Fidelity Investments’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Fidelity Investments’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	–	Sell	-15	Closed	-$1.32K	–	5497
2024 Q2	$1.32K	Buy	+15	New	+$1.33K	﹤0.01%	4773
2023 Q1	–	Sell	-1	Closed	-$73	–	5274
2022 Q4	$73	Buy	+1	New	+$73	﹤0.01%	4907

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

Fidelity Investments's BBMC Position: Q3 2024 in Review

Fidelity Investments sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2024, closing a stake of 15 shares — an estimated $1.32K sold.

Fidelity Investments first reported a position in BBMC in Q4 2022 and held it in 2 quarters. The position peaked at $1.32K in Q2 2024. 40 funds tracked by Wall St. Rank hold BBMC as of Q3 2024.

Fidelity Investments reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 15 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2024, an estimated $1.32K.
Fidelity Investments first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2022 and held it in 2 quarters.
Fidelity Investments's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.32K in Q2 2024.
40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.