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

Integrity 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
2022 Q4	$741K	Buy	10,209 +3,041	+42%	+$223K	0.68%	28
2022 Q3	$486K	Sell	7,168 -3,285	-31%	-$246K	0.45%	42
2022 Q2	$730K	Sell	10,453 -2,707	-21%	-$208K	0.71%	25
2022 Q1	$1.13M	Buy	+13,160	New	+$1.11M	1.11%	20

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VAS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrity Advisory's BBMC Position: Q4 2022 in Review

Integrity Advisory increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 42% in Q4 2022, buying an estimated $223K and bringing the position to 10,209 shares worth $741K. The position accounts for 0.68% of the portfolio, ranked #28.

Integrity Advisory first reported a position in BBMC in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2022. 21 funds tracked by Wall St. Rank hold BBMC as of Q4 2022.

Integrity Advisory held 10,209 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $741K as of Q4 2022.
Integrity Advisory bought 3,041 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q4 2022, an estimated $223K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.68% of Integrity Advisory's portfolio in Q4 2022, its #28 holding.
Integrity Advisory first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and has held it in 4 quarters since.
Integrity Advisory's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.13M in Q1 2022.
21 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.