JP Morgan Chase
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JP Morgan Chase’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

JP Morgan Chase’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 		$462M Sell
4,232,900
-158,436
-4% -$16.5M 0.03% 473
2026
Q1 		$414M Buy
4,391,336
+184,886
+4% +$18M 0.03% 459
2025
Q4 		$389M Buy
4,206,450
+65,602
+2% +$6.18M 0.02% 469
2025
Q3 		$395M Buy
4,140,848
+74,483
+2% +$6.96M 0.02% 475
2025
Q2 		$375M Buy
4,066,365
+324,110
+9% +$29.7M 0.02% 485
2025
Q1 		$352M Sell
3,742,255
-38,078
-1% -$3.61M 0.03% 482
2024
Q4 		$354M Buy
3,780,333
+130,925
+4% +$12.9M 0.03% 473
2024
Q3 		$368M Sell
3,649,408
-188,529
-5% -$18M 0.03% 477
2024
Q2 		$337M Buy
3,837,937
+201,712
+6% +$17.2M 0.03% 463
2024
Q1 		$322M Buy
3,636,225
+48,729
+1% +$4.25M 0.03% 502
2023
Q4 		$321M Sell
3,587,496
-361,064
-9% -$29.1M 0.03% 468
2023
Q3 		$307M Buy
3,948,560
+110,670
+3% +$9.29M 0.03% 429
2023
Q2 		$324M Sell
3,837,890
-2,354
-0.1% -$194K 0.04% 419
2023
Q1 		$318M Sell
3,840,244
-1,449,168
-27% -$124M 0.04% 398
2022
Q4 		$432M Sell
5,289,412
-25,109
-0.5% -$2.05M 0.06% 321
2022
Q3 		$416M Sell
5,314,521
-1,166,281
-18% -$105M 0.06% 312
2022
Q2 		$569M Sell
6,480,802
-735,252
-10% -$71M 0.08% 246
2022
Q1 		$768M Sell
7,216,054
-2,363,115
-25% -$243M 0.09% 221
2021
Q4 		$1.06B Sell
9,579,169
-625,614
-6% -$65.4M 0.12% 187
2021
Q3 		$981M Sell
10,204,783
-1,996,945
-16% -$200M 0.12% 188
2021
Q2 		$1.17B Buy
12,201,728
+177,762
+1% +$16.6M 0.14% 170
2021
Q1 		$1.03B Buy
12,023,966
+2,605,128
+28% +$214M 0.14% 168
2020
Q4 		$746M Buy
9,418,838
+930,022
+11% +$71.2M 0.11% 198
2020
Q3 		$610M Sell
8,488,816
-801,085
-9% -$58.6M 0.1% 205
2020
Q2 		$663M Sell
9,289,901
-536,590
-5% -$37M 0.13% 177
2020
Q1 		$634M Buy
9,826,491
+358,076
+4% +$29.8M 0.15% 154
2019
Q4 		$840M Buy
9,468,415
+5,171,822
+120% +$462M 0.16% 138
2019
Q3 		$387M Buy
4,296,593
+1,329,796
+45% +$116M 0.08% 275
2019
Q2 		$248M Buy
2,966,797
+2,091,246
+239% +$176M 0.05% 379
2019
Q1 		$73.2M Sell
875,551
-17,258
-2% -$1.38M 0.01% 777
2018
Q4 		$64.3M Buy
892,809
+242,309
+37% +$18.5M 0.01% 797
2018
Q3 		$50.2M Hold
650,500
– – 0.01% 1016
2018
Q2 		$50.5M Buy
+650,500
New +$50.1M 0.01% 960

Other funds holding BBRE

UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return
Charles Schwab
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's BBRE Position: Q2 2026 in Review

JP Morgan Chase reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 3.6% in Q2 2026, selling an estimated $16.5M and leaving 4,232,900 shares worth $462M. The position accounts for 0.03% of the portfolio, ranked #473.

JP Morgan Chase first reported a position in BBRE in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.17B in Q2 2021. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • JP Morgan Chase held 4,232,900 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $462M as of Q2 2026.
  • JP Morgan Chase sold 158,436 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $16.5M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #473 holding.
  • JP Morgan Chase first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2018 and has held it in 33 quarters since.
  • JP Morgan Chase's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.17B in Q2 2021.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.