CreativeOne Wealth’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

CreativeOne Wealth’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	-8,803	Closed	-$847K	–	1063
2024 Q4	$847K	Buy	+8,803	New	+$867K	0.03%	527

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

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

CreativeOne Wealth's BBMC Position: Q1 2025 in Review

CreativeOne Wealth sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 8,803 shares — an estimated $847K sold.

CreativeOne Wealth first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $847K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

CreativeOne Wealth reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 8,803 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $847K.
CreativeOne Wealth first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $847K in Q4 2024.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.