Patriot Financial Group Insurance Agency’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-6	Closed	–	–	537
2022 Q2	$0	Sell	6 -34	-85%	-$2.62K	﹤0.01%	2015
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	1745
2021 Q4	$4K	Buy	40 +15	+60%	+$1.38K	﹤0.01%	1755
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1912
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	1847
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1751
2020 Q4	$2K	Buy	+25	New	+$1.8K	﹤0.01%	1611

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's BBMC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2022, closing a stake of 6 shares.

Patriot Financial Group Insurance Agency first reported a position in BBMC in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 19 funds tracked by Wall St. Rank hold BBMC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $4K in Q4 2021.
19 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.