JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) Institutional Ownership

$92.46

+1.39 (+1.53%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 14
Total Institutional Inflows (last 12 months): $35.49M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $47.07M

Get BBRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan BetaBuilders MSCI US REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

BBRE Institutional Buying and Selling by Quarter

Ad WealthPress

This TSLA short trade is on a nine win hot streak

Most Tesla Shareholders are disappointed in the stock's performance in 2024. Year to date, it's down 30%... And things don’t seem to be getting better. That said, one professional trader has found a way to turn Tesla’s demise into a flurry of opportunity… In fact, he has not lost a single trade on Tesla this year. As of this mailing he’s 9 for 9 with incredible wins under his belt. Just see for yourself.

But I can promise that you’ll see all the details for yourself here.

JPMorgan BetaBuilders MSCI US REIT ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
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.
5/7/2024	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%
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%
7/14/2023	Integrated Advisors Network LLC	4,183	$353K	0.0%	-70.7%	0.047%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
7/10/2023	Versant Capital Management Inc	2,448	$207K	0.1%	N/A	0.027%
5/22/2023	University of Texas Texas AM Investment Managment Co.	2,654,694	$220.05M	84.5%	+4.7%	29.562%
5/12/2023	GeoWealth Management LLC	7,061	$588K	0.1%	+4.9%	0.079%
5/12/2023	Global Endowment Management LP	593,824	$49.22M	5.2%	+3.9%	6.613%
5/12/2023	HighTower Advisors LLC	357,620	$29.64M	0.1%	+18.0%	3.982%
5/9/2023	Alaska Permanent Capital Management	491,838	$40.77M	3.7%	+15.4%	5.477%
5/9/2023	Alaska Wealth Advisors	210,952	$17.49M	2.9%	+17.4%	2.349%
5/9/2023	Tower Research Capital LLC TRC	13,298	$1.10M	0.0%	+17.6%	0.148%
5/8/2023	Integrated Advisors Network LLC	14,283	$1.18M	0.1%	+226.1%	0.159%
5/8/2023	Horizon Family Wealth Inc.	4,441	$368K	0.4%	-6.7%	0.049%
5/3/2023	Integrated Wealth Concepts LLC	4,647	$385K	0.0%	-18.5%	0.044%
4/25/2023	IAG Wealth Partners LLC	11,067	$917K	0.3%	+3.8%	0.105%
4/24/2023	Penserra Capital Management LLC	2,107	$174K	0.0%	N/A	0.020%
2/13/2023	Global Endowment Management LP	571,320	$46.62M	5.2%	+7.4%	0.000%
2/13/2023	Integrated Wealth Concepts LLC	5,703	$465K	0.0%	-32.5%	0.000%
2/13/2023	JPMorgan Chase & Co.	5,289,412	$431.62M	0.1%	-0.5%	0.000%
2/10/2023	Assetmark Inc.	1,109	$90K	0.0%	+2,540.5%	0.000%
2/9/2023	HighTower Advisors LLC	302,990	$24.74M	0.1%	+6.8%	0.000%
2/8/2023	IAG Wealth Partners LLC	10,661	$870K	0.3%	+19.8%	0.000%
2/7/2023	Commonwealth Equity Services LLC	6,095	$497K	0.0%	-19.2%	0.000%
2/7/2023	Horizon Family Wealth Inc.	4,759	$388K	0.4%	-56.6%	0.000%
2/3/2023	U.S. Capital Wealth Advisors LLC	400	$33K	0.0%	N/A	0.000%
2/2/2023	Integrated Advisors Network LLC	4,380	$357K	0.0%	-76.3%	0.000%
2/1/2023	Alaska Permanent Capital Management	426,255	$34.78M	3.6%	-1.9%	0.000%
2/1/2023	Alaska Wealth Advisors	179,685	$14.66M	2.6%	+3.0%	0.000%
1/24/2023	Rockland Trust Co.	8,480	$692K	0.0%	+43.4%	0.000%
1/12/2023	Mutual Advisors LLC	2,746	$224K	0.0%	N/A	0.000%
11/16/2022	CreativeOne Wealth LLC	18,933	$1.48M	0.1%	+6.9%	0.000%
11/15/2022	University of Texas Texas AM Investment Managment Co.	2,708,621	$212.25M	79.5%	+24.5%	0.000%
