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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

54 hedge funds and large institutions have $850M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$26.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
APCM
3
Alaska Permanent Capital Management
Alaska
$41M
4
UOTTAIMCU
4
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$223M
5
AWA
5
Alaska Wealth Advisors
Alaska
$20.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
GEM
2
Global Endowment Management
North Carolina
$49.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.27M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$17.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$354M 3,780,333 +130,925 +4%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$223M 2,379,274 +111,599 +5%
GEM
3
Global Endowment Management
North Carolina
$49.3M 526,475 -20,033 -4%
HighTower Advisors
4
HighTower Advisors
Illinois
$42.1M 449,665 -1,969 -0.4%
APCM
5
Alaska Permanent Capital Management
Alaska
$41M 437,559 +114,885 +36%
GI
6
Gradient Investments
Minnesota
$26.6M 283,716 +283,716 New
Morgan Stanley
7
Morgan Stanley
New York
$25.9M 277,079 +54,568 +25%
Bank of America
8
Bank of America
North Carolina
$25M 267,511 +27,268 +11%
AWA
9
Alaska Wealth Advisors
Alaska
$20.6M 219,921 +56,718 +35%
State of Tennessee, Department of Treasury
10
State of Tennessee, Department of Treasury
Tennessee
$17.8M 190,288 -9,712 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.36M 89,325 +6,971 +8%
Corient Private Wealth
12
Corient Private Wealth
Florida
$4.21M 44,975 +44,975 New
BFA
13
Brown Financial Advisors
Ohio
$1.77M 18,888 +18,888 New
Goldman Sachs
14
Goldman Sachs
New York
$1.27M 13,611 -14,992 -52%
LPL Financial
15
LPL Financial
California
$1.27M 13,571 -1,338 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$1.03M 11,007 +1,101 +11%
TRCT
17
Tower Research Capital (TRC)
New York
$790K 8,436 +8,436 New
PW
18
Paladin Wealth
Minnesota
$734K 7,841 +7,841 New
PAG
19
Private Advisor Group
New Jersey
$604K 6,446 +1,450 +29%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$483K 5,157 -8,515 -62%
PWA
21
Peterson Wealth Advisors
Utah
$480K 5,098 +5,098 New
FWM
22
Fortress Wealth Management
California
$464K 4,951 -4,215 -46%
SFM
23
Signet Financial Management
New Jersey
$463K 4,940 -9 -0.2%
AFG
24
Atomi Financial Group
New York
$368K 3,933 -64 -2%
SPC
25
Sigma Planning Corp
Michigan
$223K 2,385 +307 +15%
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