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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) Institutional Ownership

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF logo
$103.36 +2.78 (+2.76%)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (NYSEARCA:BBMC)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$191.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$173.72M
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BBMC Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.1,630$159K0.0%+29.4%0.009%
8/15/2025 Bank of America Corp DE6,721$655K0.0%+3.3%0.035%
8/14/2025 Raymond James Financial Inc.1,480$144K0.0%N/A0.008%
8/13/2025 Flow Traders U.S. LLC19,559$1.91M0.1%-57.0%0.102%
8/13/2025 IAG Wealth Partners LLC9,101$887K0.1%+105.0%0.048%
8/12/2025 Steward Partners Investment Advisory LLC3,207$313K0.0%+8.2%0.017%
8/12/2025 JPMorgan Chase & Co.17,839,219$1.74B0.1%-2.1%93.253%
7/31/2025 MN Wealth Advisors LLC3,816$372K0.2%-12.3%0.020%
7/25/2025 MGO One Seven LLC5,819$567K0.0%N/A0.030%
7/21/2025 Ascent Group LLC2,807$274K0.0%-12.0%0.015%
7/17/2025 Janney Montgomery Scott LLC174,864$17.04M0.0%+1.9%0.914%
7/15/2025 ACT Advisors LLC.14,202$1.38M0.6%+0.9%0.074%
7/9/2025 Thrive Wealth Management LLC2,215$216K0.0%N/A0.012%
7/8/2025 Gradient Investments LLC11,522$1.12M0.0%N/A0.060%
6/27/2025 Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/22/2025 Mattson Financial Services LLC411$37K0.0%N/A0.002%
5/21/2025 Geneos Wealth Management Inc.1,260$114K0.0%+26.5%0.006%
5/19/2025 Jane Street Group LLC17,663$1.59M0.0%N/A0.091%
5/16/2025 Ascent Group LLC3,191$288K0.0%-34.2%0.016%
5/16/2025 Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/16/2025 Jones Financial Companies Lllp217,280$19.58M0.0%N/A1.118%
5/15/2025 Royal Bank of Canada4,442$400K0.0%+31,628.6%0.023%
5/14/2025 Flow Traders U.S. LLC45,500$4.10M0.2%+259.9%0.238%
5/12/2025 JPMorgan Chase & Co.18,221,194$1.64B0.1%+4.9%95.150%
5/7/2025 LPL Financial LLC26,234$2.36M0.0%-91.0%0.137%
5/6/2025 Assetmark Inc.19,848$1.79M0.0%-78.9%0.104%
4/29/2025 Sutton Place Investors LLC3,694$333K0.2%+5.4%0.019%
4/24/2025 3Chopt Investment Partners LLC1,935$174K0.0%N/A0.010%
4/21/2025 MN Wealth Advisors LLC4,352$392K0.2%-40.5%0.023%
4/18/2025 Prosperity Wealth Management Inc.8,039$724K0.3%+3.3%0.042%
4/17/2025 Janney Montgomery Scott LLC171,666$15.47M0.0%-42.7%0.889%
4/16/2025 IAG Wealth Partners LLC4,440$400K0.1%-11.5%0.023%
4/10/2025 ACT Advisors LLC.14,076$1.27M0.7%+1.9%0.073%
4/7/2025 AdvisorNet Financial Inc1,211$109K0.0%+107.7%0.006%
2/25/2025 B. Riley Wealth Advisors Inc.2,885$278K0.0%N/A0.016%
2/21/2025 Ascent Group LLC4,850$467K0.0%+59.5%0.026%
2/17/2025 Cetera Investment Advisers26,669$2.57M0.0%N/A0.145%
2/17/2025 Citadel Advisors LLC22,285$2.14M0.0%-80.1%0.121%
2/17/2025 Bank of America Corp DE1,290$124K0.0%+60.0%0.007%
2/14/2025 Integrated Wealth Concepts LLC2,574$248K0.0%N/A0.014%
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2/14/2025 MML Investors Services LLC13,932$1.34M0.0%N/A0.076%
2/14/2025 GeoWealth Management LLC1,840$177K0.0%+491.6%0.010%
2/14/2025 Concourse Financial Group Securities Inc.1,293$131K0.0%N/A0.007%
2/13/2025 CreativeOne Wealth LLC8,803$847K0.0%N/A0.048%
2/13/2025 Envestnet Asset Management Inc.119,831$11.53M0.0%+2,531.3%0.652%
2/12/2025 OLD Mission Capital LLC3,900$375K0.0%N/A0.021%
2/12/2025 JPMorgan Chase & Co.17,375,918$1.67B0.1%-4.1%94.537%
2/11/2025 LPL Financial LLC292,159$28.11M0.0%+1,484.6%1.590%
2/11/2025 Wayfinding Financial LLC4,202$404K0.2%N/A0.023%
2/10/2025 Envestnet Portfolio Solutions Inc.4,765$459K0.0%N/A0.026%
2/10/2025 IAG Wealth Partners LLC5,016$483K0.1%-2.1%0.027%
2/10/2025 Farther Finance Advisors LLC944$91K0.0%+143.3%0.005%
2/7/2025 Prosperity Wealth Management Inc.7,782$749K0.3%+13.1%0.042%
2/6/2025 Vestmark Advisory Solutions Inc.122,153$11.76M0.4%+429.5%0.665%
2/6/2025 Assetmark Inc.94,080$9.05M0.0%+377.4%0.512%
2/6/2025 Steward Partners Investment Advisory LLC2,311$222K0.0%+19.9%0.013%
2/5/2025 Private Trust Co. NA1,016$98K0.0%N/A0.006%
2/4/2025 Bank of New York Mellon Corp29,322$2.82M0.0%N/A0.160%
2/4/2025 IFP Advisors Inc729$70K0.0%+28.8%0.004%
1/31/2025 Global Retirement Partners LLC516$50K0.0%+1,072.7%0.003%
1/31/2025 5T Wealth LLC4,374$421K0.2%N/A0.024%
1/30/2025 MN Wealth Advisors LLC7,317$704K0.4%+42.7%0.040%
1/29/2025 TFB Advisors LLC2,159$208K0.1%N/A0.012%
1/24/2025 Sutton Place Investors LLC3,504$337K0.2%+7.2%0.019%
1/24/2025 Richardson Financial Services Inc.699$67K0.0%+1,126.3%0.004%
1/17/2025 Janney Montgomery Scott LLC299,454$28.82M0.1%+113.7%1.629%
1/17/2025 Lockerman Financial Group Inc.3,087$297K0.5%N/A0.017%
1/16/2025 MassMutual Private Wealth & Trust FSB7,076$681K0.0%+390.7%0.038%
1/15/2025 Lake Street Private Wealth LLC3,371$324K0.1%N/A0.018%
1/14/2025 Park Avenue Securities LLC12,926$1.24M0.0%N/A0.070%
1/13/2025 AdvisorNet Financial Inc583$56K0.0%N/A0.003%
1/13/2025 ACT Advisors LLC.13,820$1.33M0.7%+49.0%0.075%
12/26/2024 JPMorgan Chase & Co.18,109,647$1.71B0.1%-0.7%98.529%
11/25/2024Sanctuary Advisors LLC9,568$991K0.0%N/A0.052%
11/15/2024 Ascent Group LLC3,041$287K0.0%-3.8%0.017%
11/1/2024 Assetmark Inc.19,706$1.86M0.0%-2.3%0.107%
10/29/2024 Janney Montgomery Scott LLC140,109$13.24M0.0%+11.9%0.762%
10/19/2024 ACT Advisors LLC.9,274$876K0.4%-2.2%0.050%
10/16/2024 MN Wealth Advisors LLC5,129$485K0.3%-4.3%0.028%
8/16/2024 Ascent Group LLC3,160$278K0.0%-41.5%0.017%
7/24/2024 MN Wealth Advisors LLC5,358$472K0.3%-33.6%0.029%
7/18/2024 Sutton Place Investors LLC2,755$242K0.2%+19.9%0.015%
7/17/2024 IAG Wealth Partners LLC5,117$450K0.1%-2.3%0.028%
5/15/2024 Ascent Group LLC5,404$500K0.0%+2.2%0.029%
5/15/2024 Flow Traders U.S. LLC131,796$12.19M0.7%+2,627.0%0.717%
5/10/2024 JPMorgan Chase & Co.17,483,723$1.62B0.1%-2.1%95.124%
5/9/2024 SageView Advisory Group LLC2,000$185K0.0%N/A0.011%
5/4/2024 Geneos Wealth Management Inc.623$58K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC102,827$9.51M0.0%+38.4%0.556%
4/30/2024 MN Wealth Advisors LLC8,074$747K0.5%-5.1%0.044%
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4/25/2024 IAG Wealth Partners LLC5,235$484K0.1%-5.6%0.028%
4/23/2024 Sutton Place Investors LLC2,298$212K0.1%N/A0.012%
4/9/2024 Massmutual Trust Co. FSB ADV1,638$151K0.0%-7.5%0.008%
2/9/2024 Assetmark Inc.19,592$1.66M0.0%-2.7%0.096%
2/8/2024 Janney Montgomery Scott LLC74,309$6.29M0.0%N/A0.363%
2/6/2024 Lincoln National Corp21,381$1.81M0.0%N/A0.104%
2/6/2024 Vestmark Advisory Solutions Inc.14,783$1.25M0.1%-2.1%0.072%
2/2/2024 IAG Wealth Partners LLC5,543$470K0.1%+424.4%0.027%
1/30/2024 ACT Advisors LLC.10,720$908K0.5%-1.5%0.052%
1/3/2024 Massmutual Trust Co. FSB ADV1,771$150K0.0%-6.9%0.009%
(Data available from 1/1/2016 forward)

BBMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBMC shares?

During the previous two years, 55 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.74B), Jones Financial Companies Lllp ($19.58M), Janney Montgomery Scott LLC ($17.04M), Vestmark Advisory Solutions Inc. ($11.76M), Envestnet Asset Management Inc. ($11.53M), Bank of New York Mellon Corp ($2.82M), and Cetera Investment Advisers ($2.57M).Learn more on JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock?

Of the 53 institutional investors that purchased JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($845.28K), Janney Montgomery Scott LLC ($280.27K), LPL Financial LLC ($273.72K), Jones Financial Companies Lllp ($217.28K), Flow Traders U.S. LLC ($159.82K), Envestnet Asset Management Inc. ($115.28K), and Vestmark Advisory Solutions Inc. ($103.83K).

How much institutional buying is happening at JPMorgan BetaBuilders U.S. Mid Cap Equity ETF?

Institutional investors have bought a total of 2,064,498 shares in the last 24 months. This purchase volume represents approximately $191.68M in transactions.

Which of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.24M), LPL Financial LLC ($265.93K), Janney Montgomery Scott LLC ($127.79K), Citadel Advisors LLC ($89.44K), Assetmark Inc. ($74.69K), Flow Traders U.S. LLC ($25.94K), and MN Wealth Advisors LLC ($3.73K).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Mid Cap Equity ETF?

Institutional investors have sold a total of 1,832,478 shares in the last 24 months. This volume of shares sold represents approximately $173.72M in transactions.



This page (NYSEARCA:BBMC) was last updated on 8/22/2025 by MarketBeat.com Staff
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