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Allworth Financial’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Allworth Financial’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28
Closed -$2.37K – 3606
2023
Q4 		$2.37K Buy
+28
New +$2.15K ﹤0.01% 2606

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial's BBMC Position: Q1 2024 in Review

Allworth Financial sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2024, closing a stake of 28 shares — an estimated $2.37K sold.

Allworth Financial first reported a position in BBMC in Q4 2023 and held it in 1 quarter. The position peaked at $2.37K in Q4 2023. 40 funds tracked by Wall St. Rank hold BBMC as of Q1 2024.

  • Allworth Financial reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 28 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2024, an estimated $2.37K.
  • Allworth Financial first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Allworth Financial's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $2.37K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.