Global Retirement Partners’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Global Retirement Partners’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 Q2	–	Sell	-25	Closed	-$2.23K	–	3557
2024 Q1	$2.23K	Hold	25	–	–	﹤0.01%	2707
2023 Q4	$2.21K	Buy	+25	New	+$2.01K	﹤0.01%	2632

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Retirement Partners's BBRE Position: Q2 2024 in Review

Global Retirement Partners sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2024, closing a stake of 25 shares — an estimated $2.23K sold.

Global Retirement Partners first reported a position in BBRE in Q4 2023 and held it in 2 quarters. The position peaked at $2.23K in Q1 2024. 42 funds tracked by Wall St. Rank hold BBRE as of Q2 2024.

Global Retirement Partners reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 25 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2024, an estimated $2.23K.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2023 and held it in 2 quarters.
Global Retirement Partners's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.23K in Q1 2024.
42 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.