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

LPL Financial’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	$2.88M	Buy	26,825 +9,238	+53%	+$961K	﹤0.01%	3345
2026 Q1	$1.68M	Buy	17,587 +850	+5%	+$82.8K	﹤0.01%	3675
2025 Q4	$1.55M	Buy	16,737 +1,986	+13%	+$187K	﹤0.01%	3629
2025 Q3	$1.41M	Buy	14,751 +1,335	+10%	+$125K	﹤0.01%	3655
2025 Q2	$1.24M	Sell	13,416 -1,526	-10%	-$140K	﹤0.01%	3558
2025 Q1	$1.4M	Buy	14,942 +1,371	+10%	+$130K	﹤0.01%	3259
2024 Q4	$1.27M	Sell	13,571 -1,338	-9%	-$132K	﹤0.01%	3287
2024 Q3	$1.5M	Buy	14,909 +10,104	+210%	+$965K	﹤0.01%	3005
2024 Q2	$421K	Sell	4,805 -59,315	-93%	-$5.05M	﹤0.01%	4008
2024 Q1	$5.67M	Buy	64,120 +2,725	+4%	+$238K	﹤0.01%	1683
2023 Q4	$5.49M	Buy	61,395 +192	+0.3%	+$15.5K	﹤0.01%	1630
2023 Q3	$4.76M	Buy	+61,203	New	+$5.14M	﹤0.01%	1628
2020 Q3	–	Sell	-5,261	Closed	-$375K	–	3556
2020 Q2	$375K	Buy	+5,261	New	+$363K	﹤0.01%	2655

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LPL Financial's BBRE Position: Q2 2026 in Review

LPL Financial increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 53% in Q2 2026, buying an estimated $961K and bringing the position to 26,825 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

LPL Financial first reported a position in BBRE in Q2 2020 and has held it in 13 quarters since. The position peaked at $5.67M in Q1 2024. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

LPL Financial held 26,825 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $2.88M as of Q2 2026.
LPL Financial bought 9,238 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $961K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3345 holding.
LPL Financial first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and has held it in 13 quarters since.
LPL Financial's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $5.67M in Q1 2024.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.