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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 462 M -USD 16.5 M -158,436 -4%
University of Texas/Texas AM Investment Management Co (UTIMCO)
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 257 M -USD 21.9 M -210,577 -8%
Charles Schwab
3
Charles Schwab
California
USD 133 M +USD 129 M +1,236,240 Nuevas
Alaska Permanent Capital Management
4
Alaska Permanent Capital Management
Alaska
USD 52.6 M -USD 1.8 M -17,297 -3%
Global Endowment Management
5
Global Endowment Management
North Carolina
USD 45.8 M -USD 965 k -9,275 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 41.1 M -USD 875 k -8,405 -2%
Bank of America
7
Bank of America
North Carolina
USD 39.5 M -USD 257 k -2,467 -0.7%
Bleakley Financial Group
8
Bleakley Financial Group
New Jersey
USD 32.2 M +USD 1.84 M +17,647 +6%
Alaska Wealth Advisors
9
Alaska Wealth Advisors
Alaska
USD 30.3 M -USD 403 k -3,877 -1%
Concurrent Investment Advisors
10
Concurrent Investment Advisors
Florida
USD 15.7 M +USD 622 k +5,978 +4%
Morgan Stanley
11
Morgan Stanley
New York
USD 15.7 M +USD 1.72 M +16,554 +13%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
USD 14.5 M +USD 999 k +9,604 +8%
Ameriprise
13
Ameriprise
Minnesota
USD 2.89 M +USD 2.8 M +26,907 Nuevas
LPL Financial
14
LPL Financial
California
USD 2.88 M +USD 961 k +9,238 +53%
Corient Private Wealth
15
Corient Private Wealth
Florida
USD 2.72 M -USD 224 k -2,155 -8%
Goldman Sachs
16
Goldman Sachs
New York
USD 2.56 M +USD 802 k +7,702 +48%
UBS Group
17
UBS Group
Switzerland
USD 1.06 M +USD 904 k +8,683 +724%
Private Advisor Group
18
Private Advisor Group
New Jersey
USD 905 k +USD 205 k +1,971 +30%
Raymond James Financial
19
Raymond James Financial
Florida
USD 875 k +USD 522 k +5,020 +160%
IIM
20
IFC & Insurance Marketing
California
USD 634 k +USD 2.71 k +26 +0.4%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
USD 535 k +USD 519 k +4,987 Nuevas
Citadel Advisors
22
Citadel Advisors
Florida
USD 471 k -USD 1.39 M -13,369 -75%
Peterson Wealth Advisors
23
Peterson Wealth Advisors
Utah
USD 449 k +USD 6.76 k +65 +2%
Gladstone Institutional Advisory
24
Gladstone Institutional Advisory
Florida
USD 341 k +USD 79.9 k +768 +32%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
USD 261 k – – –
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