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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$92.92 +0.82 (+0.89%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$93.01 +0.09 (+0.10%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$81.80M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$60.26M
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BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Fortress Wealth Management Inc.3,359$316K0.2%-32.2%0.035%
5/2/2025 Sigma Planning Corp2,911$274K0.0%+22.1%0.030%
5/1/2025 Alaska Permanent Capital Management LLC475,983$44.78M3.8%+8.8%4.932%
5/1/2025 Alaska Wealth Advisors231,686$21.78M3.4%+5.3%2.401%
4/30/2025 Peterson Wealth Advisors LLC4,868$458K0.1%-4.5%0.050%
4/15/2025 Signet Financial Management LLC4,766$448K0.1%-3.5%0.050%
4/14/2025 Farther Finance Advisors LLC566$53K0.0%+149.3%0.006%
4/9/2025 Gradient Investments LLC2,340$220K0.0%-99.2%0.024%
2/19/2025University of Texas Texas AM Investment Management Co.2,379,274$222.80M26.3%+4.9%25.918%
2/17/2025Citadel Advisors LLC11,007$1.03M0.0%+11.1%0.120%
2/17/2025Bank of America Corp DE267,511$25.05M0.0%+11.4%2.914%
2/14/2025State of Tennessee Department of Treasury190,288$17.82M0.1%-4.9%2.073%
2/14/2025Tower Research Capital LLC TRC8,436$790K0.0%N/A0.092%
2/13/2025Global Endowment Management LP526,475$49.30M6.3%-3.7%5.735%
2/13/2025Mariner LLC2,181$204K0.0%-67.1%0.024%
2/12/2025JPMorgan Chase & Co.3,780,333$353.99M0.0%+3.6%41.180%
2/11/2025LPL Financial LLC13,571$1.27M0.0%-9.0%0.148%
2/10/2025Corient Private Wealth LLC44,975$4.21M0.0%N/A0.490%
2/7/2025HighTower Advisors LLC449,665$42.11M0.1%-0.4%4.898%
2/4/2025Brown Financial Advisors18,888$1.77M0.7%N/A0.206%
2/3/2025 Sigma Planning Corp2,385$223K0.0%+14.8%0.026%
2/3/2025Private Advisor Group LLC6,446$604K0.0%+29.0%0.070%
1/29/2025 Alaska Wealth Advisors219,921$20.59M3.2%+34.8%2.396%
1/29/2025 Alaska Permanent Capital Management437,559$41.00M3.4%+35.6%4.766%
1/29/2025 Paladin Wealth LLC7,841$734K0.6%N/A0.085%
1/28/2025Angeles Wealth Management LLC2,214$207K0.0%-10.3%0.024%
1/22/2025 Fortress Wealth Management Inc.4,951$464K0.2%-46.0%0.054%
1/21/2025 Gradient Investments LLC283,716$26.57M0.5%N/A3.091%
1/17/2025 Peterson Wealth Advisors LLC5,098$480K0.1%N/A0.056%
12/26/2024JPMorgan Chase & Co.3,649,408$368.26M0.0%-4.9%39.754%
11/25/2024Sanctuary Advisors LLC2,214$222K0.0%-23.7%0.024%
11/15/2024HighTower Advisors LLC451,634$45.58M0.1%-2.4%4.920%
11/4/2024 Alaska Permanent Capital Management322,674$32.55M2.6%+0.2%3.515%
11/4/2024 Alaska Wealth Advisors163,203$16.47M2.5%-2.9%1.778%
11/4/2024 Sigma Planning Corp2,078$210K0.0%N/A0.023%
10/29/2024Angeles Wealth Management LLC2,469$249K0.0%+79.0%0.027%
10/18/2024 Fortress Wealth Management Inc.9,166$925K0.5%-75.3%0.100%
10/8/2024Atomi Financial Group Inc.3,997$403K0.0%-15.5%0.044%
10/3/2024 Rockland Trust Co.2,198$222K0.0%N/A0.024%
9/5/2024Sanctuary Advisors LLC2,901$240K0.0%N/A0.032%
What if America bought gold like it used to? (Ad)

History Says Gold Wins When This Signal Flashes — and It’s Flashing Now Every time the Buffett Indicator has hit extreme levels, stocks have crashed — and gold has dominated the decade that followed. Today, the Buffett Indicator is at its highest reading in history… and Buffett himself is sitting on an unprecedented $325 billion cash pile. Sources say he’s preparing to deploy it — not into stocks, but into gold. Garrett Goggin has uncovered which gold company could be his next big move.

