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Kelly Financial Services’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-65
Closed -$5.72K – 172
2024
Q2 		$5.72K Buy
+65
New +$5.75K ﹤0.01% 483

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kelly Financial Services's BBMC Position: Q3 2024 in Review

Kelly Financial Services sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2024, closing a stake of 65 shares — an estimated $5.72K sold.

Kelly Financial Services first reported a position in BBMC in Q2 2024 and held it in 1 quarter. The position peaked at $5.72K in Q2 2024. 40 funds tracked by Wall St. Rank hold BBMC as of Q3 2024.

  • Kelly Financial Services reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 65 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2024, an estimated $5.72K.
  • Kelly Financial Services first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $5.72K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.