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JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

JPMorgan BetaBuilders MSCI US REIT ETF logo
$99.46 +0.38 (+0.38%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$99.48 +0.03 (+0.03%)
As of 10/2/2026 07:30 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$165.68M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.09M
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BBRE Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.5,118$549K0.0%N/A0.053%
9/23/2026Envestnet Portfolio Solutions Inc.14,001$1.50M0.0%N/A0.144%
9/9/2026Integrated Wealth Concepts LLC179,189$19.22M0.1%N/A1.842%
9/2/2026Citadel Advisors LLC4,387$471K0.0%-75.3%0.045%
8/27/2026Corient Private Wealth LP25,387$2.72M0.0%-7.8%0.261%
8/22/2026Concurrent Investment Advisors LLC160,179$16.69M0.1%+14.2%1.646%
8/21/2026Mason & Associates Inc247,077$26.50M4.2%N/A2.539%
8/21/2026High Net Worth Advisory Group LLC12,468$1.34M0.3%N/A0.128%
8/21/2026Andina Capital Management LLC11,324$1.22M2.0%N/A0.116%
8/21/2026MBA Advisors LLC133,585$14.33M4.7%N/A1.373%
8/21/2026Tsfg LLC15,598$1.67M0.2%N/A0.160%
8/21/2026Clarus Wealth Advisors129,822$13.93M5.1%N/A1.334%
8/21/2026Banco de Sabadell S.A1,796$193K0.1%N/A0.018%
8/21/2026Acorn Wealth Advisors LLC8,124$871K0.2%N/A0.083%
8/21/2026Keeler Thomas Management LLC7,666$822K0.3%N/A0.079%
8/21/2026Triumph Capital Management1,056$113K0.0%N/A0.011%
8/20/2026Cooper Haims Advisors LLC6,795$729K0.3%N/A0.070%
8/20/2026BTG Pactual Asset Management US LLC7,780$835K0.0%N/A0.080%
5/19/2026Bank of America Corp DE371,144$35.52M0.0%-1.6%3.814%
5/4/2026Bleakley Financial Group LLC282,087$26.99M0.4%+802.1%2.899%
5/1/2026Fifth Third Bancorp967$93K0.0%+383.5%0.010%
4/27/2026Private Advisor Group LLC6,469$619K0.0%-13.8%0.066%
4/24/2026Alaska Wealth Advisors LLC286,209$27.39M3.3%+3.6%2.942%
4/24/2026Alaska Permanent Capital Management LLC506,997$48.53M3.4%+2.7%5.211%
4/17/2026IFC & Insurance Marketing Inc.5,884$563K0.6%-75.9%0.060%
3/9/2026Corient Private Wealth LLC28,451$2.63M0.0%-26.5%0.292%
2/19/2026Compound Planning Inc.4,294$398K0.0%+16.1%0.044%
2/19/2026Corient Private Wealth LLC28,451$2.63M0.0%-26.5%0.292%
2/18/2026Mercer Global Advisors Inc. ADV6,662$617K0.0%+47.2%0.068%
2/17/2026University of Texas Texas AM Investment Management Co.2,723,289$252.15M35.6%+1.6%27.989%
2/16/2026Global Endowment Management LP502,455$46.52M5.8%+32.9%5.164%
2/16/2026Aptus Capital Advisors LLC604$56K0.0%+31.3%0.006%
2/16/2026Alaska Permanent Capital Management LLC493,847$45.65M3.5%-3.0%5.076%
2/12/2026Jane Street Group LLC34,588$3.20M0.0%N/A0.355%
2/12/2026Orion Porfolio Solutions LLC10,349$958K0.0%+8.0%0.106%
2/12/2026Financial Engines Advisors L.L.C.2,608$241K0.0%N/A0.027%
2/12/2026IFC & Insurance Marketing Inc.24,407$2.26M2.2%N/A0.251%
2/11/2026LPL Financial LLC16,737$1.55M0.0%+13.5%0.172%
2/11/2026JPMorgan Chase & Co.4,206,450$389.48M0.0%+1.6%43.232%
2/10/2026Goldman Sachs Group Inc.23,298$2.16M0.0%+30.1%0.239%
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2/10/2026Northwestern Mutual Wealth Management Co.117,730$10.90M0.0%+5.4%1.210%
2/9/2026Bleakley Financial Group LLC31,271$2.90M0.1%N/A0.321%
2/6/2026HighTower Advisors LLC551,572$51.07M0.1%-0.6%5.669%
2/3/2026Baker Boyer National Bank3,026$280K0.1%N/A0.031%
1/30/2026Sigma Planning Corp3,562$330K0.0%+8.1%0.037%
1/29/2026Comerica Bank767$71K0.0%+100.8%0.008%
1/23/2026Farther Finance Advisors LLC2,561$237K0.0%+450.8%0.026%
