| 8/5/2025 | 5T Wealth LLC | 2,406 | $222K | 0.1% | N/A | 0.025% | |
| 7/31/2025 | University of Texas Texas AM Investment Management Co. | 2,584,286 | $238.04M | 37.4% | +4.3% | 26.560% | |
| 7/29/2025 | Alaska Permanent Capital Management LLC | 490,933 | $45.22M | 3.5% | +3.1% | 5.046% | |
| 7/29/2025 | Alaska Wealth Advisors | 240,141 | $22.12M | 3.2% | +3.6% | 2.468% | |
| 7/28/2025 | Mutual Advisors LLC | 7,368 | $691K | 0.0% | N/A | 0.076% | |
| 7/15/2025 | Signet Financial Management LLC | 3,417 | $315K | 0.0% | -28.3% | 0.035% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 3,247 | $299K | 0.1% | -3.3% | 0.033% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 4,749 | $437K | 0.1% | -2.4% | 0.049% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 28,924 | $2.72M | 0.0% | +112.5% | 0.297% | |
| 5/14/2025 | Comerica Bank | 1,024 | $96K | 0.0% | +18.0% | 0.011% | |
Get the Latest News and Ratings for BBRE and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for JPMorgan BetaBuilders MSCI US REIT ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,138 | $9.13M | 0.0% | +8.7% | 1.007% | |
| 5/13/2025 | Global Endowment Management LP | 463,443 | $43.57M | 5.7% | -12.0% | 4.803% | |
| 5/13/2025 | HighTower Advisors LLC | 426,970 | $40.14M | 0.1% | -5.0% | 4.425% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,742,255 | $351.81M | 0.0% | -1.0% | 38.780% | |
| 5/7/2025 | University of Texas Texas AM Investment Management Co. | 2,478,736 | $233.03M | 39.9% | +4.2% | 25.686% | |
| 5/7/2025 | LPL Financial LLC | 14,942 | $1.41M | 0.0% | +10.1% | 0.155% | |
| 5/7/2025 | Angeles Wealth Management LLC | 1,090 | $102K | 0.0% | -50.8% | 0.011% | |
| 5/5/2025 | Private Advisor Group LLC | 8,697 | $818K | 0.0% | +34.9% | 0.090% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 3,359 | $316K | 0.2% | -32.2% | 0.035% | |
| 5/2/2025 | Sigma Planning Corp | 2,911 | $274K | 0.0% | +22.1% | 0.030% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 475,983 | $44.78M | 3.8% | +8.8% | 4.932% | |
| 5/1/2025 | Alaska Wealth Advisors | 231,686 | $21.78M | 3.4% | +5.3% | 2.401% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 4,868 | $458K | 0.1% | -4.5% | 0.050% | |
| 4/15/2025 | Signet Financial Management LLC | 4,766 | $448K | 0.1% | -3.5% | 0.050% | |
| 4/14/2025 | Farther Finance Advisors LLC | 566 | $53K | 0.0% | +149.3% | 0.006% | |
| 4/9/2025 | Gradient Investments LLC | 2,340 | $220K | 0.0% | -99.2% | 0.024% | |
| 2/19/2025 | University of Texas Texas AM Investment Management Co. | 2,379,274 | $222.80M | 26.3% | +4.9% | 25.918% | |
| 2/17/2025 | Citadel Advisors LLC | 11,007 | $1.03M | 0.0% | +11.1% | 0.120% | |
| 2/17/2025 | Bank of America Corp DE | 267,511 | $25.05M | 0.0% | +11.4% | 2.914% | |
| 2/14/2025 | State of Tennessee Department of Treasury | 190,288 | $17.82M | 0.1% | -4.9% | 2.073% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 8,436 | $790K | 0.0% | N/A | 0.092% | |
| 2/13/2025 | Global Endowment Management LP | 526,475 | $49.30M | 6.3% | -3.7% | 5.735% | |
