Jones Financial Companies
BBRE icon

Jones Financial Companies’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Jones Financial Companies’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 		$765 Buy
+7
New +$728 ﹤0.01% 4664

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GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
HighTower Advisors
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Bank of America
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

Jones Financial Companies's BBRE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026: 7 shares worth $765. The stake represents ﹤0.01% of the portfolio and ranks #4664 among its holdings.

55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Jones Financial Companies held 7 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $765 as of Q2 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF was a new Jones Financial Companies position in Q2 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4664 holding.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.