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Missouri Trust & Investment Company’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Missouri Trust & Investment Company’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
-61
Closed -$5.74K – 430
2025
Q1 		$5.74K Buy
+61
New +$5.78K ﹤0.01% 337

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APCM
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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 $923M AUM 19.5% 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

Missouri Trust & Investment Company's BBRE Position: Q2 2025 in Review

Missouri Trust & Investment Company sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2025, closing a stake of 61 shares — an estimated $5.74K sold.

Missouri Trust & Investment Company first reported a position in BBRE in Q1 2025 and held it in 1 quarter. The position peaked at $5.74K in Q1 2025. 56 funds tracked by Wall St. Rank hold BBRE as of Q2 2025.

  • Missouri Trust & Investment Company reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 61 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2025, an estimated $5.74K.
  • Missouri Trust & Investment Company first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Missouri Trust & Investment Company's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $5.74K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2025, filed 15 Jul 2025.