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 Q2	–	Sell	-3,026	Closed	-$290K	–	96
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 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

Baker Boyer National Bank's BBRE Position: Q2 2026 in Review

Baker Boyer National Bank sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 3,026 shares — an estimated $290K sold.

Baker Boyer National Bank first reported a position in BBRE in Q4 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Baker Boyer National Bank reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
Baker Boyer National Bank sold 3,026 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $290K.
Baker Boyer National Bank first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and held it in 2 quarters.
Baker Boyer National Bank's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $290K in Q1 2026.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.