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 Q2	–	Sell	-15	Closed	-$1.63K	–	2634
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Shaughnessy Asset Management's BBMC Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026, closing a stake of 15 shares — an estimated $1.63K sold.

O'Shaughnessy Asset Management first reported a position in BBMC in Q4 2025 and held it in 2 quarters. The position peaked at $1.63K in Q1 2026. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 15 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.63K.
O'Shaughnessy Asset Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and held it in 2 quarters.
O'Shaughnessy Asset Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.63K in Q1 2026.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.