Free Trial

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

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF logo
$99.69 +0.98 (+0.99%)
As of 09:52 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (NYSEARCA:BBMC)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$189.93M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$134.33M
Get BBMC Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan BetaBuilders U.S. Mid Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/8/2025Gradient Investments LLC11,522$1.12M0.0%N/A0.060%
6/27/2025Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/22/2025Mattson Financial Services LLC411$37K0.0%N/A0.002%
5/21/2025Geneos Wealth Management Inc.1,260$114K0.0%+26.5%0.006%
5/19/2025Jane Street Group LLC17,663$1.59M0.0%N/A0.091%
5/16/2025Ascent Group LLC3,191$288K0.0%-34.2%0.016%
5/16/2025Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/16/2025Jones Financial Companies Lllp217,280$19.58M0.0%N/A1.118%
5/15/2025Royal Bank of Canada4,442$400K0.0%+31,628.6%0.023%
5/14/2025Flow Traders U.S. LLC45,500$4.10M0.2%+259.9%0.238%
5/12/2025JPMorgan Chase & Co.18,221,194$1.64B0.1%+4.9%95.150%
5/7/2025LPL Financial LLC26,234$2.36M0.0%-91.0%0.137%
5/6/2025Assetmark Inc.19,848$1.79M0.0%-78.9%0.104%
4/29/2025Sutton Place Investors LLC3,694$333K0.2%+5.4%0.019%
4/24/20253Chopt Investment Partners LLC1,935$174K0.0%N/A0.010%
4/21/2025MN Wealth Advisors LLC4,352$392K0.2%-40.5%0.023%
4/18/2025Prosperity Wealth Management Inc.8,039$724K0.3%+3.3%0.042%
4/17/2025Janney Montgomery Scott LLC171,666$15.47M0.0%-42.7%0.889%
4/16/2025IAG Wealth Partners LLC4,440$400K0.1%-11.5%0.023%
4/10/2025ACT Advisors LLC.14,076$1.27M0.7%+1.9%0.073%
4/7/2025AdvisorNet Financial Inc1,211$109K0.0%+107.7%0.006%
2/25/2025B. Riley Wealth Advisors Inc.2,885$278K0.0%N/A0.016%
2/21/2025Ascent Group LLC4,850$467K0.0%+59.5%0.026%
2/17/2025Cetera Investment Advisers26,669$2.57M0.0%N/A0.145%
2/17/2025Citadel Advisors LLC22,285$2.14M0.0%-80.1%0.121%
2/17/2025Bank of America Corp DE1,290$124K0.0%+60.0%0.007%
2/14/2025Integrated Wealth Concepts LLC2,574$248K0.0%N/A0.014%
2/14/2025MML Investors Services LLC13,932$1.34M0.0%N/A0.076%
2/14/2025GeoWealth Management LLC1,840$177K0.0%+491.6%0.010%
2/14/2025Concourse Financial Group Securities Inc.1,293$131K0.0%N/A0.007%
2/13/2025CreativeOne Wealth LLC8,803$847K0.0%N/A0.048%
2/13/2025Envestnet Asset Management Inc.119,831$11.53M0.0%+2,531.3%0.652%
2/12/2025OLD Mission Capital LLC3,900$375K0.0%N/A0.021%
2/12/2025JPMorgan Chase & Co.17,375,918$1.67B0.1%-4.1%94.537%
2/11/2025LPL Financial LLC292,159$28.11M0.0%+1,484.6%1.590%
2/11/2025Wayfinding Financial LLC4,202$404K0.2%N/A0.023%
2/10/2025Envestnet Portfolio Solutions Inc.4,765$459K0.0%N/A0.026%
2/10/2025IAG Wealth Partners LLC5,016$483K0.1%-2.1%0.027%
2/10/2025Farther Finance Advisors LLC944$91K0.0%+143.3%0.005%
2/7/2025Prosperity Wealth Management Inc.7,782$749K0.3%+13.1%0.042%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
2/6/2025Vestmark Advisory Solutions Inc.122,153$11.76M0.4%+429.5%0.665%
2/6/2025Assetmark Inc.94,080$9.05M0.0%+377.4%0.512%
2/6/2025Steward Partners Investment Advisory LLC2,311$222K0.0%+19.9%0.013%
2/5/2025Private Trust Co. NA1,016$98K0.0%N/A0.006%
2/4/2025Bank of New York Mellon Corp29,322$2.82M0.0%N/A0.160%
2/4/2025IFP Advisors Inc729$70K0.0%+28.8%0.004%
1/31/2025Global Retirement Partners LLC516$50K0.0%+1,072.7%0.003%
1/31/20255T Wealth LLC4,374$421K0.2%N/A0.024%
1/30/2025MN Wealth Advisors LLC7,317$704K0.4%+42.7%0.040%
1/29/2025TFB Advisors LLC2,159$208K0.1%N/A0.012%
1/24/2025Sutton Place Investors LLC3,504$337K0.2%+7.2%0.019%
1/24/2025Richardson Financial Services Inc.699$67K0.0%+1,126.3%0.004%
1/17/2025Janney Montgomery Scott LLC299,454$28.82M0.1%+113.7%1.629%
1/17/2025Lockerman Financial Group Inc.3,087$297K0.5%N/A0.017%
1/16/2025MassMutual Private Wealth & Trust FSB7,076$681K0.0%+390.7%0.038%
1/15/2025Lake Street Private Wealth LLC3,371$324K0.1%N/A0.018%
1/14/2025Park Avenue Securities LLC12,926$1.24M0.0%N/A0.070%
1/13/2025AdvisorNet Financial Inc583$56K0.0%N/A0.003%
