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Halbert Hargrove Global Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Halbert Hargrove Global Advisors’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
Q2 		– Sell
-1
Closed -$91 – 347
2025
Q1 		$91 Sell
1
-1
-50% -$97 ﹤0.01% 638
2024
Q4 		$193 Buy
+2
New +$197 ﹤0.01% 293

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Halbert Hargrove Global Advisors's BBMC Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2025, closing a stake of 1 share — an estimated $91 sold.

Halbert Hargrove Global Advisors first reported a position in BBMC in Q4 2024 and held it in 2 quarters. The position peaked at $193 in Q4 2024. 41 funds tracked by Wall St. Rank hold BBMC as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 JPMorgan BetaBuilders US Mid Cap Equity ETF share in Q2 2025, an estimated $91.
  • Halbert Hargrove Global Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $193 in Q4 2024.
  • 41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.