BBRE — JPMORGAN BETABUILDERS MSCI US REIT ETF
As of Q2 2026, 9 SEC-registered investment managers reported holding BBRE (JPMORGAN BETABUILDERS MSCI US REIT ETF) in their latest 13F filings, with a combined reported value of $654.27M across 6.03M shares. That is +935.8% by share count (+5.45M shares) versus the previous quarter, while reported value moved +1075.1%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 4.23M | $461.81M | 0.05% | New |
| Charles Schwab Investment Management history | Q2 2026 | 1.24M | $132.61M | 0.02% | New |
| Bank of America Corp history | Q2 2026 | 368.68K | $39.55M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 145.92K | $15.65M | 0.00% | Add |
| Two Sigma Investments history | Q1 2026 | 45.40K | $4.34M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 23.89K | $2.56M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 9.88K | $1.06M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 4.99K | $534.96K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 4.39K | $470.59K | 0.00% | Reduce |
| Marshall Wace history | Q2 2022 | 3.79K | $334.00K | 0.00% | New |
| Citigroup Inc history | Q1 2026 | 612 | $58.56K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 160 | $17.11K | 0.00% | Add |
| Wells Fargo & Co history | Q1 2026 | 44 | $4.21K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.23M sh · $461.81M
- Charles Schwab Investment Management 1.24M sh · $132.61M
- D. E. Shaw & Co 4.99K sh · $534.96K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 45.40K sh · $4.34M
- Citigroup Inc sold 612 sh · $58.56K
- Wells Fargo & Co sold 44 sh · $4.21K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 10.20M | 9.58M | 7.22M | 6.48M | 5.31M | 5.29M | 3.84M | 3.84M | 3.95M | 3.59M | 3.64M | 3.84M | 3.65M | 3.78M | 3.74M | 4.07M | 4.14M | 4.21M | — | 4.23M |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.24M |
| Bank of America Corp | 121.35K | 73.65K | 51.57K | 52.55K | 68.11K | 90.70K | 188.24K | 196.15K | 265.12K | 202.76K | 237.17K | 254.40K | 240.24K | 267.51K | 303.72K | 330.99K | 352.82K | 377.08K | 371.14K | 368.68K |
| Morgan Stanley | 142.93K | 134.67K | 776.60K | 793.85K | 672.43K | 399.24K | 434.90K | 252.26K | 211.93K | 208.42K | 232.70K | 209.04K | 222.51K | 277.08K | 200.39K | 173.02K | 129.08K | 125.29K | 129.36K | 145.92K |
| Goldman Sachs Group | — | 7.69K | 13.67K | 33.85K | — | 8.38K | 52.91K | 22.76K | 29.41K | 26.51K | 13.19K | 106.85K | 28.60K | 13.61K | 28.92K | 26.25K | 17.91K | 23.30K | 16.18K | 23.89K |
| UBS Group AG | 29 | 29 | — | 145 | 93 | 535 | — | 3.17K | 327 | — | — | — | — | — | — | 33.20K | 28.97K | 2.50K | 1.20K | 9.88K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 2.33K | — | — | — | — | — | — | — | — | 4.99K |
| Citadel Advisors | — | 22.13K | 14.37K | 21.05K | — | 18.74K | 12.65K | — | — | 12.42K | 11.64K | 2.82K | 9.91K | 11.01K | 19.70K | 6.36K | 2.87K | — | 17.76K | 4.39K |
| Fidelity Management & Research (FMR) | 228 | 228 | 228 | 228 | 7 | 103 | — | — | 1 | 15 | — | 8 | — | 416 | 306 | 287 | 290 | 184 | 159 | 160 |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.00K | 45.40K | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 612 | — |
| Wells Fargo & Co | 906 | 906 | 952 | 939 | 1.66K | 1.69K | 939 | 939 | — | — | 107 | 239 | 239 | 19 | 19 | — | — | — | 44 | — |
| Marshall Wace | — | — | — | 3.79K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details