11/25/2025KERR FINANCIAL PLANNING Corp1,225$115K0.2%N/A0.013%
11/17/2025Susquehanna International Group LLP27,319$2.61M0.0%N/A0.281%
11/17/2025Northwestern Mutual Wealth Management Co.111,686$10.66M0.0%+5.5%1.148%
11/17/2025Mercer Global Advisors Inc. ADV4,525$432K0.0%+60.3%0.047%
11/17/2025Flow Traders U.S. LLC25,701$2.45M0.1%N/A0.264%
11/17/2025Citadel Advisors LLC2,874$274K0.0%-54.8%0.030%
11/17/2025Bank of America Corp DE352,820$33.69M0.0%+6.6%3.626%
11/14/2025Tower Research Capital LLC TRC 4,993$477K0.0%+2,396.5%0.051%
11/13/2025Global Endowment Management LP378,027$36.09M4.5%-2.9%3.885%
11/13/2025UBS Group AG28,972$2.77M0.0%-12.7%0.298%
11/12/2025Orion Porfolio Solutions LLC9,582$915K0.0%+23.9%0.098%
11/7/2025Signet Financial Management LLC2,961$283K0.0%-13.3%0.030%
11/7/2025JPMorgan Chase & Co.4,140,848$395.37M0.0%+1.8%42.558%
11/7/2025HighTower Advisors LLC554,960$52.99M0.1%+2.2%5.704%
11/4/2025Mutual Advisors LLC3,168$306K0.0%-57.0%0.033%
10/31/2025Alaska Permanent Capital Management LLC508,892$48.60M3.6%+3.7%5.230%
10/31/2025Alaska Wealth Advisors266,405$25.44M3.3%+10.9%2.738%
10/16/2025Fortress Wealth Management Inc.2,117$202K0.1%-34.8%0.022%
10/9/2025Peterson Wealth Advisors LLC4,532$428K0.1%-4.6%0.047%
9/26/2025Corient Private Wealth LLC42,230$3.89M0.0%-6.2%0.434%
9/4/2025Osaic Holdings Inc.2,438$225K0.0%+66.4%0.025%
8/27/2025Orion Porfolio Solutions LLC7,732$712K0.0%N/A0.079%
8/19/2025Newbridge Financial Services Group Inc.3,759$346K0.1%N/A0.039%
8/15/2025Corient Private Wealth LLC42,229$3.89M0.0%-6.2%0.434%
8/15/2025Orion Porfolio Solutions LLC7,732$712K0.0%N/A0.079%
8/15/2025Bank of America Corp DE330,993$30.49M0.0%+9.0%3.402%
8/14/2025Raymond James Financial Inc.1,015$93K0.0%N/A0.010%
8/13/2025Northwestern Mutual Wealth Management Co.105,817$9.75M0.0%+8.9%1.088%
8/12/2025JPMorgan Chase & Co.4,066,365$374.55M0.0%+8.7%41.792%
8/5/20255T Wealth LLC2,406$222K0.1%N/A0.025%
7/31/2025University of Texas Texas AM Investment Management Co.2,584,286$238.04M37.4%+4.3%26.560%
7/29/2025Alaska Permanent Capital Management LLC490,933$45.22M3.5%+3.1%5.046%
7/29/2025Alaska Wealth Advisors240,141$22.12M3.2%+3.6%2.468%
7/28/2025Mutual Advisors LLC7,368$691K0.0%N/A0.076%
7/15/2025Signet Financial Management LLC3,417$315K0.0%-28.3%0.035%
7/10/2025Fortress Wealth Management Inc.3,247$299K0.1%-3.3%0.033%
7/7/2025Peterson Wealth Advisors LLC4,749$437K0.1%-2.4%0.049%
5/16/2025Goldman Sachs Group Inc.28,924$2.72M0.0%+112.5%0.297%
5/14/2025Comerica Bank1,024$96K0.0%+18.0%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.97,138$9.13M0.0%+8.7%1.007%
5/13/2025Global Endowment Management LP463,443$43.57M5.7%-12.0%4.803%
5/13/2025HighTower Advisors LLC426,970$40.14M0.1%-5.0%4.425%
5/12/2025JPMorgan Chase & Co.3,742,255$351.81M0.0%-1.0%38.780%
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5/7/2025University of Texas Texas AM Investment Management Co.2,478,736$233.03M39.9%+4.2%25.686%
5/7/2025LPL Financial LLC14,942$1.41M0.0%+10.1%0.155%
5/7/2025Angeles Wealth Management LLC1,090$102K0.0%-50.8%0.011%
5/5/2025Private Advisor Group LLC8,697$818K0.0%+34.9%0.090%
5/2/2025Fortress Wealth Management Inc.3,359$316K0.2%-32.2%0.035%
5/2/2025Sigma Planning Corp2,911$274K0.0%+22.1%0.030%
5/1/2025Alaska Permanent Capital Management LLC475,983$44.78M3.8%+8.8%4.932%
5/1/2025Alaska Wealth Advisors231,686$21.78M3.4%+5.3%2.401%
4/30/2025Peterson Wealth Advisors LLC4,868$458K0.1%-4.5%0.050%
4/15/2025Signet Financial Management LLC4,766$448K0.1%-3.5%0.050%


BBRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 institutional investors and hedge funds held shares of JPMorgan BetaBuilders MSCI US REIT ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($389.48M), University of Texas Texas AM Investment Management Co. ($252.15M), HighTower Advisors LLC ($51.07M), Alaska Permanent Capital Management LLC ($48.53M), Global Endowment Management LP ($46.52M), Alaska Permanent Capital Management ($41.00M), and Bank of America Corp DE ($35.52M).Learn more on JPMorgan BetaBuilders MSCI US REIT ETF's institutional investors.

Of the 59 institutional investors that purchased JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($595.12K), University of Texas Texas AM Investment Management Co. ($360.34K), Gradient Investments LLC ($283.72K), Bleakley Financial Group LLC ($282.09K), Mason & Associates Inc ($247.08K), Integrated Wealth Concepts LLC ($179.19K), and MBA Advisors LLC ($133.59K).

Institutional investors have bought a total of 1,646,355 shares in the last 24 months. This purchase volume represents approximately $165.68M in transactions.

Of the 14 institutional investors that sold JPMorgan BetaBuilders MSCI US REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($20.51K), IFC & Insurance Marketing Inc. ($18.52K), Citadel Advisors LLC ($16.86K), Alaska Permanent Capital Management LLC ($15.05K), Global Endowment Management LP ($11.18K), Bank of America Corp DE ($5.93K), and UBS Group AG ($4.23K).

Institutional investors have sold a total of 104,865 shares in the last 24 months. This volume of shares sold represents approximately $10.09M in transactions.


Related Companies

Institutional ownership data for BATS:BBRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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