | 34,588 | $3.2M |
| Bleakley Financial Group, LLC | 0.05% | New | 31,271 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -26.5% | 28,451 | $2.6M |
| IFC & Insurance Marketing, Inc. | 2.24% | — | 24,407 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.1% | 23,298 | $2.2M |
| Flow Traders U.S. LLC | 0.06% | Reduce -29.5% | 18,109 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 18,000 | $1.7M |
| LPL Financial LLC | 0.00% | Add +13.5% | 16,737 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.6% | 14,598 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.0% | 10,349 | $958K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.2% | 7,506 | $695K |
| Mercer Global Advisors Inc. | 0.00% | Add +47.2% | 6,662 | $617K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +1.5% | 4,600 | $426K |
| Compound Planning, Inc. | 0.01% | Add +16.1% | 4,294 | $398K |
| Sigma Planning Corp | 0.01% | Add +8.1% | 3,562 | $330K |
| Mutual Advisors, LLC | 0.01% | Add +1.2% | 3,206 | $297K |
| Baker Boyer National Bank | 0.08% | New | 3,026 | $280K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,608 | $241K |
| Farther Finance Advisors, LLC | 0.00% | Add +450.8% | 2,561 | $237K |
| UBS Group AG | 0.00% | Reduce -91.4% | 2,500 | $231K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.2% | 2,376 | $220K |
| SkyView Investment Advisors, LLC | 0.03% | No change | 2,370 | $219K |
| Raymond James Financial Inc. | 0.00% | New | 2,332 | $216K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.2% | 1,173 | $109K |
| KERR FINANCIAL PLANNING Corp | 0.12% | Reduce -24.5% | 925 | $89K |
| Comerica Bank | 0.00% | Add +100.8% | 767 | $71K |
| Versant Capital Management, Inc | 0.01% | Reduce -33.4% | 621 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.3% | 604 | $56K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -59.6% | 440 | $41K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 394 | $36K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 216 | $20K |
| Fifth Third Bancorp | 0.00% | New | 200 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +1.1% | 188 | $17K |
| FMR LLC | 0.00% | Reduce -36.5% | 184 | $17K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.7% | 157 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $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% | No change | 73 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $5K |
| MAI Capital Management | 0.00% | No change | 37 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 34 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -13.0% | 20 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 9 | $833 |
"% 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.