1/13/2025ACT Advisors LLC.13,820$1.33M0.7%+49.0%0.075%
12/26/2024JPMorgan Chase & Co.18,109,647$1.71B0.1%-0.7%98.529%
11/25/2024Sanctuary Advisors LLC9,568$991K0.0%N/A0.052%
11/15/2024Ascent Group LLC3,041$287K0.0%-3.8%0.017%
11/1/2024Assetmark Inc.19,706$1.86M0.0%-2.3%0.107%
10/29/2024Janney Montgomery Scott LLC140,109$13.24M0.0%+11.9%0.762%
10/19/2024ACT Advisors LLC.9,274$876K0.4%-2.2%0.050%
10/16/2024MN Wealth Advisors LLC5,129$485K0.3%-4.3%0.028%
8/16/2024Ascent Group LLC3,160$278K0.0%-41.5%0.017%
7/24/2024MN Wealth Advisors LLC5,358$472K0.3%-33.6%0.029%
7/18/2024Sutton Place Investors LLC2,755$242K0.2%+19.9%0.015%
7/17/2024IAG Wealth Partners LLC5,117$450K0.1%-2.3%0.028%
5/15/2024Ascent Group LLC5,404$500K0.0%+2.2%0.029%
5/15/2024Flow Traders U.S. LLC131,796$12.19M0.7%+2,627.0%0.717%
5/10/2024JPMorgan Chase & Co.17,483,723$1.62B0.1%-2.1%95.124%
5/9/2024SageView Advisory Group LLC2,000$185K0.0%N/A0.011%
5/4/2024Geneos Wealth Management Inc.623$58K0.0%N/A0.003%
5/1/2024Janney Montgomery Scott LLC102,827$9.51M0.0%+38.4%0.556%
4/30/2024MN Wealth Advisors LLC8,074$747K0.5%-5.1%0.044%
4/25/2024IAG Wealth Partners LLC5,235$484K0.1%-5.6%0.028%
4/23/2024Sutton Place Investors LLC2,298$212K0.1%N/A0.012%
4/9/2024Massmutual Trust Co. FSB ADV1,638$151K0.0%-7.5%0.008%
2/9/2024Assetmark Inc.19,592$1.66M0.0%-2.7%0.096%
2/8/2024Janney Montgomery Scott LLC74,309$6.29M0.0%N/A0.363%
2/6/2024Lincoln National Corp21,381$1.81M0.0%N/A0.104%
2/6/2024Vestmark Advisory Solutions Inc.14,783$1.25M0.1%-2.1%0.072%
2/2/2024IAG Wealth Partners LLC5,543$470K0.1%+424.4%0.027%
1/30/2024ACT Advisors LLC.10,720$908K0.5%-1.5%0.052%
1/3/2024Massmutual Trust Co. FSB ADV1,771$150K0.0%-6.9%0.009%
11/15/2023JPMorgan Chase & Co.18,600,423$1.40B0.2%-9.0%90.822%
11/6/2023Vestmark Advisory Solutions Inc.15,101$1.14M0.1%+45.9%0.074%
11/1/2023TBH Global Asset Management LLC13,435$1.01M0.2%N/A0.066%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
10/27/2023Assetmark Inc.20,142$1.52M0.0%-2.5%0.098%
10/20/2023ACT Advisors LLC.10,886$820K0.5%N/A0.053%
10/4/2023Massmutual Trust Co. FSB ADV1,903$143K0.0%-9.3%0.009%
8/11/2023JPMorgan Chase & Co.20,443,796$1.62B0.2%-3.0%99.823%
8/10/2023IAG Wealth Partners LLC1,097$87K0.0%+1,221.7%0.005%
8/7/2023Vestmark Advisory Solutions Inc.10,350$820K0.0%+24.9%0.051%
7/31/2023LPL Financial LLC9,976$791K0.0%+4.2%0.047%
7/26/2023Janney Montgomery Scott LLC29,132$2.31M0.0%+105.3%0.137%
5/18/2023JPMorgan Chase & Co.21,075,645$1.59B0.2%+16.6%99.086%
5/15/2023Flow Traders U.S. LLC41,607$3.14M0.1%-14.9%0.196%
(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, 52 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. ($1.64B), Jones Financial Companies Lllp ($19.58M), Janney Montgomery Scott LLC ($15.47M), Vestmark Advisory Solutions Inc. ($11.76M), Envestnet Asset Management Inc. ($11.53M), Flow Traders U.S. LLC ($4.10M), and Bank of New York Mellon Corp ($2.82M).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 50 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 ($292.01K), LPL Financial LLC ($274.12K), Jones Financial Companies Lllp ($217.28K), Flow Traders U.S. LLC ($159.82K), Envestnet Asset Management Inc. ($115.28K), and Vestmark Advisory Solutions Inc. ($105.90K).

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

Institutional investors have bought a total of 2,046,627 shares in the last 24 months. This purchase volume represents approximately $189.93M in transactions.

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

Of the 9 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. ($859.94K), LPL Financial LLC ($265.93K), Janney Montgomery Scott LLC ($127.79K), Citadel Advisors LLC ($89.44K), Assetmark Inc. ($74.69K), MN Wealth Advisors LLC ($5.91K), and Ascent Group LLC ($4.02K).

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

Institutional investors have sold a total of 1,428,720 shares in the last 24 months. This volume of shares sold represents approximately $134.33M in transactions.



This page (NYSEARCA:BBMC) was last updated on 7/9/2025 by MarketBeat.com Staff
From Our Partners