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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
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
Sell
21,917
-18,309
-46%
-$1.58M
﹤0.01%
4567
2023
Q4
$3.41M
Sell
40,226
-760
-2%
-$58.3K
﹤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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AA
ACT Advisors
Asheville, North Carolina
$235M AUM
18.62%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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