Bank of New York Mellon’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Bank of New York Mellon’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 Q2	–	Sell	-7,330	Closed	-$795K	–	4304
2026 Q1	$795K	Sell	7,330 -25,406	-78%	-$2.85M	﹤0.01%	3349
2025 Q4	$3.49M	Buy	+32,736	New	+$3.45M	﹤0.01%	2523
2025 Q3	–	Sell	-2,627	Closed	-$256K	–	4178
2025 Q2	$256K	Buy	+2,627	New	+$240K	﹤0.01%	3880
2025 Q1	–	Sell	-29,322	Closed	-$2.82M	–	4119
2024 Q4	$2.82M	Buy	+29,322	New	+$2.89M	﹤0.01%	2597
2024 Q1	–	Sell	-36,022	Closed	-$3.05M	–	4171
2023 Q4	$3.05M	Buy	+36,022	New	+$2.76M	﹤0.01%	2614

Other funds holding BBMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Bank of New York Mellon's BBMC Position: Q2 2026 in Review

Bank of New York Mellon sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026, closing a stake of 7,330 shares — an estimated $795K sold.

Bank of New York Mellon first reported a position in BBMC in Q4 2023 and held it in 5 quarters. The position peaked at $3.49M in Q4 2025. 35 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

Bank of New York Mellon reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Bank of New York Mellon sold 7,330 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $795K.
Bank of New York Mellon first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and held it in 5 quarters.
Bank of New York Mellon's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $3.49M in Q4 2025.
35 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.