Find out which gold company Buffett is likely to back — and how to get ahead of the coming gold deca
8/16/2024Northwestern Mutual Wealth Management Co.66,124$5.80M0.0%+3.9%0.720%
8/7/2024Angeles Wealth Management LLC1,379$121K0.0%-40.0%0.015%
8/2/2024University of Texas Texas AM Investment Management Co.2,449,634$214.88M41.9%-2.5%26.684%
7/26/2024Atomi Financial Group Inc.4,732$415K0.0%-51.9%0.052%
7/22/2024 Alaska Wealth Advisors167,994$14.74M2.3%+0.5%1.830%
7/16/2024 Fortress Wealth Management Inc.37,093$3.25M1.7%+5.7%0.404%
7/8/2024 Versant Capital Management Inc1,153$101K0.0%-33.7%0.013%
5/17/2024Comerica Bank654$58K0.0%+1,823.5%0.007%
5/9/2024Angeles Wealth Management LLC2,298$203K0.0%+66.6%0.025%
5/7/2024Atomi Financial Group Inc.9,834$870K0.1%+2.2%0.107%
5/1/2024Private Advisor Group LLC5,021$444K0.0%+4.0%0.054%
4/30/2024University of Texas Texas AM Investment Managment Co.2,512,433$222.30M92.3%+2.4%27.220%
2/28/2024University of Texas Texas AM Investment Managment Co.2,454,017$219.27M90.4%-7.4%27.982%
2/26/2024 Integrated Advisors Network LLC2,360$211K0.0%-43.6%0.027%
2/13/2024Angeles Wealth Management LLC1,379$123K0.0%N/A0.016%
2/12/2024Global Endowment Management LP628,283$56.14M6.3%-6.0%7.164%
2/12/2024 Fortress Wealth Management Inc.32,797$2.93M1.6%N/A0.374%
2/9/2024Assetmark Inc.356$32K0.0%+17,700.0%0.004%
2/8/2024Horizon Family Wealth Inc.3,500$313K0.3%-18.2%0.040%
2/7/2024Endowment Wealth Management Inc.2,394$214K0.2%N/A0.027%
2/6/2024Private Advisor Group LLC4,830$432K0.0%+50.0%0.055%
1/16/2024 Alaska Wealth Advisors164,714$14.72M2.5%+5.2%1.878%
1/16/2024 Alaska Permanent Capital Management410,172$36.63M3.0%+0.9%4.677%
1/11/2024 Rockland Trust Co.2,438$218K0.0%-37.9%0.028%
1/9/2024 Versant Capital Management Inc1,823$163K0.0%-27.7%0.021%
11/15/2023JPMorgan Chase & Co.3,948,560$307.12M0.0%+2.9%45.023%
11/13/2023Mariner LLC10,402$809K0.0%N/A0.119%
11/13/2023LPL Financial LLC61,203$4.76M0.0%N/A0.698%
11/9/2023University of Texas Texas AM Investment Managment Co.2,649,388$206.07M91.3%+3.5%30.210%
11/8/2023HighTower Advisors LLC343,823$26.75M0.0%-2.1%3.920%
10/31/2023 Alaska Permanent Capital Management406,406$31.60M2.8%+10.9%4.634%
10/31/2023 Alaska Wealth Advisors156,508$12.17M1.9%+6.8%1.785%
10/26/2023 Rockland Trust Co.3,927$305K0.0%-47.5%0.045%
10/24/2023 IAG Wealth Partners LLC13,363$1.04M0.3%+3.6%0.152%
8/11/2023Horizon Family Wealth Inc.4,277$361K0.3%-3.7%0.049%
8/11/2023JPMorgan Chase & Co.3,837,890$324.03M0.0%-0.1%43.762%
8/10/2023 IAG Wealth Partners LLC12,903$1.09M0.3%+16.6%0.147%
8/10/2023Private Advisor Group LLC3,155$266K0.0%N/A0.036%
8/4/2023University of Texas Texas AM Investment Managment Co.2,560,948$216.22M83.6%-3.5%29.201%
7/28/2023 Alaska Wealth Advisors146,576$12.38M2.0%-30.5%1.632%
7/28/2023 Alaska Permanent Capital Management366,445$30.94M2.6%-25.5%4.081%
7/27/2023 Rockland Trust Co.7,477$631K0.0%-11.4%0.083%
7/14/2023 Integrated Advisors Network LLC4,183$353K0.0%-70.7%0.047%
7/10/2023 Versant Capital Management Inc2,448$207K0.1%N/A0.027%
5/22/2023University of Texas Texas AM Investment Managment Co.2,654,694$220.05M84.5%+4.7%29.562%
5/12/2023GeoWealth Management LLC7,061$588K0.1%+4.9%0.079%
5/12/2023Global Endowment Management LP593,824$49.22M5.2%+3.9%6.613%
5/12/2023HighTower Advisors LLC357,620$29.64M0.1%+18.0%3.982%
5/9/2023 Alaska Permanent Capital Management491,838$40.77M3.7%+15.4%5.477%
5/9/2023 Alaska Wealth Advisors210,952$17.49M2.9%+17.4%2.349%
What if America bought gold like it used to? (Ad)

