Mutual Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Mutual Advisors’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	–	Sell	-3,215	Closed	-$308K	–	1399
2026 Q1	$308K	Buy	3,215 +9	+0.3%	+$876	0.01%	1116
2025 Q4	$297K	Buy	3,206 +38	+1%	+$3.58K	0.01%	1096
2025 Q3	$306K	Sell	3,168 -4,200	-57%	-$393K	0.01%	1042
2025 Q2	$691K	Buy	+7,368	New	+$674K	0.02%	646
2023 Q1	–	Sell	-2,746	Closed	-$224K	–	974
2022 Q4	$224K	Buy	+2,746	New	+$225K	0.01%	836

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

Mutual Advisors's BBRE Position: Q2 2026 in Review

Mutual Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 3,215 shares — an estimated $308K sold.

Mutual Advisors first reported a position in BBRE in Q4 2022 and held it in 5 quarters. The position peaked at $691K in Q2 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Mutual Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
Mutual Advisors sold 3,215 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $308K.
Mutual Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2022 and held it in 5 quarters.
Mutual Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $691K in Q2 2025.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.