| 2/13/2025 | Mariner LLC | 2,181 | $204K | 0.0% | -67.1% | 0.024% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,780,333 | $353.99M | 0.0% | +3.6% | 41.180% | |
| 2/11/2025 | LPL Financial LLC | 13,571 | $1.27M | 0.0% | -9.0% | 0.148% | |
| 2/10/2025 | Corient Private Wealth LLC | 44,975 | $4.21M | 0.0% | N/A | 0.490% | |
| 2/7/2025 | HighTower Advisors LLC | 449,665 | $42.11M | 0.1% | -0.4% | 4.898% | |
| 2/4/2025 | Brown Financial Advisors | 18,888 | $1.77M | 0.7% | N/A | 0.206% | |
| 2/3/2025 | Sigma Planning Corp | 2,385 | $223K | 0.0% | +14.8% | 0.026% | |
| 2/3/2025 | Private Advisor Group LLC | 6,446 | $604K | 0.0% | +29.0% | 0.070% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
| 1/29/2025 | Alaska Wealth Advisors | 219,921 | $20.59M | 3.2% | +34.8% | 2.396% | |
| 1/29/2025 | Alaska Permanent Capital Management | 437,559 | $41.00M | 3.4% | +35.6% | 4.766% | |
| 1/29/2025 | Paladin Wealth LLC | 7,841 | $734K | 0.6% | N/A | 0.085% | |
| 1/28/2025 | Angeles Wealth Management LLC | 2,214 | $207K | 0.0% | -10.3% | 0.024% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 4,951 | $464K | 0.2% | -46.0% | 0.054% | |
| 1/21/2025 | Gradient Investments LLC | 283,716 | $26.57M | 0.5% | N/A | 3.091% | |
| 1/17/2025 | Peterson Wealth Advisors LLC | 5,098 | $480K | 0.1% | N/A | 0.056% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,649,408 | $368.26M | 0.0% | -4.9% | 39.754% | |
| 11/25/2024 | Sanctuary Advisors LLC | 2,214 | $222K | 0.0% | -23.7% | 0.024% | |
| 11/15/2024 | HighTower Advisors LLC | 451,634 | $45.58M | 0.1% | -2.4% | 4.920% | |
| 11/4/2024 | Alaska Permanent Capital Management | 322,674 | $32.55M | 2.6% | +0.2% | 3.515% | |
| 11/4/2024 | Alaska Wealth Advisors | 163,203 | $16.47M | 2.5% | -2.9% | 1.778% | |
| 11/4/2024 | Sigma Planning Corp | 2,078 | $210K | 0.0% | N/A | 0.023% | |
| 10/29/2024 | Angeles Wealth Management LLC | 2,469 | $249K | 0.0% | +79.0% | 0.027% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 9,166 | $925K | 0.5% | -75.3% | 0.100% | |
| 10/8/2024 | Atomi Financial Group Inc. | 3,997 | $403K | 0.0% | -15.5% | 0.044% | |
| 10/3/2024 | Rockland Trust Co. | 2,198 | $222K | 0.0% | N/A | 0.024% | |
| 9/5/2024 | Sanctuary Advisors LLC | 2,901 | $240K | 0.0% | N/A | 0.032% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 66,124 | $5.80M | 0.0% | +3.9% | 0.720% | |
| 8/7/2024 | Angeles Wealth Management LLC | 1,379 | $121K | 0.0% | -40.0% | 0.015% | |
| 8/2/2024 | University of Texas Texas AM Investment Management Co. | 2,449,634 | $214.88M | 41.9% | -2.5% | 26.684% | |
| 7/26/2024 | Atomi Financial Group Inc. | 4,732 | $415K | 0.0% | -51.9% | 0.052% | |
| 7/22/2024 | Alaska Wealth Advisors | 167,994 | $14.74M | 2.3% | +0.5% | 1.830% | |
| 7/16/2024 | Fortress Wealth Management Inc. | 37,093 | $3.25M | 1.7% | +5.7% | 0.404% | |
| 7/8/2024 | Versant Capital Management Inc | 1,153 | $101K | 0.0% | -33.7% | 0.013% | |
| 5/17/2024 | Comerica Bank | 654 | $58K | 0.0% | +1,823.5% | 0.007% | |
| 5/9/2024 | Angeles Wealth Management LLC | 2,298 | $203K | 0.0% | +66.6% | 0.025% | |
