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Lockerman Financial Group’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Lockerman Financial Group’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
-3,087
Closed -$297K – 115
2024
Q4 		$297K Buy
+3,087
New +$304K 0.51% 68

Other funds holding BBMC

JP Morgan Chase
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lockerman Financial Group's BBMC Position: Q1 2025 in Review

Lockerman Financial Group sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 3,087 shares — an estimated $297K sold.

Lockerman Financial Group first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $297K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

  • Lockerman Financial Group reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 3,087 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $297K.
  • Lockerman Financial Group first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lockerman Financial Group's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $297K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on Lockerman Financial Group's 13F filing for Q1 2025, filed 17 Apr 2025.