JPM Betabldrs MSCI US REITBBREETF
13F holders, Q1 2026 (March 31)57holders +1
10new positions
8sold out
1famous investor
$95.10avg. 13F price*
At the end of Q1 2026, 57 institutions reported holding JPM Betabldrs MSCI US REIT (BBRE) in their 13F filings, up 1 from Q4 2025. 10 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($414.3M), University of Texas/Texas Am Investment Management Co. ($249.4M) and Alaska Permanent Capital Management, LLC ($48.5M). 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 2026)
- CUSIP
- 46641Q738
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $15.6M |
| Exits | 8 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 678,435 shares bought and 453,908 shares sold, net +224,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| JPMorgan Chase & Co. | 0.03% | Add +4.4% | 4,391,336 | $414.3M |
| University of Texas/Texas Am Investment Management Co. | 36.28% | Reduce -4.3% | 2,606,805 | $249.4M |
| Alaska Permanent Capital Management, LLC | 3.40% | Add +2.7% | 506,997 | $48.5M |
| Global Endowment Management, LP | 4.66% | Reduce -13.1% | 436,557 | $41.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -29.0% | 391,722 | $37.5M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 371,144 | $35.5M |
| Alaska Wealth Advisors, LLC | 3.29% | Add +3.6% | 286,209 | $27.4M |
| Bleakley Financial Group, LLC | 0.42% | Add +802.1% | 282,087 | $27.0M |
| Concurrent Investment Advisors, LLC | 0.15% | New | 140,215 | $13.4M |
| Morgan Stanley | 0.00% | Add +3.3% | 129,363 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 125,880 | $12.0M |
| Two Sigma Investments, LP | 0.00% | Add +152.2% | 45,400 | $4.3M |
| Susquehanna International Group, LLP | 0.00% | Add +91.0% | 27,885 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -3.2% | 27,542 | $2.6M |
| Citadel Advisors | 0.00% | New | 17,756 | $1.7M |
| LPL Financial LLC | 0.00% | Add +5.1% | 17,587 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.5% | 16,185 | $1.5M |
| Private Advisor Group, LLC | 0.00% | Reduce -13.8% | 6,469 | $619K |
| IFC & Insurance Marketing, Inc. | 0.59% | Reduce -75.9% | 5,884 | $563K |
| Flow Traders U.S. LLC | 0.01% | Reduce -73.8% | 4,749 | $454K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -10.4% | 4,121 | $394K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 3,215 | $308K |
| Raymond James Financial Inc. | 0.00% | Add +34.5% | 3,137 | $300K |
| Baker Boyer National Bank | 0.09% | No change | 3,026 | $290K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -63.5% | 2,431 | $233K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,407 | $230K |
| SkyView Investment Advisors, LLC | 0.03% | No change | 2,370 | $227K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.8% | 2,130 | $205K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,949 | $187K |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 1,270 | $122K |
| UBS Group AG | 0.00% | Reduce -52.0% | 1,200 | $115K |
| KERR FINANCIAL PLANNING Corp | 0.07% | No change | 925 | $95K |
| Fifth Third Bancorp | 0.00% | Add +383.5% | 967 | $93K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.4% | 697 | $67K |
| Rockefeller Capital Management L.P. | 0.00% | Add +848.0% | 692 | $66K |
| Versant Capital Management, Inc | 0.01% | No change | 621 | $59K |
| Citigroup Inc. | 0.00% | New | 612 | $59K |
| Royal Bank of Canada | 0.00% | No change | 394 | $38K |
| Colonial Trust Co / SC | 0.00% | No change | 283 | $27K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 189 | $18K |
| Advisory Services Network, LLC | 0.00% | New | 174 | $17K |
| FMR LLC | 0.00% | Reduce -13.6% | 159 | $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 |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.0% | 135 | $13K |
| Root Financial Partners, LLC | 0.00% | Reduce -31.4% | 129 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $5K |
| Wells Fargo & Company | 0.00% | New | 44 | $4K |
| MAI Capital Management | 0.00% | No change | 37 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 34 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $3K |
| Blair William & Co. | 0.00% | New | 30 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 26 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 20 | $2K |
"% 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.