AssetMark Inc
BBMC icon

AssetMark Inc’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

AssetMark Inc’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
Q3 		$17.6K Buy
146
+6
+4% +$753 ﹤0.01% 2301
2026
Q2 		$17.8K Hold
140
– – ﹤0.01% 2228
2026
Q1 		$15.2K Sell
140
-8
-5% -$896 ﹤0.01% 2157
2025
Q4 		$15.8K Sell
148
-4
-3% -$422 ﹤0.01% 2064
2025
Q3 		$15.8K Sell
152
-14
-8% -$1.42K ﹤0.01% 1987
2025
Q2 		$16.2K Sell
166
-19,682
-99% -$1.8M ﹤0.01% 1856
2025
Q1 		$1.79M Sell
19,848
-74,232
-79% -$7.17M ﹤0.01% 747
2024
Q4 		$9.05M Buy
94,080
+74,374
+377% +$7.33M 0.02% 373
2024
Q3 		$1.86M Sell
19,706
-457
-2% -$41.4K 0.01% 666
2024
Q2 		$1.77M Buy
20,163
+1,043
+5% +$92.3K 0.01% 644
2024
Q1 		$1.77M Sell
19,120
-472
-2% -$40.8K 0.01% 609
2023
Q4 		$1.66M Sell
19,592
-550
-3% -$42.2K 0.01% 566
2023
Q3 		$1.52M Sell
20,142
-507
-2% -$40.1K 0.01% 552
2023
Q2 		$1.64M Sell
20,649
-597
-3% -$44.8K 0.01% 517
2023
Q1 		$1.6M Buy
21,246
+21
+0.1% +$1.61K 0.01% 496
2022
Q4 		$1.54M Sell
21,225
-1,285
-6% -$94.2K 0.01% 477
2022
Q3 		$1.53M Sell
22,510
-669
-3% -$50.2K 0.01% 432
2022
Q2 		$1.62M Buy
23,179
+771
+3% +$59.4K 0.01% 399
2022
Q1 		$1.92M Sell
22,408
-57,715
-72% -$4.88M 0.01% 354
2021
Q4 		$7.36M Sell
80,123
-733
-0.9% -$67.6K 0.03% 240
2021
Q3 		$7.09M Sell
80,856
-18,927
-19% -$1.69M 0.03% 240
2021
Q2 		$8.97M Buy
99,783
+6,809
+7% +$602K 0.04% 233
2021
Q1 		$7.97M Buy
+92,974
New +$7.85M 0.04% 227

Other funds holding BBMC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

AssetMark Inc's BBMC Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 4.3% in Q3 2026, buying an estimated $753 and bringing the position to 146 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

AssetMark Inc first reported a position in BBMC in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.05M in Q4 2024. 22 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • AssetMark Inc held 146 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $17.6K as of Q3 2026.
  • AssetMark Inc bought 6 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $753.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2301 holding.
  • AssetMark Inc first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2021 and has held it in 23 quarters since.
  • AssetMark Inc's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $9.05M in Q4 2024.
  • 22 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.