Blue Oak Capital’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Blue Oak Capital’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
2025 Q1	–	Sell	-8,021	Closed	-$772K	–	73
2024 Q4	$772K	Buy	+8,021	New	+$790K	0.47%	36

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Blue Oak Capital's BBMC Position: Q1 2025 in Review

Blue Oak Capital sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 8,021 shares — an estimated $772K sold.

Blue Oak Capital first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $772K in Q4 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

Blue Oak Capital reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Blue Oak Capital sold 8,021 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $772K.
Blue Oak Capital first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
Blue Oak Capital's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $772K in Q4 2024.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.