Endowment Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Endowment Wealth Management’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
2024 Q1	–	Sell	-2,394	Closed	-$214K	–	132
2023 Q4	$214K	Buy	+2,394	New	+$193K	0.18%	118

Other funds holding BBRE

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

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endowment Wealth Management's BBRE Position: Q1 2024 in Review

Endowment Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2024, closing a stake of 2,394 shares — an estimated $214K sold.

Endowment Wealth Management first reported a position in BBRE in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 41 funds tracked by Wall St. Rank hold BBRE as of Q1 2024.

Endowment Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2024 after selling out during the quarter.
Endowment Wealth Management sold 2,394 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2024, an estimated $214K.
Endowment Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2023 and held it in 1 quarter.
Endowment Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $214K in Q4 2023.
41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2024.

Based on Endowment Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.