JPM Betabuilders US Mid CapBBMCETF
13F holders, Q2 2024 (June 30)40holders
7new positions
7sold out
$88.02avg. 13F price*
At the end of Q2 2024, 40 institutions reported holding JPM Betabuilders US Mid Cap (BBMC) in their 13F filings, unchanged from Q1 2024. 7 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Janney Montgomery Scott LLC ($11.0M) and Goldman Sachs Group Inc. ($9.4M).
- Company
- JPM Betabuilders US Mid Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q340
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $10.7M |
| Exits | 7 | $4.9M |
All 13F filers, Q1 2024 → Q2 2024: 938,398 shares bought and 205,376 shares sold, net +733,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| JPMorgan Chase & Co. | 0.14% | Add +4.3% | 18,235,856 | $1.6B |
| Janney Montgomery Scott LLC | 0.03% | Add +21.8% | 125,210 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 106,855 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +852.1% | 28,364 | $2.5M |
| Morgan Stanley | 0.00% | Add +20.7% | 26,451 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +13.7% | 20,592 | $1.8M |
| Assetmark, Inc. | 0.01% | Add +5.5% | 20,163 | $1.8M |
| LPL Financial LLC | 0.00% | Add +42.7% | 17,428 | $1.5M |
| TBH Global Asset Management, LLC | 0.23% | New | 11,880 | $1.0M |
| ACT Advisors, LLC. | 0.43% | No change | 9,483 | $835K |
| Prosperity Wealth Management, Inc. | 0.31% | Add +35.1% | 7,143 | $629K |
| Flow Traders U.S. LLC | 0.03% | Reduce -95.6% | 5,826 | $513K |
| MN Wealth Advisors, LLC | 0.27% | Reduce -33.6% | 5,358 | $472K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -2.3% | 5,117 | $450K |
| Envestnet Asset Management Inc. | 0.00% | Add +35.0% | 4,228 | $372K |
| Ascent Group, LLC | 0.02% | Reduce -41.5% | 3,160 | $278K |
| Sutton Place Investors LLC | 0.16% | Add +19.9% | 2,755 | $242K |
| Cetera Investment Advisers | 0.00% | New | 2,325 | $205K |
| Royal Bank of Canada | 0.00% | Reduce -90.9% | 2,177 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.5% | 1,603 | $141K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.7% | 1,528 | $134K |
| Wells Fargo & Company | 0.00% | Add +18.3% | 1,170 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.1% | 804 | $71K |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 660 | $58K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 562 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.8% | 300 | $26K |
| Comerica Bank | 0.00% | Reduce -4.0% | 215 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 121 | $11K |
| Family Asset Management, LLC | 0.00% | Add +4.6% | 68 | $6K |
| Kelly Financial Services LLC | 0.00% | New | 65 | $6K |
| Richardson Financial Services Inc. | 0.00% | Add +7.5% | 57 | $5K |
| LGT Financial Advisors LLC | 0.01% | Add +460.0% | 56 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -75.9% | 47 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $4K |
| FMR LLC | 0.00% | New | 15 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| WealthShield Partners, LLC | 0.00% | No change | 14 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 6 | $528 |
| First Horizon Advisors, Inc. | 0.00% | New | 2 | $176 |
"% of holder's portfolio" is BBMC's weight in each manager's 13F, not the share of JPM Betabuilders US Mid Cap the manager owns.