As of the latest SEC filings, JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE) is held by 23 institutional funds. The largest fund shareholder is JPMorgan SmartRetirement Blend 2040 Fund (JOBEX), holding an estimated $51,236,540.67 in market value, representing 1.56% of its portfolio.
Funds holding JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BBRE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JOBEX
JPMorgan SmartRetirement Blend 2040 Fund
|
MF | JPMorgan | 1.56% | $51,236,540.67 | 535,443 | Mar 31, 2026 | May 29, 2026 |
|
JMSSX
JPMorgan SmartRetirement Blend 2045 Fund
|
MF | JPMorgan | 1.71% | $49,338,338.14 | 515,606 | Mar 31, 2026 | May 29, 2026 |
|
JPSRX
JPMorgan SmartRetirement Blend 2035 Fund
|
MF | JPMorgan | 1.33% | $46,915,180.27 | 490,283 | Mar 31, 2026 | May 29, 2026 |
|
JNABX
JPMorgan SmartRetirement Blend 2050 Fund
|
MF | JPMorgan | 1.82% | $44,888,274.69 | 469,101 | Mar 31, 2026 | May 29, 2026 |
|
JUTUX
JPMorgan SmartRetirement Blend 2030 Fund
|
MF | JPMorgan | 1.08% | $33,030,465.58 | 345,182 | Mar 31, 2026 | May 29, 2026 |
|
JTTUX
JPMorgan SmartRetirement Blend 2055 Fund
|
MF | JPMorgan | 1.81% | $27,584,364.92 | 288,268 | Mar 31, 2026 | May 29, 2026 |
|
JACSX
JPMorgan SmartRetirement Blend 2060 Fund
|
MF | JPMorgan | 1.80% | $16,770,150.95 | 175,255 | Mar 31, 2026 | May 29, 2026 |
|
JBSSX
JPMorgan SmartRetirement Blend 2025 Fund
|
MF | JPMorgan | 0.84% | $15,578,427.69 | 162,801 | Mar 31, 2026 | May 29, 2026 |
|
SMTQX
JPMorgan SmartRetirement 2040 Fund
|
MF | JPMorgan | 0.39% | $13,398,418.11 | 140,019 | Mar 31, 2026 | May 29, 2026 |
|
JTSIX
JPMorgan SmartRetirement 2050 Fund
|
MF | JPMorgan | 0.46% | $11,970,819.00 | 125,100 | Mar 31, 2026 | May 29, 2026 |
|
JIRBX
JPMorgan SmartRetirement Blend Income Fund
|
MF | JPMorgan | 0.78% | $11,922,686.93 | 124,597 | Mar 31, 2026 | May 29, 2026 |
|
JSACX
JPMorgan SmartRetirement 2045 Fund
|
MF | JPMorgan | 0.43% | $11,476,580.15 | 119,935 | Mar 31, 2026 | May 29, 2026 |
|
SRJQX
JPMorgan SmartRetirement 2035 Fund
|
MF | JPMorgan | 0.33% | $10,743,977.51 | 112,279 | Mar 31, 2026 | May 29, 2026 |
|
JSMYX
JPMorgan SmartRetirement 2030 Fund
|
MF | JPMorgan | 0.27% | $9,381,543.29 | 98,041 | Mar 31, 2026 | May 29, 2026 |
|
JFFYX
JPMorgan SmartRetirement 2055 Fund
|
MF | JPMorgan | 0.46% | $8,147,046.60 | 85,140 | Mar 31, 2026 | May 29, 2026 |
|
JNSYX
JPMorgan SmartRetirement 2025 Fund
|
MF | JPMorgan | 0.21% | $4,023,094.67 | 42,043 | Mar 31, 2026 | May 29, 2026 |
|
JAKCX
JPMorgan SmartRetirement 2060 Fund
|
MF | JPMorgan | 0.45% | $3,728,847.92 | 38,968 | Mar 31, 2026 | May 29, 2026 |
|
JSRAX
JPMorgan SmartRetirement Income Fund
|
MF | JPMorgan | 0.20% | $3,521,966.14 | 36,806 | Mar 31, 2026 | May 29, 2026 |
|
JSBQX
JPMorgan SmartRetirement Blend 2065 Fund
|
MF | JPMorgan | 1.86% | $2,665,923.40 | 27,860 | Mar 31, 2026 | May 29, 2026 |
|
JSMJX
JPMorgan SmartRetirement 2065 Fund
|
MF | JPMorgan | 0.43% | $622,750.52 | 6,508 | Mar 31, 2026 | May 29, 2026 |
|
-
LVIP JPMorgan Retirement Income Fund
|
ETF | Independent / Boutique | 0.20% | $386,109.15 | 4,035 | Mar 31, 2026 | May 18, 2026 |
|
JAKDX
JPMorgan SmartRetirement Blend 2070 Fund
|
MF | JPMorgan | 1.84% | $34,544.09 | 361 | Mar 31, 2026 | May 29, 2026 |
|
JAKBX
JPMorgan SmartRetirement 2070 Fund
|
MF | JPMorgan | 0.46% | $8,612.10 | 90 | Mar 31, 2026 | May 29, 2026 |
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