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O'Shaughnessy Asset Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

O'Shaughnessy Asset Management’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 		$1.63K Hold
15
– – ﹤0.01% 2567
2025
Q4 		$1.6K Buy
+15
New +$1.58K ﹤0.01% 2542

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
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

O'Shaughnessy Asset Management's BBMC Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q1 2026 at 15 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

O'Shaughnessy Asset Management first reported a position in BBMC in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • O'Shaughnessy Asset Management held 15 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $1.63K as of Q1 2026.
  • O'Shaughnessy Asset Management left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2567 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.