JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

$82.58
-0.49 (-0.59%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$55.44M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$47.54M
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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
2/28/2024University of Texas Texas AM Investment Managment Co.2,454,017$219.27M90.4%-7.4%27.982%
2/26/2024Integrated 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%
7/14/2023Integrated 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%
5/9/2023Tower Research Capital LLC TRC13,298$1.10M0.0%+17.6%0.148%
5/8/2023Integrated Advisors Network LLC14,283$1.18M0.1%+226.1%0.159%
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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%
4/24/2023Penserra 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%
2/9/2023HighTower Advisors LLC302,990$24.74M0.1%+6.8%0.000%
2/8/2023 IAG Wealth Partners LLC10,661$870K0.3%+19.8%0.000%
2/7/2023Commonwealth Equity Services LLC6,095$497K0.0%-19.2%0.000%
2/7/2023Horizon Family Wealth Inc.4,759$388K0.4%-56.6%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC400$33K0.0%N/A0.000%
2/2/2023Integrated Advisors Network LLC4,380$357K0.0%-76.3%0.000%
2/1/2023 Alaska Permanent Capital Management426,255$34.78M3.6%-1.9%0.000%
2/1/2023 Alaska Wealth Advisors179,685$14.66M2.6%+3.0%0.000%
1/24/2023 Rockland Trust Co.8,480$692K0.0%+43.4%0.000%
1/12/2023Mutual Advisors LLC2,746$224K0.0%N/A0.000%
11/16/2022CreativeOne Wealth LLC18,933$1.48M0.1%+6.9%0.000%
11/15/2022University of Texas Texas AM Investment Managment Co.2,708,621$212.25M79.5%+24.5%0.000%
11/10/2022Tower Research Capital LLC TRC2,951$231K0.0%+1,001.1%0.000%
11/8/2022Integrated Advisors Network LLC18,500$1.45M0.1%-12.9%0.000%
11/2/2022Victory Capital Management Inc.299,292$23.45M0.0%+490.4%0.000%
10/26/2022 IAG Wealth Partners LLC8,897$697K0.2%-12.5%0.000%
10/24/2022 APCM Wealth Management for Individuals174,405$13.67M2.7%+3.5%0.000%
10/24/2022 Alaska Permanent Capital Management434,456$34.04M3.6%-1.3%0.000%
10/19/2022 Rockland Trust Co.5,912$463K0.0%-4.9%0.000%
8/13/2022Flow Traders U.S. LLC41,229$3.62M0.2%N/A0.000%
8/12/2022Integrated Advisors Network LLC21,250$1.87M0.1%+4.9%0.000%
8/12/2022Global Endowment Management LP531,890$46.72M4.1%+27.4%0.000%
8/11/2022JPMorgan Chase & Co.6,480,802$569.21M0.1%-10.2%0.000%
8/8/2022Integrated Wealth Concepts LLC10,330$907K0.0%+9.8%0.000%
8/5/2022OLD Mission Capital LLC3,591$315K0.0%-37.3%0.000%
8/5/2022Horizon Family Wealth Inc.10,937$961K1.1%-4.1%0.000%
8/4/2022University of Texas Texas AM Investment Managment Co.2,175,631$191.09M82.7%+52.9%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.1,420$125K0.0%+8.1%0.000%
8/3/2022 IAG Wealth Partners LLC10,170$893K0.3%N/A0.000%
8/1/2022Victory Capital Management Inc.50,694$4.45M0.0%-53.3%0.000%
7/19/2022Commonwealth Equity Services LLC6,725$590K0.0%N/A0.000%
7/15/2022 APCM Wealth Management for Individuals168,448$14.80M3.0%-0.9%0.000%
7/15/2022 Alaska Permanent Capital Management440,337$38.67M3.9%-7.4%0.000%
7/13/2022 Rockland Trust Co.6,217$546K0.0%-16.2%0.000%
6/2/2022Mirae Asset Global Investments Co. Ltd.39,700$4.22M0.0%-81.3%0.000%
5/13/2022Global Endowment Management LP417,390$44.41M3.2%+4.8%0.000%
5/12/2022Integrated Wealth Concepts LLC9,409$1.00M0.0%-13.8%0.000%
5/12/2022HighTower Advisors LLC386,953$41.17M0.1%-0.4%0.000%
5/11/202255I LLC4,020$428K0.0%-66.0%0.000%
5/11/2022JPMorgan Chase & Co.7,216,054$767.79M0.1%-24.7%0.000%
5/10/2022Mirae Asset Global Investments Co. Ltd.39,700$4.22M0.0%-81.3%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.1,313$140K0.0%+19.1%0.000%
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5/9/2022Forefront Wealth Management Inc.30,275$3.22M3.2%-1.5%0.000%
5/6/2022University of Texas Texas AM Investment Managment Co.1,422,838$151.39M78.0%+64.7%0.000%
5/6/2022Horizon Family Wealth Inc.11,399$1.21M1.2%-1.0%0.000%
5/3/2022Harel Insurance Investments & Financial Services Ltd.310$33K0.0%N/A0.000%
5/2/2022Integrated Advisors Network LLC20,255$2.16M0.1%+81.7%0.000%
4/18/2022 Rockland Trust Co.7,416$789K0.1%-4.4%0.000%
4/18/2022AE Wealth Management LLC3,910$416K0.0%N/A0.000%
4/11/2022 Sound Income Strategies LLC489$52K0.0%-43.3%0.000%
4/11/2022 APCM Wealth Management for Individuals169,971$18.09M3.3%-1.4%0.000%
4/8/2022 Alaska Permanent Capital Management475,378$50.58M4.4%-6.1%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, 35 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($307.12M), University of Texas Texas AM Investment Managment Co. ($219.27M), Global Endowment Management LP ($56.14M), Alaska Permanent Capital Management ($36.63M), HighTower Advisors LLC ($26.75M), Victory Capital Management Inc. ($23.45M), and Alaska Wealth Advisors ($14.72M).Learn more on BBRE's institutional investors.

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

Of the 30 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: University of Texas Texas AM Investment Managment Co. ($2.05M), Victory Capital Management Inc. ($248.60K), Global Endowment Management LP ($195.43K), JPMorgan Chase & Co. ($110.67K), Alaska Permanent Capital Management ($109.31K), HighTower Advisors LLC ($73.88K), 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 3,065,505 shares in the last 24 months. This purchase volume represents approximately $267.51M in transactions.

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

Of the 19 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: JPMorgan Chase & Co. ($3.13M), Mirae Asset Global Investments Co. Ltd. ($346K), University of Texas Texas AM Investment Managment Co. ($289.12K), Alaska Permanent Capital Management ($174.52K), Alaska Wealth Advisors ($64.38K), Victory Capital Management Inc. ($57.96K), and Global Endowment Management LP ($40.36K).

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

Institutional investors have sold a total of 4,171,995 shares in the last 24 months. This volume of shares sold represents approximately $415.74M in transactions.


This page (BATS:BBRE) was last updated on 4/25/2024 by MarketBeat.com Staff

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