Lake Street Private Wealth’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-3,371	Closed	-$324K	–	249
2024 Q4	$324K	Buy	+3,371	New	+$332K	0.05%	191

Other funds holding BBMC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lake Street Private Wealth's BBMC Position: Q1 2025 in Review

Lake Street Private Wealth sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 3,371 shares — an estimated $324K sold.

Lake Street Private Wealth first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

Lake Street Private Wealth reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Lake Street Private Wealth sold 3,371 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $324K.
Lake Street Private Wealth first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
Lake Street Private Wealth's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $324K in Q4 2024.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.