Public ownership evidence

JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE) Ownership Disclosures

Read BBRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan BetaBuilders MSCI U.S. REIT ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
25,387
Value (USD)
$2,723,231
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BBRE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BBRE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2825,387$2,723,231None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,431$260,748None
Corient Private Wealth LP2026-06-302026-08-1825,387$2,723,231None
AMERIFLEX GROUP, INC.2026-06-302026-08-1534$3,647None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-151,236,240$132,611,465None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-151,236,240$132,611,465None
Qube Research & Technologies Ltd2026-06-302026-08-15163$17,485None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,550$166,620None
Global Endowment Management, LP2026-06-302026-08-15427,282$45,834,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,072$222,263None
Financial Engines Advisors L.L.C.2026-06-302026-08-152,001$214,647None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157$765None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1526,907$2,886,580None
ROYAL BANK OF CANADA2026-06-302026-08-15362$39,000None
ROYAL BANK OF CANADA2026-06-302026-08-15449$48,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-154,987$534,955None
CITADEL ADVISORS LLC2026-06-302026-08-154,387$470,593None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1523,887$2,562,358None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,774$726,647None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,383$148,354None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15337,759$36,231,408None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,513$805,896None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1523,405$2,510,654None
Allspring Global Investments Holdings, LLC2026-06-302026-08-1426$2,822None
Rockefeller Capital Management L.P.2026-06-302026-08-14620$66,519None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14119$12,765None
UBS Group AG2026-06-302026-08-14183$19,630None
UBS Group AG2026-06-302026-08-149,700$1,040,519None
MORGAN STANLEY2026-06-302026-08-14145,916$15,652,499None
MORGAN STANLEY2026-06-302026-08-141$132None
FMR LLC2026-06-302026-08-14160$17,115None
Smartleaf Asset Management LLC2026-06-302026-08-1362$6,764None
Corient Private Wealth LP2026-06-302026-08-1325,387$2,723,231None
Integrated Wealth Concepts LLC2026-06-302026-08-13144$15,516None
Aptus Capital Advisors, LLC2026-06-302026-08-13758$81,311None
NewEdge Advisors, LLC2026-06-302026-08-13150$16,091None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13135,484$14,533,393None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13189$20,274None
JPMORGAN CHASE & CO2026-06-302026-08-136,753$736,752None
JPMORGAN CHASE & CO2026-06-302026-08-133,813,617$416,065,615None
JPMORGAN CHASE & CO2026-06-302026-08-13658$71,788None
JPMORGAN CHASE & CO2026-06-302026-08-13410,000$44,731,000None
JPMORGAN CHASE & CO2026-06-302026-08-131,872$204,235None
Peterson Wealth Advisors, LLC2026-06-302026-08-124,186$449,016None
Tower Research Capital LLC (TRC)2026-06-302026-08-121,099$117,890None
Alaska Permanent Capital Management, LLC2026-06-302026-08-12489,700$52,564,436None
Alaska Wealth Advisors, LLC2026-06-302026-08-12282,332$30,285,739None
Colonial Trust Co / SC2026-06-302026-08-12286$31,203None
BLAIR WILLIAM & CO/IL2026-06-302026-08-1230$3,218None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,431$260,748None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗AMERIFLEX GROUP, INC. ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗Global Endowment Management, LP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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