BBNB
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Baker Boyer National Bank’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Baker Boyer National Bank’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
Q1 		$290K Hold
3,026
– – 0.09% 71
2025
Q4 		$280K Buy
+3,026
New +$285K 0.08% 77

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Boyer National Bank's BBRE Position: Q1 2026 in Review

Baker Boyer National Bank held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q1 2026 at 3,026 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #71.

Baker Boyer National Bank first reported a position in BBRE in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

  • Baker Boyer National Bank held 3,026 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $290K as of Q1 2026.
  • Baker Boyer National Bank left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.09% of Baker Boyer National Bank's portfolio in Q1 2026, its #71 holding.
  • Baker Boyer National Bank first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Baker Boyer National Bank's 13F filing for Q1 2026, filed 28 Apr 2026.