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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

55 hedge funds and large institutions have $839M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
13
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$375M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$50M
3
UOTTAIMCU
3
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$238M
4
UBS Group
4
UBS Group
Switzerland
$3.06M
5
Bank of America
5
Bank of America
North Carolina
$30.5M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$0
2
GEM
2
Global Endowment Management
North Carolina
$35.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$586K
5
TRCT
5
Tower Research Capital (TRC)
New York
$18.4K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$375M 4,066,365 +324,110 +9%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$238M 2,584,286 +105,550 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$50M 543,236 +116,266 +27%
APCM
4
Alaska Permanent Capital Management
Alaska
$45.2M 490,933 +14,950 +3%
GEM
5
Global Endowment Management
North Carolina
$35.9M 389,210 -74,233 -16%
Bank of America
6
Bank of America
North Carolina
$30.5M 330,993 +27,277 +9%
AWA
7
Alaska Wealth Advisors
Alaska
$22.1M 240,141 +8,455 +4%
Morgan Stanley
8
Morgan Stanley
New York
$15.9M 173,018 -27,374 -14%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.75M 105,817 +8,679 +9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$3.89M 42,229 -2,787 -6%
UBS Group
11
UBS Group
Switzerland
$3.06M 33,203 +33,203 New
Goldman Sachs
12
Goldman Sachs
New York
$2.42M 26,253 -2,671 -9%
LPL Financial
13
LPL Financial
California
$1.24M 13,416 -1,526 -10%
PAG
14
Private Advisor Group
New Jersey
$783K 8,498 -199 -2%
BCI
15
Brinker Capital Investments
Pennsylvania
$712K 7,732 +7,732 New
MA
16
Mutual Advisors
Nebraska
$691K 7,368 +7,368 New
Citadel Advisors
17
Citadel Advisors
Florida
$586K 6,363 -13,340 -68%
PWA
18
Peterson Wealth Advisors
Utah
$437K 4,749 -119 -2%
AFG
19
Atomi Financial Group
New York
$346K 3,759 -123 -3%
NFSG
20
Newbridge Financial Services Group
Florida
$346K 3,759 +3,759 New
SFM
21
Signet Financial Management
New Jersey
$315K 3,417 -1,349 -28%
FWM
22
Fortress Wealth Management
California
$299K 3,247 -112 -3%
SPC
23
Sigma Planning Corp
Michigan
$281K 3,050 +139 +5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$260K 2,822 +462 +20%
5W
25
5T Wealth
California
$222K 2,406 +2,406 New
1
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