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

GeoWealth 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
2025
Q1 		– Sell
-1,840
Closed -$177K – 1123
2024
Q4 		$177K Buy
1,840
+1,529
+492% +$151K 0.01% 808
2024
Q3 		$29.3K Buy
+311
New +$28.2K ﹤0.01% 1211

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's BBMC Position: Q1 2025 in Review

GeoWealth Management sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 1,840 shares — an estimated $177K sold.

GeoWealth Management first reported a position in BBMC in Q3 2024 and held it in 2 quarters. The position peaked at $177K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

  • GeoWealth Management reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,840 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $177K.
  • GeoWealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $177K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.