NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO BBRE J P MORGAN EXCHANGE-TRADED F

Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO  ·  21 quarters on record

AI Ownership Summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported J P MORGAN EXCHANGE-TRADED F (BBRE) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BBRE at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's position in J P MORGAN EXCHANGE-TRADED F, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held BBRE — position size vs. price
% of Fund (quarterly)    BBRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 125,880 +125,358 +24014.9% 0.01% $12.0M 2026-05-07 $103.91
2025 Q4 REDUCED 99.5% +3.8% 522 -111,164 -99.5% 0.00% $64K 2026-02-05 $95.52
2025 Q3 ADDED 111,686 +5,869 +5.5% 0.01% $10.7M 2025-11-14 $91.80
2025 Q2 ADDED 105,817 +8,679 +8.9% 0.01% $9.7M 2025-08-13 $89.49
2025 Q1 ADDED 97,138 +7,813 +8.7% 0.01% $9.1M 2025-05-14 $88.03
2024 Q4 ADDED 89,325 +6,971 +8.5% 0.01% $8.4M 2025-02-11 $91.99
2024 Q3 ADDED 82,354 +16,230 +24.5% 0.01% $8.3M 2024-11-12 $93.54
2024 Q2 ADDED 66,124 +2,453 +3.9% 0.01% $5.8M 2024-08-16 $89.20
2024 Q1 ADDED 63,671 +46,896 +279.6% 0.01% $5.6M 2024-05-15 $81.79
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and BBRE

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

How long has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported owning BBRE?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported BBRE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BBRE position in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio?

The largest reported portfolio weight for BBRE was 0.01% in 2025 Q1.

What is the latest reported BBRE position on this page?

The most recent filing on this page is 2026 Q1, when NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 125,880 shares, equal to 0.01% of portfolio, with an estimated market value of $12.0M.

What does the chart on this BBRE ownership page compare?

The chart compares NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO'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.

How well did NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO time their BBRE position?

Based on 13F filing dates vs. subsequent BBRE price moves, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on BBRE relative to SPY over the holding period was -6.7%.

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