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GoalVest Advisory’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-5
Closed -$376 – 380
2023
Q3 		$376 Buy
+5
New +$396 ﹤0.01% 462

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GoalVest Advisory's BBMC Position: Q4 2023 in Review

GoalVest Advisory sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q4 2023, closing a stake of 5 shares — an estimated $376 sold.

GoalVest Advisory first reported a position in BBMC in Q3 2023 and held it in 1 quarter. The position peaked at $376 in Q3 2023. 34 funds tracked by Wall St. Rank hold BBMC as of Q4 2023.

  • GoalVest Advisory reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 5 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q4 2023, an estimated $376.
  • GoalVest Advisory first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $376 in Q3 2023.
  • 34 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.