AmeriFlex Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

AmeriFlex Group’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.65K	Hold	34	–	–	﹤0.01%	1112
2026 Q1	$3.25K	Hold	34	–	–	﹤0.01%	899
2025 Q4	$3.15K	Sell	34 -34	-50%	-$3.2K	﹤0.01%	935
2025 Q3	$6.49K	Buy	68 +34	+100%	+$3.18K	﹤0.01%	864
2025 Q2	$3.11K	Hold	34	–	–	﹤0.01%	903
2025 Q1	$3.2K	Hold	34	–	–	﹤0.01%	1070
2024 Q4	$3.21K	Buy	+34	New	+$3.35K	﹤0.01%	975

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AmeriFlex Group's BBRE Position: Q2 2026 in Review

AmeriFlex Group held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 34 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

AmeriFlex Group first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.49K in Q3 2025. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

AmeriFlex Group held 34 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $3.65K as of Q2 2026.
AmeriFlex Group left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1112 holding.
AmeriFlex Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $6.49K in Q3 2025.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.