| 5/7/2024 | Atomi Financial Group Inc. | 9,834 | $870K | 0.1% | +2.2% | 0.107% | |
| 5/1/2024 | Private Advisor Group LLC | 5,021 | $444K | 0.0% | +4.0% | 0.054% | |
| 4/30/2024 | University of Texas Texas AM Investment Managment Co. | 2,512,433 | $222.30M | 92.3% | +2.4% | 27.220% | |
| 2/28/2024 | University of Texas Texas AM Investment Managment Co. | 2,454,017 | $219.27M | 90.4% | -7.4% | 27.982% | |
| 2/26/2024 | Integrated Advisors Network LLC | 2,360 | $211K | 0.0% | -43.6% | 0.027% | |
| 2/13/2024 | Angeles Wealth Management LLC | 1,379 | $123K | 0.0% | N/A | 0.016% | |
| 2/12/2024 | Global Endowment Management LP | 628,283 | $56.14M | 6.3% | -6.0% | 7.164% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 32,797 | $2.93M | 1.6% | N/A | 0.374% | |
| 2/9/2024 | Assetmark Inc. | 356 | $32K | 0.0% | +17,700.0% | 0.004% | |
| 2/8/2024 | Horizon Family Wealth Inc. | 3,500 | $313K | 0.3% | -18.2% | 0.040% | |
| 2/7/2024 | Endowment Wealth Management Inc. | 2,394 | $214K | 0.2% | N/A | 0.027% | |
| 2/6/2024 | Private Advisor Group LLC | 4,830 | $432K | 0.0% | +50.0% | 0.055% | |
| 1/16/2024 | Alaska Wealth Advisors | 164,714 | $14.72M | 2.5% | +5.2% | 1.878% | |
| 1/16/2024 | Alaska Permanent Capital Management | 410,172 | $36.63M | 3.0% | +0.9% | 4.677% | |
| 1/11/2024 | Rockland Trust Co. | 2,438 | $218K | 0.0% | -37.9% | 0.028% | |
| 1/9/2024 | Versant Capital Management Inc | 1,823 | $163K | 0.0% | -27.7% | 0.021% | |
| 11/15/2023 | JPMorgan Chase & Co. | 3,948,560 | $307.12M | 0.0% | +2.9% | 45.023% | |
| 11/13/2023 | Mariner LLC | 10,402 | $809K | 0.0% | N/A | 0.119% | |
| 11/13/2023 | LPL Financial LLC | 61,203 | $4.76M | 0.0% | N/A | 0.698% | |
| 11/9/2023 | University of Texas Texas AM Investment Managment Co. | 2,649,388 | $206.07M | 91.3% | +3.5% | 30.210% | |
| 11/8/2023 | HighTower Advisors LLC | 343,823 | $26.75M | 0.0% | -2.1% | 3.920% | |
| 10/31/2023 | Alaska Permanent Capital Management | 406,406 | $31.60M | 2.8% | +10.9% | 4.634% | |
| 10/31/2023 | Alaska Wealth Advisors | 156,508 | $12.17M | 1.9% | +6.8% | 1.785% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
| 10/26/2023 | Rockland Trust Co. | 3,927 | $305K | 0.0% | -47.5% | 0.045% | |
| 10/24/2023 | IAG Wealth Partners LLC | 13,363 | $1.04M | 0.3% | +3.6% | 0.152% | |
| 8/11/2023 | Horizon Family Wealth Inc. | 4,277 | $361K | 0.3% | -3.7% | 0.049% | |
| 8/11/2023 | JPMorgan Chase & Co. | 3,837,890 | $324.03M | 0.0% | -0.1% | 43.762% | |
| 8/10/2023 | IAG Wealth Partners LLC | 12,903 | $1.09M | 0.3% | +16.6% | 0.147% | |
| 8/10/2023 | Private Advisor Group LLC | 3,155 | $266K | 0.0% | N/A | 0.036% | |
| 8/4/2023 | University of Texas Texas AM Investment Managment Co. | 2,560,948 | $216.22M | 83.6% | -3.5% | 29.201% | |
| 7/28/2023 | Alaska Wealth Advisors | 146,576 | $12.38M | 2.0% | -30.5% | 1.632% | |
| 7/28/2023 | Alaska Permanent Capital Management | 366,445 | $30.94M | 2.6% | -25.5% | 4.081% | |
| 7/27/2023 | Rockland Trust Co. | 7,477 | $631K | 0.0% | -11.4% | 0.083% | |
Free BBRE Stock Alerts