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

Family 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
2024 Q3	$6.9K	Buy	73 +5	+7%	+$453	﹤0.01%	183
2024 Q2	$5.99K	Buy	68 +3	+5%	+$265	﹤0.01%	186
2024 Q1	$6.01K	Hold	65	–	–	﹤0.01%	165
2023 Q4	$5.51K	Sell	65 -2	-3%	-$154	﹤0.01%	166
2023 Q3	$5.04K	Hold	67	–	–	﹤0.01%	159
2023 Q2	$5.31K	Sell	67 -21	-24%	-$1.58K	﹤0.01%	171
2023 Q1	$6.63K	Hold	88	–	–	﹤0.01%	157
2022 Q4	$6.39K	Buy	+88	New	+$6.45K	0.01%	140

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

Goldman Sachs New York $871B AUM 31.28% 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

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

VAS

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Family Asset Management's BBMC Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 7.4% in Q3 2024, buying an estimated $453 and bringing the position to 73 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Family Asset Management first reported a position in BBMC in Q4 2022 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold BBMC as of Q3 2024.

Family Asset Management held 73 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $6.9K as of Q3 2024.
Family Asset Management bought 5 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2024, an estimated $453.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #183 holding.
Family Asset Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2022 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.