Janney Montgomery Scott
BBMC icon

Janney Montgomery Scott’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$16.7M Sell
154,078
-17,066
-10% -$1.91M 0.04% 405
2025
Q4 		$18.2M Sell
171,144
-1,541
-0.9% -$163K 0.04% 399
2025
Q3 		$18M Sell
172,685
-2,179
-1% -$222K 0.04% 393
2025
Q2 		$17M Buy
174,864
+3,198
+2% +$292K 0.04% 385
2025
Q1 		$15.5M Sell
171,666
-127,788
-43% -$12.3M 0.04% 396
2024
Q4 		$28.8M Buy
299,454
+159,345
+114% +$15.7M 0.08% 241
2024
Q3 		$13.2M Buy
140,109
+14,899
+12% +$1.35M 0.04% 453
2024
Q2 		$11M Buy
125,210
+22,383
+22% +$1.98M 0.03% 474
2024
Q1 		$9.51M Buy
102,827
+28,518
+38% +$2.46M 0.03% 546
2023
Q4 		$6.29M Buy
+74,309
New +$5.7M 0.02% 654
2023
Q3 		– Sell
-29,132
Closed -$2.31M – 2572
2023
Q2 		$2.31M Buy
29,132
+14,941
+105% +$1.12M 0.01% 1009
2023
Q1 		$1.07M Buy
14,191
+8,676
+157% +$666K ﹤0.01% 1278
2022
Q4 		$400K Buy
5,515
+2,342
+74% +$172K ﹤0.01% 1918
2022
Q3 		$215K Buy
+3,173
New +$238K ﹤0.01% 2236

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return