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Concourse Financial Group Securities’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Concourse Financial Group Securities’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
-1,293
Closed -$131K – 185
2024
Q4 		$131K Buy
+1,293
New +$127K 0.01% 863

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Janney Montgomery Scott
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Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concourse Financial Group Securities's BBMC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 1,293 shares — an estimated $131K sold.

Concourse Financial Group Securities first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,293 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $131K.
  • Concourse Financial Group Securities first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $131K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.