AG
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Ascent Group’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Ascent Group’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
2026
Q1 		$365K Buy
3,369
+109
+3% +$12.2K 0.01% 574
2025
Q4 		$348K Buy
3,260
+89
+3% +$9.39K 0.01% 570
2025
Q3 		$330K Buy
3,171
+364
+13% +$37K 0.01% 576
2025
Q2 		$274K Sell
2,807
-384
-12% -$35K 0.01% 597
2025
Q1 		$288K Sell
3,191
-1,659
-34% -$160K 0.01% 570
2024
Q4 		$467K Buy
4,850
+1,809
+59% +$178K 0.04% 386
2024
Q3 		$287K Sell
3,041
-119
-4% -$10.8K 0.02% 449
2024
Q2 		$278K Sell
3,160
-2,244
-42% -$199K 0.02% 440
2024
Q1 		$500K Buy
5,404
+116
+2% +$10K 0.04% 360
2023
Q4 		$459K Buy
5,288
+1,026
+24% +$78.8K 0.04% 361
2023
Q3 		$309K Buy
+4,262
New +$337K 0.03% 380

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return