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

Newbridge Financial Services Group’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 Q4	–	Sell	-3,698	Closed	-$353K	–	1211
2025 Q3	$353K	Sell	3,698 -61	-2%	-$5.7K	0.05%	231
2025 Q2	$346K	Buy	+3,759	New	+$344K	0.06%	225

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

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

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Newbridge Financial Services Group's BBRE Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2025, closing a stake of 3,698 shares — an estimated $353K sold.

Newbridge Financial Services Group first reported a position in BBRE in Q2 2025 and held it in 2 quarters. The position peaked at $353K in Q3 2025. 56 funds tracked by Wall St. Rank hold BBRE as of Q4 2025.

Newbridge Financial Services Group reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 3,698 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2025, an estimated $353K.
Newbridge Financial Services Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2025 and held it in 2 quarters.
Newbridge Financial Services Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $353K in Q3 2025.
56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.