Belpointe Asset Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-42	Closed	-$3.17K	–	840
2023 Q1	$3.17K	Hold	42	–	–	﹤0.01%	3176
2022 Q4	$3.05K	Buy	+42	New	+$3.08K	﹤0.01%	3110

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's BBMC Position: Q2 2023 in Review

Belpointe Asset Management sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2023, closing a stake of 42 shares — an estimated $3.17K sold.

Belpointe Asset Management first reported a position in BBMC in Q4 2022 and held it in 2 quarters. The position peaked at $3.17K in Q1 2023. 21 funds tracked by Wall St. Rank hold BBMC as of Q2 2023.

Belpointe Asset Management reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 42 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2023, an estimated $3.17K.
Belpointe Asset Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $3.17K in Q1 2023.
21 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.