13FBOX
JPMORGAN BETABUILDERS MSCI U.S. REIT ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

JPMORGAN BETABUILDERS MSCI U.S. REIT ETF

BBRE
持有机构数
55
机构合计市值 (Q2 2026)
$11.57亿
机构合计股数 (Q2 2026)
1,071.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+135.7万股
28 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-51.3万股
24 · 11 清仓 · ≈
⚖️ 净额
+84.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.57亿
持有机构数
55
新买入
9
加仓
19
减仓
13
清仓
11
持股不变
14
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根大通JPMORGAN CHASE & CO
0.03%0.03%#11$4.62亿423.3万股$4.14亿439.1万股-15.8万股-3.61%减仓
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO
29.78%36.28%#1$2.57亿239.6万股$2.49亿260.7万股-21.1万股-8.08%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%#12$1.33亿123.6万股$00股+123.6万股新买入
Alaska Permanent Capital Management, LLC
3.43%3.4%#3$5,256.4万49.0万股$4,852.5万50.7万股-1.7万股-3.41%减仓
Global Endowment Management, LP
4.65%4.66%#2$4,583.4万42.7万股$4,177.4万43.7万股-9,275股-2.12%减仓
HighTower顾问HighTower Advisors, LLC
0.04%0.04%#10$4,111.8万38.3万股$3,748.4万39.2万股-8,405股-2.15%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#19$3,954.8万36.9万股$3,551.5万37.1万股-2,467股-0.66%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.41%0.42%#6$3,215.2万30.0万股$2,699.3万28.2万股+1.8万股+6.26%加仓
Alaska Wealth Advisors, LLC
3.28%3.29%#4$3,028.6万28.2万股$2,738.7万28.6万股-3,877股-1.35%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.13%0.15%#7$1,568.2万14.6万股$1,341.7万14.0万股+5,978股+4.26%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#26$1,565.3万14.6万股$1,232.5万12.9万股+1.7万股+13.04%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#14$1,453.3万13.5万股$1,204.5万12.6万股+9,604股+7.63%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%#29$288.7万2.7万股$00股+2.7万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#28$287.8万2.7万股$168.3万1.8万股+9,238股+52.53%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#21$272.3万2.5万股$263.5万2.8万股-2,155股-7.82%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#38$256.2万2.4万股$154.9万1.6万股+7,702股+47.59%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#41$106.0万9,883股$11.5万1,200股+8,683股+723.58%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#16$90.5万8,440股$61.9万6,469股+1,971股+30.47%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$87.5万8,157股$30.0万3,137股+5,020股+160.03%加仓
IFC & Insurance Marketing, Inc.
0.56%0.59%#5$63.4万5,910股$56.3万5,884股+26股+0.44%加仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%#36$53.5万4,987股$00股+4,987股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#46$47.1万4,387股$169.9万1.8万股-1.3万股-75.29%减仓
Peterson Wealth Advisors, LLC
0.05%0.05%#9$44.9万4,186股$39.4万4,121股+65股+1.58%加仓
Gladstone Institutional Advisory LLC
0.01%0.01%#13$34.1万3,175股$23.0万2,407股+768股+31.91%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#34$26.1万2,431股$23.3万2,431股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#22$22.9万2,131股$20.5万2,130股+1股+0.05%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#49$22.2万2,072股$266.8万2.8万股-2.6万股-92.57%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#31$22.1万2,061股$00股+2,061股新买入
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%#32$21.5万2,001股$00股+2,001股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$16.7万1,550股$12.2万1,270股+280股+22.05%加仓
Tower Research Capital LLC (TRC)
<0.01%<0.01%#18$11.8万1,099股$18.7万1,949股-850股-43.61%减仓
KERR FINANCIAL PLANNING Corp
0.11%0.12%#8$9.9万925股$9.5万925股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$8.7万811股$3.8万394股+417股+105.84%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#30$8.1万758股$6.7万697股+61股+8.75%加仓
Versant Capital Management, Inc
0.01%0.01%#15$6.7万621股$5.9万621股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#43$6.7万620股$6.6万692股-72股-10.40%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#42$6.6万612股$9.3万967股-355股-36.71%减仓
Colonial Trust Co / SC
<0.01%<0.01%#17$3.1万286股$2.7万283股+3股+1.06%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$2.0万189股$1.8万189股00.00%持仓不变
Qube研究科技Qube Research & Technologies Ltd
<0.01%#50$1.7万163股$00股+163股新买入
富达投资FMR LLC
<0.01%<0.01%#54$1.7万160股$1.5万159股+1股+0.63%加仓
Plante Moran Financial Advisors, LLC
<0.01%#27$1.7万158股$00股+158股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#48$1.6万150股$1.4万150股00.00%持仓不变
Founders Financial Alliance, LLC
<0.01%<0.01%#20$1.6万146股$1.4万146股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#44$1.6万144股$00股+144股新买入
PRIVATE TRUST CO NA
<0.01%<0.01%#24$1.5万140股$1.3万140股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#45$1.3万119股$1.1万119股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#39$6,76462股$5,85062股00.00%持仓不变
Investors Research Corp
<0.01%<0.01%#25$5,36450股$4,78550股00.00%持仓不变
AMERIFLEX GROUP, INC.
<0.01%<0.01%#23$3,64734股$3,25334股00.00%持仓不变

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