BAKER BOYER NATIONAL BANK BBRE β€” JP Morgan Betabuilders MSCI US REIT ETF

Ownership history in BAKER BOYER NATIONAL BANK  Β·  2 quarters on record

AI Ownership Summary

BAKER BOYER NATIONAL BANK reported JP Morgan Betabuilders MSCI US REIT ETF (BBRE) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows BBRE at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAKER BOYER NATIONAL BANK's position in JP Morgan Betabuilders MSCI US REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBRE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAKER BOYER NATIONAL BANK held BBRE β€” position size vs. price
% of Fund (quarterly)    BBRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 3,026 β€” 0% 0.09% $290K 2026-04-28 $103.46
2025 Q4 INITIATED β€” β€” β€” 3,026 β€” β€” 0.08% $280K 2026-02-03 $94.33

FAQ About BAKER BOYER NATIONAL BANK and BBRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAKER BOYER NATIONAL BANK reported owning BBRE?

BAKER BOYER NATIONAL BANK reported BBRE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BBRE position in BAKER BOYER NATIONAL BANK's portfolio?

The largest reported portfolio weight for BBRE was 0.09% in 2026 Q1.

What is the latest reported BBRE position on this page?

The most recent filing on this page is 2026 Q1, when BAKER BOYER NATIONAL BANK reported 3,026 shares, equal to 0.09% of portfolio, with an estimated market value of $290K.

What does the chart on this BBRE ownership page compare?

The chart compares BAKER BOYER NATIONAL BANK's quarterly BBRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BAKER BOYER NATIONAL BANK Holdings