History Says Gold Wins When This Signal Flashes — and It’s Flashing Now Every time the Buffett Indicator has hit extreme levels, stocks have crashed — and gold has dominated the decade that followed. Today, the Buffett Indicator is at its highest reading in history… and Buffett himself is sitting on an unprecedented $325 billion cash pile. Sources say he’s preparing to deploy it — not into stocks, but into gold. Garrett Goggin has uncovered which gold company could be his next big move.

Find out which gold company Buffett is likely to back — and how to get ahead of the coming gold deca
5/9/2023Tower Research Capital LLC TRC13,298$1.10M0.0%+17.6%0.148%
5/8/2023 Integrated Advisors Network LLC14,283$1.18M0.1%+226.1%0.159%
5/8/2023Horizon Family Wealth Inc.4,441$368K0.4%-6.7%0.049%
5/3/2023Integrated Wealth Concepts LLC4,647$385K0.0%-18.5%0.044%
4/25/2023 IAG Wealth Partners LLC11,067$917K0.3%+3.8%0.105%
4/24/2023 Penserra Capital Management LLC2,107$174K0.0%N/A0.020%
2/13/2023Global Endowment Management LP571,320$46.62M5.2%+7.4%0.000%
2/13/2023Integrated Wealth Concepts LLC5,703$465K0.0%-32.5%0.000%
2/13/2023JPMorgan Chase & Co.5,289,412$431.62M0.1%-0.5%0.000%
2/10/2023Assetmark Inc.1,109$90K0.0%+2,540.5%0.000%
(Data available from 1/1/2016 forward)

BBRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBRE shares?

During the previous two years, 37 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($353.99M), University of Texas Texas AM Investment Management Co. ($222.80M), University of Texas Texas AM Investment Managment Co. ($222.30M), Global Endowment Management LP ($49.30M), Alaska Permanent Capital Management LLC ($44.78M), HighTower Advisors LLC ($42.11M), and Alaska Permanent Capital Management ($41.00M).Learn more on BBRE's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders MSCI US REIT ETF stock?

Of the 34 institutional investors that purchased JPMorgan BetaBuilders MSCI US REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($283.72K), University of Texas Texas AM Investment Managment Co. ($265.76K), JPMorgan Chase & Co. ($241.60K), Alaska Permanent Capital Management ($224.90K), Alaska Wealth Advisors ($118.70K), University of Texas Texas AM Investment Management Co. ($111.60K), and LPL Financial LLC ($61.20K).

How much institutional buying is happening at JPMorgan BetaBuilders MSCI US REIT ETF?

Institutional investors have bought a total of 1,622,969 shares in the last 24 months. This purchase volume represents approximately $142.39M in transactions.

Which JPMorgan BetaBuilders MSCI US REIT ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold JPMorgan BetaBuilders MSCI US REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: University of Texas Texas AM Investment Managment Co. ($289.12K), Gradient Investments LLC ($281.38K), JPMorgan Chase & Co. ($190.88K), Alaska Permanent Capital Management ($125.39K), Alaska Wealth Advisors ($69.17K), University of Texas Texas AM Investment Management Co. ($62.80K), and Global Endowment Management LP ($60.40K).

How much institutional selling is happening at JPMorgan BetaBuilders MSCI US REIT ETF?

Institutional investors have sold a total of 1,177,317 shares in the last 24 months. This volume of shares sold represents approximately $107.71M in transactions.



This page (BATS:BBRE) was last updated on 5/4/2025 by MarketBeat.com Staff
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