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

Mattson Financial Services’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
2025
Q2 		– Sell
-12
Closed -$1.13K – 175
2025
Q1 		$1.13K Buy
+12
New +$1.14K ﹤0.01% 321

Other funds holding BBRE

JP Morgan Chase
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
HighTower Advisors
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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mattson Financial Services's BBRE Position: Q2 2025 in Review

Mattson Financial Services sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2025, closing a stake of 12 shares — an estimated $1.13K sold.

Mattson Financial Services first reported a position in BBRE in Q1 2025 and held it in 1 quarter. The position peaked at $1.13K in Q1 2025. 56 funds tracked by Wall St. Rank hold BBRE as of Q2 2025.

  • Mattson Financial Services reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 12 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2025, an estimated $1.13K.
  • Mattson Financial Services first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.13K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.