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

Forefront 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
2022 Q2	–	Sell	-30,275	Closed	-$3.22M	–	49
2022 Q1	$3.22M	Sell	30,275 -457	-1%	-$47.1K	3.19%	14
2021 Q4	$3.41M	Buy	+30,732	New	+$3.21M	3.26%	11

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

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

GEM

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

APCM

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

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

AWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Forefront Wealth Management's BBRE Position: Q2 2022 in Review

Forefront Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2022, closing a stake of 30,275 shares — an estimated $3.22M sold.

Forefront Wealth Management first reported a position in BBRE in Q4 2021 and held it in 2 quarters. The position peaked at $3.41M in Q4 2021. 40 funds tracked by Wall St. Rank hold BBRE as of Q2 2022.

Forefront Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2022 after selling out during the quarter.
Forefront Wealth Management sold 30,275 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2022, an estimated $3.22M.
Forefront Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2021 and held it in 2 quarters.
Forefront Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $3.41M in Q4 2021.
40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2022.

Based on Forefront Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.