Smartleaf Asset Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Smartleaf Asset Management’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	$6.76K	Hold	62	–	–	﹤0.01%	2556
2026 Q1	$5.85K	Hold	62	–	–	﹤0.01%	2589
2025 Q4	$5.78K	Hold	62	–	–	﹤0.01%	2649
2025 Q3	$5.87K	Hold	62	–	–	﹤0.01%	2326
2025 Q2	$5.68K	Hold	62	–	–	﹤0.01%	2004
2025 Q1	$5.78K	Hold	62	–	–	﹤0.01%	2140
2024 Q4	$5.76K	Buy	+62	New	+$6.11K	﹤0.01%	2201

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

Smartleaf Asset Management's BBRE Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 62 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Smartleaf Asset Management first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Smartleaf Asset Management held 62 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $6.76K as of Q2 2026.
Smartleaf Asset Management left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2556 holding.
Smartleaf Asset Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.