Morgan Stanley
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Morgan Stanley’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Morgan Stanley’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
Q2 		$1.54M Sell
12,093
-4,377
-27% -$525K ﹤0.01% 4996
2026
Q1 		$1.79M Buy
16,470
+5,876
+55% +$658K ﹤0.01% 4835
2025
Q4 		$1.13M Buy
10,594
+6,848
+183% +$722K ﹤0.01% 5117
2025
Q3 		$390K Buy
3,746
+586
+19% +$59.6K ﹤0.01% 5615
2025
Q2 		$308K Sell
3,160
-1,051
-25% -$95.9K ﹤0.01% 5678
2025
Q1 		$380K Sell
4,211
-107,012
-96% -$10.3M ﹤0.01% 5453
2024
Q4 		$10.7M Buy
111,223
+83,179
+297% +$8.2M ﹤0.01% 3351
2024
Q3 		$2.65M Buy
28,044
+1,593
+6% +$144K ﹤0.01% 4454
2024
Q2 		$2.33M Buy
26,451
+4,534
+21% +$401K ﹤0.01% 4462
2024
Q1 		$2.03M Buy
21,917
+1,804
+9% +$156K ﹤0.01% 4567
2023
Q4 		$1.7M Sell
20,113
-20,873
-51% -$1.6M ﹤0.01% 4628
2023
Q3 		$3.09M Buy
40,986
+26,524
+183% +$2.1M ﹤0.01% 4082
2023
Q2 		$1.15M Buy
14,462
+1,019
+8% +$76.5K ﹤0.01% 4755
2023
Q1 		$1.01M Sell
13,443
-354
-3% -$27.2K ﹤0.01% 4850
2022
Q4 		$1M Buy
13,797
+1,238
+10% +$90.7K ﹤0.01% 4867
2022
Q3 		$852K Sell
12,559
-945
-7% -$70.8K ﹤0.01% 4969
2022
Q2 		$942K Sell
13,504
-14,506
-52% -$1.12M ﹤0.01% 5046
2022
Q1 		$2.4M Sell
28,010
-52,592
-65% -$4.45M ﹤0.01% 4379
2021
Q4 		$7.4M Buy
80,602
+23,840
+42% +$2.2M ﹤0.01% 3298
2021
Q3 		$4.98M Buy
56,762
+19,230
+51% +$1.72M ﹤0.01% 3714
2021
Q2 		$3.38M Buy
37,532
+13,346
+55% +$1.18M ﹤0.01% 4173
2021
Q1 		$2.07M Buy
+24,186
New +$2.04M ﹤0.01% 4235

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's BBMC Position: Q2 2026 in Review

Morgan Stanley reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 27% in Q2 2026, selling an estimated $525K and leaving 12,093 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4996.

Morgan Stanley first reported a position in BBMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

  • Morgan Stanley held 12,093 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $1.54M as of Q2 2026.
  • Morgan Stanley sold 4,377 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $525K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4996 holding.
  • Morgan Stanley first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $10.7M in Q4 2024.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.