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MassMutual Private Wealth & Trust’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

MassMutual Private Wealth & Trust’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
-7,076
Closed -$681K – 2366
2024
Q4 		$681K Buy
7,076
+5,634
+391% +$555K 0.02% 286
2024
Q3 		$136K Sell
1,442
-86
-6% -$7.79K ﹤0.01% 466
2024
Q2 		$134K Sell
1,528
-110
-7% -$9.73K ﹤0.01% 454
2024
Q1 		$151K Sell
1,638
-133
-8% -$11.5K ﹤0.01% 419
2023
Q4 		$150K Sell
1,771
-132
-7% -$10.1K 0.01% 405
2023
Q3 		$143K Sell
1,903
-194
-9% -$15.3K 0.01% 402
2023
Q2 		$166K Sell
2,097
-6
-0.3% -$450 0.01% 373
2023
Q1 		$159K Sell
2,103
-26
-1% -$2K 0.01% 371
2022
Q4 		$155K Buy
2,129
+11
+0.5% +$806 0.01% 372
2022
Q3 		$144K Sell
2,118
-294
-12% -$22K 0.01% 355
2022
Q2 		$168K Sell
2,412
-6,273
-72% -$483K 0.01% 346
2022
Q1 		$743K Sell
8,685
-22,099
-72% -$1.87M 0.03% 255
2021
Q4 		$2.83M Buy
30,784
+4,124
+15% +$380K 0.11% 164
2021
Q3 		$2.34M Sell
26,660
-2,355
-8% -$210K 0.1% 167
2021
Q2 		$2.61M Sell
29,015
-980
-3% -$86.7K 0.11% 162
2021
Q1 		$2.57M Sell
29,995
-12,029
-29% -$1.02M 0.12% 154
2020
Q4 		$3.31M Buy
42,024
+671
+2% +$48.2K 0.17% 134
2020
Q3 		$2.62M Buy
+41,353
New +$2.58M 0.15% 138

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
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 $235M AUM 18.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBMC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 7,076 shares — an estimated $681K sold.

MassMutual Private Wealth & Trust first reported a position in BBMC in Q3 2020 and held it in 18 quarters. The position peaked at $3.31M in Q4 2020. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 7,076 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $681K.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2020 and held it in 18 quarters.
  • MassMutual Private Wealth & Trust's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $3.31M in Q4 2020.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.