11/10/2022	Tower Research Capital LLC TRC	2,951	$231K	0.0%	+1,001.1%	0.000%
11/8/2022	Integrated Advisors Network LLC	18,500	$1.45M	0.1%	-12.9%	0.000%
11/2/2022	Victory Capital Management Inc.	299,292	$23.45M	0.0%	+490.4%	0.000%
10/26/2022	IAG Wealth Partners LLC	8,897	$697K	0.2%	-12.5%	0.000%
10/24/2022	APCM Wealth Management for Individuals	174,405	$13.67M	2.7%	+3.5%	0.000%
10/24/2022	Alaska Permanent Capital Management	434,456	$34.04M	3.6%	-1.3%	0.000%
10/19/2022	Rockland Trust Co.	5,912	$463K	0.0%	-4.9%	0.000%
8/13/2022	Flow Traders U.S. LLC	41,229	$3.62M	0.2%	N/A	0.000%
8/12/2022	Integrated Advisors Network LLC	21,250	$1.87M	0.1%	+4.9%	0.000%
8/12/2022	Global Endowment Management LP	531,890	$46.72M	4.1%	+27.4%	0.000%
8/11/2022	JPMorgan Chase & Co.	6,480,802	$569.21M	0.1%	-10.2%	0.000%
8/8/2022	Integrated Wealth Concepts LLC	10,330	$907K	0.0%	+9.8%	0.000%
8/5/2022	OLD Mission Capital LLC	3,591	$315K	0.0%	-37.3%	0.000%
8/5/2022	Horizon Family Wealth Inc.	10,937	$961K	1.1%	-4.1%	0.000%
8/4/2022	University of Texas Texas AM Investment Managment Co.	2,175,631	$191.09M	82.7%	+52.9%	0.000%
8/4/2022	Northwestern Mutual Wealth Management Co.	1,420	$125K	0.0%	+8.1%	0.000%
8/3/2022	IAG Wealth Partners LLC	10,170	$893K	0.3%	N/A	0.000%
8/1/2022	Victory Capital Management Inc.	50,694	$4.45M	0.0%	-53.3%	0.000%
7/19/2022	Commonwealth Equity Services LLC	6,725	$590K	0.0%	N/A	0.000%
7/15/2022	APCM Wealth Management for Individuals	168,448	$14.80M	3.0%	-0.9%	0.000%
7/15/2022	Alaska Permanent Capital Management	440,337	$38.67M	3.9%	-7.4%	0.000%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
7/13/2022	Rockland Trust Co.	6,217	$546K	0.0%	-16.2%	0.000%
6/2/2022	Mirae Asset Global Investments Co. Ltd.	39,700	$4.22M	0.0%	-81.3%	0.000%
5/13/2022	Global Endowment Management LP	417,390	$44.41M	3.2%	+4.8%	0.000%
5/12/2022	Integrated Wealth Concepts LLC	9,409	$1.00M	0.0%	-13.8%	0.000%
5/12/2022	HighTower Advisors LLC	386,953	$41.17M	0.1%	-0.4%	0.000%
5/11/2022	55I LLC	4,020	$428K	0.0%	-66.0%	0.000%
5/11/2022	JPMorgan Chase & Co.	7,216,054	$767.79M	0.1%	-24.7%	0.000%
5/10/2022	Mirae Asset Global Investments Co. Ltd.	39,700	$4.22M	0.0%	-81.3%	0.000%
5/9/2022	Northwestern Mutual Wealth Management Co.	1,313	$140K	0.0%	+19.1%	0.000%
5/9/2022	Forefront Wealth Management Inc.	30,275	$3.22M	3.2%	-1.5%	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, 33 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. ($222.30M), 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 ($14.74M).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. ($1.55M), Victory Capital Management Inc. ($248.60K), Global Endowment Management LP ($176.43K), 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 2,534,471 shares in the last 24 months. This purchase volume represents approximately $210.00M in transactions.

Which JPMorgan BetaBuilders MSCI US REIT ETF major shareholders have been selling company stock?: Of the 16 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. ($762.72K), University of Texas Texas AM Investment Managment Co. ($289.12K), Alaska Permanent Capital Management ($139.48K), Alaska Wealth Advisors ($64.38K), Victory Capital Management Inc. ($57.96K), Global Endowment Management LP ($40.36K), and Integrated Advisors Network LLC ($28.79K).
How much institutional selling is happening at JPMorgan BetaBuilders MSCI US REIT ETF?: Institutional investors have sold a total of 1,419,350 shares in the last 24 months. This volume of shares sold represents approximately $123.45M in transactions.